The Analysis of Nitorum Capital, L.P.'s Holdings


Currently, Nitorum Capital, L.P. holds 25 types of securities in its portfolio with a total value $452.4M. In the most recent quarter, they have increased their positions in AZZ (+88.6K shares, valued at $9.5M), VMI (+4.4K shares, valued at $1.8M), GNRC (+747 shares, valued at $101.9K); decreased their positions in CNNE (-782.0K shares, valued at $12.3M), FIS (-145.1K shares, valued at $9.6M), MNKD (-1.2M shares, valued at $7.0M); initiated new positions in AZZ (+88.6K shares, valued at $9.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CHDN CHURCHILL DOWNS INC414.1K shares-11.49%2025-12-312026-02-17history
MLM MARTIN MARIETTA MATLS INC73.2K shares-7.98%2025-12-312026-02-17history
MNKD MANNKIND CORP5.3M shares-18.83%2025-12-312026-02-17history
RB GLOBAL INC RB GLOBAL INC276.1K shares-5.72%2025-12-312026-02-17history
DELL DELL TECHNOLOGIES INC217.0K shares-7.84%2025-12-312026-02-17history
BYD BOYD GAMING CORP261.3K shares-5.69%2025-12-312026-02-17history
ICUI ICU MED INC153.7K shares-16.09%2025-12-312026-02-17history
VMI VALMONT INDS INC53.9K shares8.99%2025-12-312026-02-17history
Sponsored
LAUR LAUREATE EDUCATION INC640.9K shares-7.98%2025-12-312026-02-17history
PSMT PRICESMART INC161.0K shares-7.98%2025-12-312026-02-17history
UTHR UNITED THERAPEUTICS CORP DEL37.0K shares-14.76%2025-12-312026-02-17history
OSW ONESPAWORLD HOLDINGS LIMITED801.4K shares-5.72%2025-12-312026-02-17history
GNRC GENERAC HLDGS INC117.2K shares0.64%2025-12-312026-02-17history
FCN FTI CONSULTING INC81.9K shares-12.98%2025-12-312026-02-17history
QIAGEN NV QIAGEN NV244.8K shares-5.69%2025-12-312026-02-17history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.4K shares-5.73%2025-12-312026-02-17history
Sponsored
AZZ AZZ INC88.6K sharesnew addition2025-12-312026-02-17history
MA MASTERCARD INCORPORATED16.5K shares-5.73%2025-12-312026-02-17history
WBS WEBSTER FINL CORP147.2K shares-38.84%2025-12-312026-02-17history
GNTX GENTEX CORP394.9K shares-15.04%2025-12-312026-02-17history
EVR EVERCORE INC26.6K shares-5.63%2025-12-312026-02-17history
CNNE CANNAE HLDGS INC568.7K shares-57.90%2025-12-312026-02-17history
FIS FIDELITY NATL INFORMATION SV129.4K shares-52.85%2025-12-312026-02-17history
EBAY EBAY INC.93.7K shares-5.47%2025-12-312026-02-17history
Sponsored
CPRT COPART INC205.1K shares-13.60%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available