Nitorum Capital, L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nitorum Capital, L.P. reported 28 stock positions worth $993.5 million. Its top holding was Churchill Downs (CHDN) at 8.7% of the portfolio, followed by Primo Water (PRMW, 8.1%) and Martin Marietta Materials (MLM, 6.4%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 4 and reduced 20. The biggest buy was a new position in Six Flags Entertainment (FUN) and the biggest sale an exit from O'reilly Automotive (ORLY).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001630243
- Portfolio Value
- $993.5M (Q3 2024)
- SEC Filing
- 0001630243-24-000018 ↗ filed Nov 14, 2024
Holdings Value
Holdings 28 stocks · $993.5M
| CHDN Churchill Downs Inc. | 8.75% | 642,837 | $86.9M | No change |
| PRMW Primo Water Corp. | 8.10% | 3,187,831 | $80.5M | Add +29.4% |
| MLM Martin Marietta Materials | 6.37% | 117,577 | $63.3M | Add +2.8% |
| MNKD Mannkind Corp. | 5.80% | 9,157,507 | $57.6M | Reduce -9.2% |
| FISV Fiserv Inc. | 5.48% | 303,232 | $54.5M | Reduce -3.2% |
| FUN Six Flags Entertainment Corp. | 4.63% | 1,141,773 | $46.0M | New |
| FIS Fidelity National Info Serv | 4.14% | 491,356 | $41.2M | Reduce -11.4% |
| UTHR United Therapeutics Corp. | 4.09% | 113,328 | $40.6M | Reduce -19.5% |
| ICUI Icu Medical Inc. | 3.97% | 216,453 | $39.4M | Reduce -12.7% |
| CNNE Cannae Holdings Inc. | 3.58% | 1,868,563 | $35.6M | Reduce -11.7% |
| BYD Boyd Gaming Corp. | 3.49% | 536,732 | $34.7M | Reduce -23.3% |
| ACHC Acadia Healthcare Co. Inc. | 3.40% | 532,992 | $33.8M | Reduce -9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.34% | 72,117 | $33.2M | Reduce -22.9% |
| MA Mastercard Inc. Class A | 3.21% | 64,544 | $31.9M | Reduce -15.4% |
| RBA RB Global Inc. | 2.98% | 368,097 | $29.6M | Add +0.3% |
| FCN Fti Consulting Inc. | 2.81% | 122,577 | $27.9M | Reduce -3.2% |
| GNRC Generac Holdings Inc. | 2.43% | 152,100 | $24.2M | New |
| EBAY eBay Inc. | 2.40% | 365,942 | $23.8M | Reduce -11.5% |
| DELL Dell Technologies -C | 2.38% | 199,569 | $23.7M | New |
| CPRT Copart Inc. | 2.36% | 447,869 | $23.5M | Reduce -3.2% |
| LAUR Laureate Education Inc. | 2.35% | 1,404,779 | $23.3M | Reduce -3.2% |
| PSMT Pricesmart Inc. | 2.33% | 252,663 | $23.2M | Add +7.3% |
| GNTX Gentex Corp. | 2.12% | 708,485 | $21.0M | Reduce -13.0% |
| WBS Webster Financial Corp. | 2.05% | 436,459 | $20.3M | Reduce -12.3% |
| VMI Valmont Industries | 1.99% | 68,036 | $19.7M | Reduce -3.2% |
| EVR Evercore Inc. Class A | 1.90% | 74,571 | $18.9M | Reduce -15.7% |
| VRSN Verisign Inc. | 1.79% | 93,644 | $17.8M | Reduce -3.2% |
| CNC Centene Corp. | 1.75% | 231,188 | $17.4M | Reduce -13.5% |
Portfolio Sells Q2 2024 → Q3 2024
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −2.60 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −2.07 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -9.0% | 3.40% | −0.91 |
| GNTX Gentex Corp. | Reduce -13.0% | 2.12% | −0.88 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.9% | 3.34% | −0.81 |
| UTHR United Therapeutics Corp. | Reduce -19.5% | 4.09% | −0.80 |
| BYD Boyd Gaming Corp. | Reduce -23.3% | 3.49% | −0.71 |
| CNNE Cannae Holdings Inc. | Reduce -11.7% | 3.58% | −0.60 |
| MA Mastercard Inc. Class A | Reduce -15.4% | 3.21% | −0.46 |
| FIS Fidelity National Info Serv | Reduce -11.4% | 4.14% | −0.42 |
| CPRT Copart Inc. | Reduce -3.2% | 2.36% | −0.37 |
| WBS Webster Financial Corp. | Reduce -12.3% | 2.05% | −0.32 |
| CNC Centene Corp. | Reduce -13.5% | 1.75% | −0.18 |
| FCN Fti Consulting Inc. | Reduce -3.2% | 2.81% | −0.17 |
| VMI Valmont Industries | Reduce -3.2% | 1.99% | −0.12 |
| EVR Evercore Inc. Class A | Reduce -15.7% | 1.90% | −0.11 |
| VRSN Verisign Inc. | Reduce -3.2% | 1.79% | −0.08 |
| EBAY eBay Inc. | Reduce -11.5% | 2.40% | −0.02 |
| LAUR Laureate Education Inc. | Reduce -3.2% | 2.35% | −0.01 |
| MNKD Mannkind Corp. | Reduce -9.2% | 5.80% | +0.06 |
| FISV Fiserv Inc. | Reduce -3.2% | 5.48% | +0.39 |
| ICUI Icu Medical Inc. | Reduce -12.7% | 3.97% | +0.76 |
Portfolio Buys Q2 2024 → Q3 2024
| FUN Six Flags Entertainment Corp. | New | 4.63% | +4.63 |
| GNRC Generac Holdings Inc. | New | 2.43% | +2.43 |
| DELL Dell Technologies -C | New | 2.38% | +2.38 |
| PRMW Primo Water Corp. | Add +29.4% | 8.10% | +2.23 |
| PSMT Pricesmart Inc. | Add +7.3% | 2.33% | +0.25 |
| RBA RB Global Inc. | Add +0.3% | 2.98% | −0.07 |
| MLM Martin Marietta Materials | Add +2.8% | 6.37% | −0.38 |
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 |