Nitorum Capital, L.P. Top Holdings and 13F Report (2025) About Nitorum Capital, L.P.Investment ActivityNitorum Capital, L.P. has $674.34 million in total holdings as of June 30, 2025.Nitorum Capital, L.P. owns shares of 28 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.89% of the portfolio was purchased this quarter.About 10.05% of the portfolio was sold this quarter.This quarter, Nitorum Capital, L.P. has purchased 28 new stocks and bought additional shares in 7 stocks.Nitorum Capital, L.P. sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings Martin Marietta Materials $49,840,627Churchill Downs $44,808,953Cannae $37,330,257PRIMO BRANDS CORPORATION $36,377,299Fiserv $35,129,572 Largest Purchases this Quarter QIAGEN NV 198,100 shares (about $9.52M)Lantheus 106,118 shares (about $8.69M)Fiserv 31,451 shares (about $5.42M)OneSpaWorld 208,232 shares (about $4.25M)Cannae 180,351 shares (about $3.76M) Largest Sales this Quarter PRIMO BRANDS CORPORATION 862,600 shares (about $25.55M)Mastercard 12,756 shares (about $7.17M)Martin Marietta Materials 9,107 shares (about $5.00M)United Therapeutics 10,517 shares (about $3.02M)Churchill Downs 29,442 shares (about $2.97M) 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 PortfolioSectorMLMMartin Marietta Materials$49,840,627$4,999,379 ▼-9.1%90,7917.4%ConstructionCHDNChurchill Downs$44,808,953$2,973,642 ▼-6.2%443,6536.6%Consumer DiscretionaryCNNECannae$37,330,257$3,760,318 ▲11.2%1,790,4205.5%FinancePRIMO BRANDS CORPORATION$36,377,299$25,550,212 ▼-41.3%1,228,1335.4%CLASS A COM SHSFIFiserv$35,129,572$5,422,467 ▲18.3%203,7565.2%Business ServicesRBARB Global$32,295,246$2,553,445 ▼-7.3%304,1274.8%Business ServicesSIX FLAGS ENTERTAINMENT CORP$31,821,807$425,837 ▲1.4%1,045,7384.7%COMBYDBoyd Gaming$30,506,258$1,435,833 ▼-4.5%389,9564.5%Consumer DiscretionaryFISFidelity National Information Services$30,468,344$1,099,442 ▼-3.5%374,2584.5%Business ServicesDELLDell Technologies$28,245,324$918,274 ▲3.4%230,3864.2%Computer and TechnologyLNTHLantheus$28,196,186$8,686,820 ▲44.5%344,4444.2%MedicalMNKDMannKind$26,223,066$2,895,459 ▼-9.9%7,011,5153.9%MedicalGNRCGenerac$24,946,180$857,541 ▼-3.3%174,1933.7%IndustrialsPSMTPriceSmart$22,517,005$2,971,056 ▼-11.7%214,3663.3%Retail/WholesaleICUIICU Medical$22,247,717$865,450 ▼-3.7%168,3523.3%MedicalUTHRUnited Therapeutics$19,404,746$3,022,060 ▼-13.5%67,5302.9%MedicalWBSWebster Financial$18,601,456$723,778 ▼-3.7%340,6862.8%FinanceLAURLaureate Education$17,885,092$684,122 ▼-3.7%764,9742.7%Consumer DiscretionaryOSWOneSpaWorld$17,613,534$4,245,850 ▲31.8%863,8322.6%Consumer DiscretionaryVMIValmont Industries$16,373,240$1,776,214 ▼-9.8%50,1372.4%IndustrialsFCNFTI Consulting$15,775,159$613,700 ▼-3.7%97,6792.3%Business ServicesEBAYeBay$15,100,116$2,541,096 ▼-14.4%202,7952.2%Retail/WholesaleQIAGEN NV$14,807,286$9,520,686 ▲180.1%308,1002.2%COM SHSBRK.BBerkshire Hathaway$13,884,764$653,846 ▼-4.5%28,5832.1%FinanceCPRTCopart$12,097,129$1,857,152 ▼-13.3%246,5281.8%Business ServicesEVREvercore$11,043,548$2,140,989 ▼-16.2%40,8991.6%FinanceGNTXGentex$10,612,748$412,796 ▼-3.7%482,6171.6%Auto/Tires/TrucksMAMastercard$10,191,344$7,168,107 ▼-41.3%18,1361.5%Business ServicesShowing 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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