Nitorum Capital as of June 30, 2023
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Churchill Downs (CHDN) | 8.4 | $83M | 594k | 139.17 | |
Martin Marietta Materials (MLM) | 8.0 | $79M | 171k | 461.69 | |
Bio Rad Labs Cl A (BIO) | 7.0 | $69M | 182k | 379.12 | |
Msc Indl Direct Cl A (MSM) | 6.9 | $68M | 715k | 95.28 | |
Fiserv (FI) | 5.6 | $55M | 436k | 126.15 | |
Valmont Industries (VMI) | 5.3 | $53M | 181k | 291.05 | |
Cannae Holdings (CNNE) | 5.3 | $52M | 2.6M | 20.21 | |
Copart (CPRT) | 4.9 | $48M | 529k | 91.21 | |
Mastercard Incorporated Cl A (MA) | 4.5 | $45M | 113k | 393.30 | |
FTI Consulting (FCN) | 4.3 | $42M | 223k | 190.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $37M | 108k | 341.00 | |
Primo Water (PRMW) | 3.7 | $36M | 2.9M | 12.54 | |
Fidelity National Information Services (FIS) | 3.6 | $36M | 653k | 54.70 | |
Boyd Gaming Corporation (BYD) | 3.5 | $34M | 495k | 69.37 | |
eBay (EBAY) | 3.0 | $29M | 655k | 44.69 | |
PriceSmart (PSMT) | 2.8 | $28M | 380k | 74.06 | |
Gentex Corporation (GNTX) | 2.7 | $26M | 899k | 29.26 | |
Dell Technologies CL C (DELL) | 2.6 | $26M | 482k | 54.11 | |
Evercore Class A (EVR) | 2.5 | $25M | 200k | 123.59 | |
Rb Global (RBA) | 2.5 | $25M | 408k | 60.00 | |
ICU Medical, Incorporated (ICUI) | 2.2 | $22M | 124k | 178.19 | |
Mannkind Corp Com New (MNKD) | 2.0 | $20M | 4.8M | 4.07 | |
Webster Financial Corporation (WBS) | 1.8 | $18M | 465k | 37.75 | |
Laureate Education Common Stock (LAUR) | 1.6 | $15M | 1.3M | 12.09 | |
Paypal Holdings (PYPL) | 1.4 | $14M | 212k | 66.73 | |
Black Knight | 0.3 | $3.0M | 50k | 59.73 | |
Ihs Holding Ord Shs (IHS) | 0.1 | $922k | 94k | 9.78 |