Filed: 2/14/2025ACC: 0001630243-25-000003
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $869.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$869.58M
Total AUM (reported)
20.60M
Total Shares
Allocation by class
COM$620.25M71.3%
CLASS A COM SHS$82.73M9.5%
COM NEW$56.25M6.5%
CL A$25.66M3.0%
CL C$24.20M2.8%
CL B NEW$22.76M2.6%
COMMON STOCK$20.64M2.4%
Portfolio Concentration
Top 3$215.48M24.8%
4–10$289.11M33.2%
11–25$350.37M40.3%
Rest$14.61M1.7%
Top 3 weight
24.8%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 20.60M
Sole
Full voting authority
20.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
PRIMO BRANDS CORPORATION
SOLEShares2.69M
TypeSH
Market value$82.73M
9.51%
Sole
2.69M
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares566.02K
TypeSH
Market value$75.59M
8.69%
Sole
566.02K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares110.69K
TypeSH
Market value$57.17M
6.57%
Sole
110.69K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares8.75M
TypeSH
Market value$56.25M
6.47%
Sole
8.75M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.07M
TypeSH
Market value$51.68M
5.94%
Sole
1.07M
Shared
0.00
None
0.00
FISERV INC
SOLEShares219.19K
TypeSH
Market value$45.03M
5.18%
Sole
219.19K
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares492.45K
TypeSH
Market value$35.72M
4.11%
Sole
492.45K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares374.23K
TypeSH
Market value$33.76M
3.88%
Sole
374.23K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares95.42K
TypeSH
Market value$33.67M
3.87%
Sole
95.42K
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares1.66M
TypeSH
Market value$33.02M
3.80%
Sole
1.66M
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares405.06K
TypeSH
Market value$32.72M
3.76%
Sole
405.06K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares200.04K
TypeSH
Market value$31.04M
3.57%
Sole
200.04K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares199.69K
TypeSH
Market value$30.96M
3.56%
Sole
199.69K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares48.73K
TypeSH
Market value$25.66M
2.95%
Sole
48.73K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares210.02K
TypeSH
Market value$24.20M
2.78%
Sole
210.02K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares258.62K
TypeSH
Market value$23.84M
2.74%
Sole
258.62K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares414.62K
TypeSH
Market value$22.90M
2.63%
Sole
414.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares50.20K
TypeSH
Market value$22.76M
2.62%
Sole
50.20K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares112.97K
TypeSH
Market value$21.59M
2.48%
Sole
112.97K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares344.93K
TypeSH
Market value$21.37M
2.46%
Sole
344.93K
Shared
0.00
None
0.00
LAUREATE EDUCATION INC
SOLEShares1.13M
TypeSH
Market value$20.64M
2.37%
Sole
1.13M
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares677.70K
TypeSH
Market value$19.47M
2.24%
Sole
677.70K
Shared
0.00
None
0.00
COPART INC
SOLEShares338.43K
TypeSH
Market value$19.42M
2.23%
Sole
338.43K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares61.69K
TypeSH
Market value$17.10M
1.97%
Sole
61.69K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares54.51K
TypeSH
Market value$16.72M
1.92%
Sole
54.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 2.69M | SH | $82.73M 9.51% | 2.69M | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 566.02K | SH | $75.59M 8.69% | 566.02K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 110.69K | SH | $57.17M 6.57% | 110.69K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 8.75M | SH | $56.25M 6.47% | 8.75M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.07M | SH | $51.68M 5.94% | 1.07M | 0.00 | 0.00 |
FISERV INCSOLE | COM | 219.19K | SH | $45.03M 5.18% | 219.19K | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 492.45K | SH | $35.72M 4.11% | 492.45K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 374.23K | SH | $33.76M 3.88% | 374.23K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 95.42K | SH | $33.67M 3.87% | 95.42K | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 1.66M | SH | $33.02M 3.80% | 1.66M | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 405.06K | SH | $32.72M 3.76% | 405.06K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 200.04K | SH | $31.04M 3.57% | 200.04K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 199.69K | SH | $30.96M 3.56% | 199.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 48.73K | SH | $25.66M 2.95% | 48.73K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 210.02K | SH | $24.20M 2.78% | 210.02K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 258.62K | SH | $23.84M 2.74% | 258.62K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 414.62K | SH | $22.90M 2.63% | 414.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.20K | SH | $22.76M 2.62% | 50.20K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 112.97K | SH | $21.59M 2.48% | 112.97K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 344.93K | SH | $21.37M 2.46% | 344.93K | 0.00 | 0.00 |
LAUREATE EDUCATION INCSOLE | COMMON STOCK | 1.13M | SH | $20.64M 2.37% | 1.13M | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 677.70K | SH | $19.47M 2.24% | 677.70K | 0.00 | 0.00 |
COPART INCSOLE | COM | 338.43K | SH | $19.42M 2.23% | 338.43K | 0.00 | 0.00 |
EVERCORE INCSOLE | CLASS A | 61.69K | SH | $17.10M 1.97% | 61.69K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 54.51K | SH | $16.72M 1.92% | 54.51K | 0.00 | 0.00 |
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