Nitorum Capital, L.P. Portfolio Holdings

Nitorum Capital, L.P.

  • $882 Million
  • Q2 2024

Nitorum Capital, L.P. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $882 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Churchill Downs Inc with a value of $89.7M, Martin Marietta Materials Inc with a value of $62M, Primo Water Corp with a value of $53.9M, Mannkind Corp with a value of $52.6M, and United Therapeutics Corp with a value of $44.9M.

Examining the 13F form we can see an decrease of $58.9M in the current position value, from $941M to 882M.

Nitorum Capital, L.P. is based out at New York, NY

Below you can find more details about Nitorum Capital, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $882 Million
Consumer Cyclical: $265 Million
Healthcare: $203 Million
Financial Services: $112 Million
Technology: $98.2 Million
Consumer Defensive: $94.7 Million
Basic Materials: $62 Million
Industrials: $46.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $882 Million
  • Prior Value $941 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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