Filed: 5/15/2025ACC: 0001630243-25-000006
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $711.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$711.72M
Total AUM (reported)
18.73M
Total Shares
Allocation by class
COM$514.76M72.3%
CLASS A COM SHS$74.20M10.4%
COM NEW$39.16M5.5%
CL C$20.32M2.9%
CL A$16.93M2.4%
COMMON STOCK$16.24M2.3%
CL B NEW$15.94M2.2%
Portfolio Concentration
Top 3$174.51M24.5%
4–10$232.28M32.6%
11–25$279.75M39.3%
Rest$25.18M3.5%
Top 3 weight
24.5%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 18.73M
Sole
Full voting authority
18.73M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
PRIMO BRANDS CORPORATION
SOLEShares2.09M
TypeSH
Market value$74.20M
10.43%
Sole
2.09M
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares473.10K
TypeSH
Market value$52.55M
7.38%
Sole
473.10K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares99.90K
TypeSH
Market value$47.76M
6.71%
Sole
99.90K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares7.79M
TypeSH
Market value$39.16M
5.50%
Sole
7.79M
Shared
0.00
None
0.00
FISERV INC
SOLEShares172.31K
TypeSH
Market value$38.05M
5.35%
Sole
172.31K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.03M
TypeSH
Market value$36.80M
5.17%
Sole
1.03M
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares328.17K
TypeSH
Market value$32.92M
4.62%
Sole
328.17K
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares1.61M
TypeSH
Market value$29.51M
4.15%
Sole
1.61M
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares387.76K
TypeSH
Market value$28.96M
4.07%
Sole
387.76K
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares408.31K
TypeSH
Market value$26.88M
3.78%
Sole
408.31K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares174.90K
TypeSH
Market value$24.29M
3.41%
Sole
174.90K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares78.05K
TypeSH
Market value$24.06M
3.38%
Sole
78.05K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares238.33K
TypeSH
Market value$23.26M
3.27%
Sole
238.33K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares180.18K
TypeSH
Market value$22.82M
3.21%
Sole
180.18K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares242.65K
TypeSH
Market value$21.32M
3.00%
Sole
242.65K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares222.90K
TypeSH
Market value$20.32M
2.85%
Sole
222.90K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares353.94K
TypeSH
Market value$18.25M
2.56%
Sole
353.94K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares30.89K
TypeSH
Market value$16.93M
2.38%
Sole
30.89K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares101.48K
TypeSH
Market value$16.65M
2.34%
Sole
101.48K
Shared
0.00
None
0.00
LAUREATE EDUCATION INC
SOLEShares794.24K
TypeSH
Market value$16.24M
2.28%
Sole
794.24K
Shared
0.00
None
0.00
COPART INC
SOLEShares284.38K
TypeSH
Market value$16.09M
2.26%
Sole
284.38K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares236.92K
TypeSH
Market value$16.05M
2.25%
Sole
236.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.93K
TypeSH
Market value$15.94M
2.24%
Sole
29.93K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares55.58K
TypeSH
Market value$15.86M
2.23%
Sole
55.58K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares501.39K
TypeSH
Market value$11.68M
1.64%
Sole
501.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 2.09M | SH | $74.20M 10.43% | 2.09M | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 473.10K | SH | $52.55M 7.38% | 473.10K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 99.90K | SH | $47.76M 6.71% | 99.90K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 7.79M | SH | $39.16M 5.50% | 7.79M | 0.00 | 0.00 |
FISERV INCSOLE | COM | 172.31K | SH | $38.05M 5.35% | 172.31K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.03M | SH | $36.80M 5.17% | 1.03M | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 328.17K | SH | $32.92M 4.62% | 328.17K | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 1.61M | SH | $29.51M 4.15% | 1.61M | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 387.76K | SH | $28.96M 4.07% | 387.76K | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 408.31K | SH | $26.88M 3.78% | 408.31K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 174.90K | SH | $24.29M 3.41% | 174.90K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 78.05K | SH | $24.06M 3.38% | 78.05K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 238.33K | SH | $23.26M 3.27% | 238.33K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 180.18K | SH | $22.82M 3.21% | 180.18K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 242.65K | SH | $21.32M 3.00% | 242.65K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 222.90K | SH | $20.32M 2.85% | 222.90K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 353.94K | SH | $18.25M 2.56% | 353.94K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 30.89K | SH | $16.93M 2.38% | 30.89K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 101.48K | SH | $16.65M 2.34% | 101.48K | 0.00 | 0.00 |
LAUREATE EDUCATION INCSOLE | COMMON STOCK | 794.24K | SH | $16.24M 2.28% | 794.24K | 0.00 | 0.00 |
COPART INCSOLE | COM | 284.38K | SH | $16.09M 2.26% | 284.38K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 236.92K | SH | $16.05M 2.25% | 236.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.93K | SH | $15.94M 2.24% | 29.93K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 55.58K | SH | $15.86M 2.23% | 55.58K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 501.39K | SH | $11.68M 1.64% | 501.39K | 0.00 | 0.00 |
Page 1 of 2