News + Filings Holdings
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Nitorum Capital, L.P.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Churchill Downs Inc
| CHDN | Common | 594,387 | 272,257 | 82,720,839,000 | -82,678,000 | 8.36 | 1.59 |
Hist
| 06/30/2023 |
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MARTIN MARIETTA MATERIALS INC
| MLM | Common | 171,288 | 0 | 79,081,957,000 | 18,264,440,000 | 8.00 | 0.28 |
Hist
| 06/30/2023 |
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BIO-RAD LABORATORIES, INC.
| BIO | Common | 181,853 | 27,617 | 68,944,109,000 | -4,938,020,000 | 6.97 | |
Hist
| 06/30/2023 |
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MSC INDUSTRIAL DIRECT CO INC
| MSM | CL A | 714,468 | -66,100 | 68,074,511,000 | 2,506,799,000 | 6.88 | |
Hist
| 06/30/2023 |
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FISERV INC
| FISV | Common | 435,945 | 0 | 54,994,462,000 | 5,719,599,000 | 5.56 | 0.07 |
Hist
| 06/30/2023 |
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VALMONT INDUSTRIES INC
| VMI | Common | 181,190 | 26,478 | 52,735,350,000 | 3,338,903,000 | 5.33 | 0.85 |
Hist
| 06/30/2023 |
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Cannae Holdings, Inc.
| CNNE | COM | 2,586,588 | 0 | 52,274,943,000 | 77,597,000 | 5.29 | 3.38 |
Hist
| 06/30/2023 |
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COPART INC
| CPRT | Common | 528,549 | -148,668 | 48,208,954,000 | -2,724,537,000 | 4.87 | 0.11 |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 113,221 | 0 | 44,529,819,000 | 3,384,175,000 | 4.50 | |
Hist
| 06/30/2023 |
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FTI CONSULTING, INC
| FCN | Common | 222,711 | -65,600 | 42,359,632,000 | -14,538,544,000 | 4.28 | 0.66 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 108,145 | 1,990 | 36,877,445,000 | 4,099,966,000 | 3.73 | |
Hist
| 06/30/2023 |
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Primo Water Holdings LLC
| PRMW | Common | 2,898,165 | 0 | 36,342,989,000 | -8,143,844,000 | 3.67 | |
Hist
| 06/30/2023 |
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Fidelity National Information Services, Inc.
| FIS | Common | 652,500 | 225,700 | 35,691,750,000 | 12,503,706,000 | 3.61 | 0.11 |
Hist
| 06/30/2023 |
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BOYD GAMING CORP
| BYD | Common | 494,890 | 19,800 | 34,330,519,000 | 3,867,748,000 | 3.47 | 0.49 |
Hist
| 06/30/2023 |
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EBAY INC
| EBAY | Common | 654,626 | 0 | 29,255,236,000 | 209,480,000 | 2.96 | 0.12 |
Hist
| 06/30/2023 |
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PRICESMART INC
| PSMT | Common | 379,905 | 0 | 28,135,764,000 | 980,155,000 | 2.85 | 1.22 |
Hist
| 06/30/2023 |
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GENTEX CORP
| GNTX | Common | 899,020 | 0 | 26,305,325,000 | 1,105,794,000 | 2.66 | 0.38 |
Hist
| 06/30/2023 |
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DELL INC
| DELL | Common | 481,990 | 0 | 26,080,479,000 | 6,699,661,000 | 2.64 | |
Hist
| 06/30/2023 |
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Evercore Inc.
| EVR | COM STK | 199,834 | -9 | 24,697,484,000 | 1,639,599,000 | 2.50 | |
Hist
| 06/30/2023 |
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RITCHIE BROS AUCTIONEERS INC
| RBA | COM | 407,766 | 407,766 | 24,465,960,000 | 24,465,960,000 | 2.47 | 0.37 |
Hist
| 06/30/2023 |
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ICU MEDICAL INC/DE
| ICUI | Common | 124,244 | -9,376 | 22,139,038,000 | 97,083,000 | 2.24 | 0.52 |
Hist
| 06/30/2023 |
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MANNKIND CORP
| MNKD | COM NEW | 4,838,184 | 4,838,184 | 19,691,409,000 | 19,691,409,000 | 1.99 | 1.83 |
Hist
| 06/30/2023 |
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WEBSTER FINANCIAL CORP
| WBS | Common | 465,400 | 0 | 17,568,850,000 | -777,218,000 | 1.78 | 0.27 |
Hist
| 06/30/2023 |
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LAUREATE EDUCATION, INC.
| LAUR | Common | 1,273,094 | 1,273,094 | 15,391,706,000 | 15,391,706,000 | 1.56 | 0.81 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 212,022 | 0 | 14,148,228,000 | -1,952,723,000 | 1.43 | |
Hist
| 06/30/2023 |
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Black Knight, Inc.
| BKI | COM | 49,543 | 0 | 2,959,203,000 | 107,508,000 | 0.30 | 0.03 |
Hist
| 06/30/2023 |
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IHS Holding Ltd
| IHS | ORD SHS | 94,252 | 0 | 921,785,000 | 96,137,000 | 0.09 | 0.03 |
Hist
| 06/30/2023 |
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SEALED AIR CORP/DE
| SEE | Common | 0 | -361,440 | 0 | -16,593,710,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Verisk Analytics, Inc.
| VRSK | Common | 0 | -153,319 | 0 | -29,415,783,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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