NC

Nitorum Capital, L.P.

13F
Nitorum Capital, L.P.
Last update 2024-08-14 27 Stocks (0 new)
Value $917.00 Mil Turnover 4 %
Countries:
Top Holdings: CHDN(9.78%)MLM(6.75%)PRMW(5.87%)MNKD(5.74%)FI(5.09%)
Portfolio Report
Summary Stock Picks Current Portfolio
Nitorum Capital, L.P. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CHDN 		Churchill Downs Inc
642,837
89740.050
-5.47%
9.780
-0.47%
0.880
+3.89%
+4.77%
10389.499
Travel & Leisure
MLM 		Martin Marietta Materials Inc
114,344
61951.580
-4.40%
6.750
-0.33%
0.190
+15.73%
+22.12%
37085.826
Building Materials
PRMW 		Primo Water Corp
2,464,519
53874.390
-16.67%
5.870
-0.91%
1.540
+17.26%
+68.33%
3882.592
Beverages - Non-Alcoholic
MNKD 		MannKind Corp
10,079,558
52615.290
0%
5.740
0%
3.670
+36.42%
+94.51%
1952.506
Biotechnology
FI 		Fiserv Inc
313,228
46683.500
-3.55%
5.090
-0.19%
0.050
+32.87%
+61.14%
121782.744
Software
UTHR 		United Therapeutics Corp
140,822
44858.850
-2.84%
4.890
-0.10%
0.320
+20.10%
+82.30%
17896.648
Biotechnology
FIS 		Fidelity National Information Services Inc
554,809
41810.410
-31.59%
4.560
-1.94%
0.100
+15.60%
+47.95%
47170.608
Software
ACHC 		Acadia Healthcare Co Inc
585,872
39569.800
+40.83%
4.310
+1.25%
0.630
-43.49%
-48.42%
3725.631
Healthcare Providers & Services
BYD 		Boyd Gaming Corp
699,751
38556.280
+51.41%
4.200
+1.43%
0.760
+32.71%
+19.01%
6529.304
Travel & Leisure
CNNE 		Cannae Holdings Inc
2,116,231
38388.430
-13.91%
4.190
-0.77%
3.370
+19.45%
+12.32%
1356.950
Restaurants

Nitorum Capital, L.P.'s Historical Top Holdings Breakdowns

Nitorum Capital, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FIS 		Fidelity National Information Services Inc2024-06-30Reduce
-1.94%
●
67.2 ($74.03) 78.36
$87.62
18.36%
Reduce -31.59%
554,809
-256,210
BIO 		Bio-Rad Laboratories Inc2024-06-30Reduce
-1.48%
●
268.26 ($290.85) 339.48
$364.53
25.33%
Reduce -37.64%
69,626
-42,027
BYD 		Boyd Gaming Corp2024-06-30Add
+1.43%
●
50.36 ($57.08) 67.67
$73.87
29.41%
Add 51.41%
699,751
237,583
ACHC 		Acadia Healthcare Co Inc2024-06-30Add
+1.25%
●
62.87 ($69.83) 76.39
$40.11
-42.56%
Add 40.83%
585,872
169,872
PRMW 		Primo Water Corp2024-06-30Reduce
-0.91%
●
17.51 ($20.56) 22.91
$24.21
17.75%
Reduce -16.67%
2,464,519
-492,887
CNNE 		Cannae Holdings Inc2024-06-30Reduce
-0.77%
●
17.08 ($19.41) 22.51
$21.63
11.44%
Reduce -13.91%
2,116,231
-341,795
ICUI 		ICU Medical Inc2024-06-30Add
+0.71%
●
94.53 ($105.21) 120.55
$177.88
69.07%
Add 28.19%
247,967
54,529
EVR 		Evercore Inc2024-06-30Reduce
-0.63%
●
181.5 ($194.59) 208.43
$307.05
57.79%
Reduce -26.53%
88,495
-31,949
MA 		Mastercard Inc2024-06-30Reduce
-0.60%
●
441.1 ($455.54) 479.43
$529.17
16.16%
Reduce -13.78%
76,315
-12,201
PSMT 		Pricesmart Inc2024-06-30Reduce
-0.49%
●
78.2 ($82.34) 87.24
$89.42
8.60%
Reduce -19.62%
235,376
-57,445

Nitorum Capital, L.P. Total Holding History ($B)

To

Nitorum Capital, L.P.'s Asset Allocation

To

Nitorum Capital, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nitorum Capital, L.P.'s Hypothetical Growth since 2024-06-30

Nitorum Capital, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Nitorum Capital, L.P.'s Holdings Heat Map

Size field:

Nitorum Capital, L.P.'s Holdings Bubble Chart

Nitorum Capital, L.P. News

  • 1

Discussions on Nitorum Capital, L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.