Nitorum Capital, L.P. Top Holdings and 13F Report (2025) About Nitorum Capital, L.P.Investment ActivityNitorum Capital, L.P. has $711.72 million in total holdings as of March 31, 2025.Nitorum Capital, L.P. owns shares of 28 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 20.03% of the portfolio was sold this quarter.This quarter, Nitorum Capital, L.P. has purchased 26 new stocks and bought additional shares in 2 stocks.Nitorum Capital, L.P. sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings PRIMO BRANDS CORPORATION $74,200,114Churchill Downs $52,546,662Martin Marietta Materials $47,764,231MannKind $39,162,081Fiserv $38,050,113 Largest New Holdings this Quarter 516544103 - Lantheus $23,260,618 HoldingP73684113 - OneSpaWorld $11,007,524 HoldingN72482206 - QIAGEN NV $4,416,500 Holding Largest Purchases this Quarter Lantheus 238,326 shares (about $23.26M)OneSpaWorld 655,600 shares (about $11.01M)QIAGEN NV 110,000 shares (about $4.42M)Dell Technologies 12,876 shares (about $1.17M)Valmont Industries 1,066 shares (about $304.20K) Largest Sales this Quarter PRIMO BRANDS CORPORATION 597,767 shares (about $21.21M)Berkshire Hathaway 20,272 shares (about $10.80M)Fiserv 46,888 shares (about $10.35M)Churchill Downs 92,927 shares (about $10.32M)Mastercard 17,839 shares (about $9.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNitorum Capital, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRIMO BRANDS CORPORATION$74,200,114$21,214,751 ▼-22.2%2,090,73310.4%CLASS A COM SHSCHDNChurchill Downs$52,546,662$10,321,402 ▼-16.4%473,0957.4%Consumer DiscretionaryMLMMartin Marietta Materials$47,764,231$5,159,501 ▼-9.7%99,8986.7%ConstructionMNKDMannKind$39,162,081$4,836,918 ▼-11.0%7,785,7025.5%MedicalFIFiserv$38,050,113$10,354,277 ▼-21.4%172,3055.3%Business ServicesSIX FLAGS ENTERTAINMENT CORP$36,802,308$1,448,594 ▼-3.8%1,031,7445.2%COMRBARB Global$32,915,752$4,619,417 ▼-12.3%328,1734.6%Business ServicesCNNECannae$29,512,565$959,007 ▼-3.1%1,610,0694.1%FinanceFISFidelity National Information Services$28,958,141$1,291,889 ▼-4.3%387,7634.1%Business ServicesBYDBoyd Gaming$26,879,047$5,538,804 ▼-17.1%408,3103.8%Consumer DiscretionaryICUIICU Medical$24,286,753$3,491,496 ▼-12.6%174,9013.4%MedicalUTHRUnited Therapeutics$24,059,549$5,355,575 ▼-18.2%78,0473.4%MedicalLNTHLantheus$23,260,618$23,260,618 ▲New Holding238,3263.3%MedicalGNRCGenerac$22,819,924$2,470,688 ▼-9.8%180,1813.2%IndustrialsPSMTPriceSmart$21,316,890$1,402,613 ▼-6.2%242,6513.0%Retail/WholesaleDELLDell Technologies$20,316,970$1,173,647 ▲6.1%222,8962.9%Computer and TechnologyWBSWebster Financial$18,245,710$3,127,693 ▼-14.6%353,9422.6%FinanceMAMastercard$16,932,523$9,777,913 ▼-36.6%30,8922.4%Business ServicesFCNFTI Consulting$16,650,674$1,885,115 ▼-10.2%101,4792.3%Business ServicesLAURLaureate Education$16,242,106$6,831,220 ▼-29.6%794,2352.3%Consumer DiscretionaryCPRTCopart$16,092,781$3,058,746 ▼-16.0%284,3752.3%Business ServicesEBAYeBay$16,046,727$7,315,314 ▼-31.3%236,9222.3%Retail/WholesaleBRK.BBerkshire Hathaway$15,939,587$10,796,462 ▼-40.4%29,9292.2%FinanceVMIValmont Industries$15,859,723$304,204 ▲2.0%55,5762.2%IndustrialsGNTXGentex$11,682,364$4,108,023 ▼-26.0%501,3891.6%Auto/Tires/TrucksOSWOneSpaWorld$11,007,524$11,007,524 ▲New Holding655,6001.5%Consumer DiscretionaryEVREvercore$9,751,928$2,568,998 ▼-20.9%48,8281.4%FinanceQIAGEN NV$4,416,500$4,416,500 ▲New Holding110,0000.6%COM SHSVRSNVeriSign$0$14,605,995 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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