Nitorum Capital, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Nitorum Capital, L.P. reported 27 stock positions worth $917.3 million. Its top holding was Churchill Downs (CHDN) at 9.8% of the portfolio, followed by Martin Marietta Materials (MLM, 6.8%) and Primo Water (PRMW, 5.9%). Compared with Q1 2024, it sold out of 1, added to 6 and reduced 20. The biggest buy was Icu Medical (ICUI, shares +28%) and the biggest sale Bio-Rad Laboratories-A (BIO, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001630243
- Portfolio Value
- $917.3M (Q2 2024)
- SEC Filing
- 0001630243-24-000010 ↗ filed Aug 14, 2024
Holdings Value
Holdings 27 stocks · $917.3M
| CHDN Churchill Downs Inc. | 9.78% | 642,837 | $89.7M | Reduce -5.5% |
| MLM Martin Marietta Materials | 6.75% | 114,344 | $62.0M | Reduce -4.4% |
| PRMW Primo Water Corp. | 5.87% | 2,464,519 | $53.9M | Reduce -16.7% |
| MNKD Mannkind Corp. | 5.74% | 10,079,558 | $52.6M | No change |
| FISV Fiserv Inc. | 5.09% | 313,228 | $46.7M | Reduce -3.5% |
| UTHR United Therapeutics Corp. | 4.89% | 140,822 | $44.9M | Reduce -2.8% |
| FIS Fidelity National Info Serv | 4.56% | 554,809 | $41.8M | Reduce -31.6% |
| ACHC Acadia Healthcare Co. Inc. | 4.31% | 585,872 | $39.6M | Add +40.8% |
| BYD Boyd Gaming Corp. | 4.20% | 699,751 | $38.6M | Add +51.4% |
| CNNE Cannae Holdings Inc. | 4.19% | 2,116,231 | $38.4M | Reduce -13.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.15% | 93,533 | $38.0M | Reduce -7.8% |
| MA Mastercard Inc. Class A | 3.67% | 76,315 | $33.7M | Reduce -13.8% |
| ICUI Icu Medical Inc. | 3.21% | 247,967 | $29.4M | Add +28.2% |
| RBA RB Global Inc. | 3.05% | 366,878 | $28.0M | Reduce -7.7% |
| GNTX Gentex Corp. | 2.99% | 814,582 | $27.5M | Reduce -3.9% |
| FCN Fti Consulting Inc. | 2.98% | 126,618 | $27.3M | Reduce -12.7% |
| CPRT Copart Inc. | 2.73% | 462,633 | $25.1M | Reduce -7.2% |
| ORLY O'reilly Automotive Inc. | 2.60% | 22,594 | $23.9M | Add +12.9% |
| EBAY eBay Inc. | 2.42% | 413,437 | $22.2M | Reduce -0.8% |
| WBS Webster Financial Corp. | 2.37% | 497,848 | $21.7M | Reduce -5.4% |
| LAUR Laureate Education Inc. | 2.36% | 1,451,089 | $21.7M | Reduce -7.7% |
| VMI Valmont Industries | 2.10% | 70,280 | $19.3M | Reduce -1.1% |
| PSMT Pricesmart Inc. | 2.08% | 235,376 | $19.1M | Reduce -19.6% |
| BIO Bio-Rad Laboratories-A | 2.07% | 69,626 | $19.0M | Reduce -37.6% |
| EVR Evercore Inc. Class A | 2.01% | 88,495 | $18.4M | Reduce -26.5% |
| CNC Centene Corp. | 1.93% | 267,247 | $17.7M | Add +1.5% |
| VRSN Verisign Inc. | 1.88% | 96,731 | $17.2M | Add +8.7% |
Portfolio Sells Q1 2024 → Q2 2024
| BIO Bio-Rad Laboratories-A | Reduce -37.6% | 2.07% | −1.86 |
| FIS Fidelity National Info Serv | Reduce -31.6% | 4.56% | −1.57 |
| CNNE Cannae Holdings Inc. | Reduce -13.9% | 4.19% | −1.38 |
| MLM Martin Marietta Materials | Reduce -4.4% | 6.75% | −0.72 |
| MA Mastercard Inc. Class A | Reduce -13.8% | 3.67% | −0.67 |
| PSMT Pricesmart Inc. | Reduce -19.6% | 2.08% | −0.42 |
| WBS Webster Financial Corp. | Reduce -5.4% | 2.37% | −0.35 |
| EVR Evercore Inc. Class A | Reduce -26.5% | 2.01% | −0.35 |
| CPRT Copart Inc. | Reduce -7.2% | 2.73% | −0.21 |
| FISV Fiserv Inc. | Reduce -3.5% | 5.09% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.8% | 4.15% | −0.19 |
| FCN Fti Consulting Inc. | Reduce -12.7% | 2.98% | −0.13 |
| GNTX Gentex Corp. | Reduce -3.9% | 2.99% | −0.12 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.04 |
| RBA RB Global Inc. | Reduce -7.7% | 3.05% | −0.03 |
| LAUR Laureate Education Inc. | Reduce -7.7% | 2.36% | +0.03 |
| EBAY eBay Inc. | Reduce -0.8% | 2.42% | +0.18 |
| PRMW Primo Water Corp. | Reduce -16.7% | 5.87% | +0.39 |
| VMI Valmont Industries | Reduce -1.1% | 2.10% | +0.45 |
| CHDN Churchill Downs Inc. | Reduce -5.5% | 9.78% | +1.22 |
| UTHR United Therapeutics Corp. | Reduce -2.8% | 4.89% | +1.50 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $146.8M | MDY, DELL, MLM, RBA, RSP |
| Q1 2026 | 20 | $113.9M | MDY, MLM, DELL, RBA, CHDN |
| Q4 2025 | 25 | $452.4M | CHDN, MLM, MNKD, RBA, DELL |
| Q3 2025 | 27 | $569.3M | MLM, CHDN, MNKD, DELL, RBA |
| Q2 2025 | 28 | $674.3M | MLM, CHDN, CNNE, PRMB, FISV |
| Q1 2025 | 28 | $711.7M | PRMB, CHDN, MLM, MNKD, FISV |
| Q4 2024 | 26 | $869.6M | PRMB, CHDN, MLM, MNKD, FUN |
| Q3 2024 | 28 | $993.5M | CHDN, PRMW, MLM, MNKD, FISV |
| Q2 2024 | 27 | $917.3M | CHDN, MLM, PRMW, MNKD, FISV |
| Q1 2024 | 28 | $982.2M | CHDN, MLM, FIS, CNNE, PRMW |