Filed: 8/14/2025ACC: 0001630243-25-000009
📋 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 $674.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$674.34M
Total AUM (reported)
17.53M
Total Shares
Allocation by class
COM$515.69M76.5%
CLASS A COM SHS$36.38M5.4%
CL C$28.25M4.2%
COM NEW$26.22M3.9%
COMMON STOCK$17.89M2.7%
COM SHS$14.81M2.2%
CL B NEW$13.88M2.1%
Portfolio Concentration
Top 3$131.98M19.6%
4–10$224.84M33.3%
11–25$285.67M42.4%
Rest$31.85M4.7%
Top 3 weight
19.6%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 17.53M
Sole
Full voting authority
17.53M
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:
MARTIN MARIETTA MATLS INC
SOLEShares90.79K
TypeSH
Market value$49.84M
7.39%
Sole
90.79K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares443.65K
TypeSH
Market value$44.81M
6.64%
Sole
443.65K
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares1.79M
TypeSH
Market value$37.33M
5.54%
Sole
1.79M
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares1.23M
TypeSH
Market value$36.38M
5.39%
Sole
1.23M
Shared
0.00
None
0.00
FISERV INC
SOLEShares203.76K
TypeSH
Market value$35.13M
5.21%
Sole
203.76K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares304.13K
TypeSH
Market value$32.30M
4.79%
Sole
304.13K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.05M
TypeSH
Market value$31.82M
4.72%
Sole
1.05M
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares389.96K
TypeSH
Market value$30.51M
4.52%
Sole
389.96K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares374.26K
TypeSH
Market value$30.47M
4.52%
Sole
374.26K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares230.39K
TypeSH
Market value$28.25M
4.19%
Sole
230.39K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares344.44K
TypeSH
Market value$28.20M
4.18%
Sole
344.44K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares7.01M
TypeSH
Market value$26.22M
3.89%
Sole
7.01M
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares174.19K
TypeSH
Market value$24.95M
3.70%
Sole
174.19K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares214.37K
TypeSH
Market value$22.52M
3.34%
Sole
214.37K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares168.35K
TypeSH
Market value$22.25M
3.30%
Sole
168.35K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares67.53K
TypeSH
Market value$19.40M
2.88%
Sole
67.53K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares340.69K
TypeSH
Market value$18.60M
2.76%
Sole
340.69K
Shared
0.00
None
0.00
LAUREATE EDUCATION INC
SOLEShares764.97K
TypeSH
Market value$17.89M
2.65%
Sole
764.97K
Shared
0.00
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares863.83K
TypeSH
Market value$17.61M
2.61%
Sole
863.83K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares50.14K
TypeSH
Market value$16.37M
2.43%
Sole
50.14K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares97.68K
TypeSH
Market value$15.78M
2.34%
Sole
97.68K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares202.79K
TypeSH
Market value$15.10M
2.24%
Sole
202.79K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares308.10K
TypeSH
Market value$14.81M
2.20%
Sole
308.10K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares28.58K
TypeSH
Market value$13.88M
2.06%
Sole
28.58K
Shared
0.00
None
0.00
COPART INC
SOLEShares246.53K
TypeSH
Market value$12.10M
1.79%
Sole
246.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARTIN MARIETTA MATLS INCSOLE | COM | 90.79K | SH | $49.84M 7.39% | 90.79K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 443.65K | SH | $44.81M 6.64% | 443.65K | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 1.79M | SH | $37.33M 5.54% | 1.79M | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 1.23M | SH | $36.38M 5.39% | 1.23M | 0.00 | 0.00 |
FISERV INCSOLE | COM | 203.76K | SH | $35.13M 5.21% | 203.76K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 304.13K | SH | $32.30M 4.79% | 304.13K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.05M | SH | $31.82M 4.72% | 1.05M | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 389.96K | SH | $30.51M 4.52% | 389.96K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 374.26K | SH | $30.47M 4.52% | 374.26K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 230.39K | SH | $28.25M 4.19% | 230.39K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 344.44K | SH | $28.20M 4.18% | 344.44K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 7.01M | SH | $26.22M 3.89% | 7.01M | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 174.19K | SH | $24.95M 3.70% | 174.19K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 214.37K | SH | $22.52M 3.34% | 214.37K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 168.35K | SH | $22.25M 3.30% | 168.35K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 67.53K | SH | $19.40M 2.88% | 67.53K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 340.69K | SH | $18.60M 2.76% | 340.69K | 0.00 | 0.00 |
LAUREATE EDUCATION INCSOLE | COMMON STOCK | 764.97K | SH | $17.89M 2.65% | 764.97K | 0.00 | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 863.83K | SH | $17.61M 2.61% | 863.83K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 50.14K | SH | $16.37M 2.43% | 50.14K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 97.68K | SH | $15.78M 2.34% | 97.68K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 202.79K | SH | $15.10M 2.24% | 202.79K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 308.10K | SH | $14.81M 2.20% | 308.10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.58K | SH | $13.88M 2.06% | 28.58K | 0.00 | 0.00 |
COPART INCSOLE | COM | 246.53K | SH | $12.10M 1.79% | 246.53K | 0.00 | 0.00 |
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