HoldingsChannel.com
All Stocks Held By Nitorum Capital L.P.
As of  09/30/2022, we find all stocks held by Nitorum Capital L.P. to be as follows, presented in the table below with each row detailing each Nitorum Capital L.P. position, ordered by largest to smallest position size. The all-stocks-held-by-Nitorum Capital L.P. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Nitorum Capital L.P. as of the latest filing.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
CHURCHILL DOWNS INC 501,233 -75,000 $92,302
     CHDN501,233-75,000$92,302
BIO RAD LABS INC 205,457 +17,000 $85,704
     BIO205,457+17,000$85,704
MSC INDL DIRECT INC 1,090,432 +23,200 $79,394
     MSM1,090,432+23,200$79,394
CANNAE HLDGS INC 3,769,934 -112,097 $77,887
     CNNE3,769,934-112,097$77,887
PRIMO WATER CORPORATION 5,042,422 -1,489,676 $63,282
     PRMW5,042,422-1,489,676$63,282
FISERV INC 663,562 -58,300 $62,089
     FISV663,562-58,300$62,089
FTI CONSULTING INC 373,817 UNCH $61,945
     FCN373,817UNCH$61,945
VALMONT INDS INC 182,211 UNCH $48,946
     VMI182,211UNCH$48,946
MARTIN MARIETTA MATLS INC 148,843 +10,800 $47,941
     MLM148,843+10,800$47,941
AZENTA INC 982,072 -504,307 $42,092
     AZTA982,072-504,307$42,092
EBAY INC. 1,092,135 -84,500 $40,201
     EBAY1,092,135-84,500$40,201
ICU MED INC 252,826 -52,200 $38,076
     ICUI252,826-52,200$38,076
WEBSTER FINL CORP 770,811 -275,448 $34,841
     WBS770,811-275,448$34,841
FIRST CTZNS BANCSHARES INC N (FCNCA) 43,518 -16,500 $34,703
     FCNCA43,518-16,500$34,703
COPART INC 284,900 -77,700 $30,313
     CPRT284,900-77,700$30,313
PAYPAL HLDGS INC 346,249 -170,900 $29,802
     PYPL346,249-170,900$29,802
MSD ACQUISITION CORP 3,000,000 UNCH $29,730
     MSDA3,000,000UNCH$29,730
BOYD GAMING CORP 610,014 -52,300 $29,067
     BYD610,014-52,300$29,067
SEALED AIR CORP NEW 594,224 +36,100 $26,449
     SEE594,224+36,100$26,449
EVERCORE INC 313,511 -72,400 $25,786
     EVR313,511-72,400$25,786
PRICESMART INC 443,400 +26,800 $25,535
     PSMT443,400+26,800$25,535
AUSTERLITZ ACQUISITION CORP 2,541,700 -635,425 $24,934
     ASZ2,541,700UNCH$24,934
GENTEX CORP 1,017,768 -418,600 $24,264
     GNTX1,017,768-418,600$24,264
AVANTOR INC 1,207,700 +1,207,700 $23,671
     AVTR1,207,700+1,207,700$23,671
DELL TECHNOLOGIES INC 648,482 UNCH $22,159
     DELL648,482UNCH$22,159
RAYTHEON TECHNOLOGIES CORP 251,900 +251,900 $20,621
     RTX251,900+251,900$20,621
AUSTERLITZ ACQUISITION CORP 1,330,300 -332,574 $13,050
     AUS1,330,300UNCH$13,050
IHS HOLDING LIMITED 1,987,791 UNCH $11,092
     IHS1,987,791UNCH$11,092
BLACK KNIGHT INC 49,543 +0 $3,207
     BKI49,543UNCH$3,207
CALLAWAY GOLF CO $0 (exited)
     ELY0-1,145,266$0
MSD ACQUISITION CORP $0 (exited)
     MSDAW0-599,999$0
VMWARE INC 0 -142,292 $0 (exited)
     VMW0-142,292$0

See Summary: Nitorum Capital L.P. Top Holdings
See Details: Top 10 Stocks Held By Nitorum Capital L.P.

EntityShares/Amount
Change
Position Value
Change
AVTR +1,207,700+$23,671
RTX +251,900+$20,621
EntityShares/Amount
Change
Position Value
Change
ELY -1,145,266-$23,363
VMW -142,292-$16,218
MSDAW -599,999-$205
EntityShares/Amount
Change
Position Value
Change
SEE +36,100-$5,766
PSMT +26,800-$4,306
MSM +23,200-$766
BIO +17,000-$7,582
MLM +10,800+$6,633
FCN UNCH-$5,660
VMI UNCH+$8,016
MSDA UNCH+$360
DELL UNCH-$7,807
IHS UNCH-$9,661
EntityShares/Amount
Change
Position Value
Change
PRMW -1,489,676-$24,117
ASZ -635,425+$74
AZTA -504,307-$65,076
GNTX -418,600-$15,911
AUS -332,574-$11
WBS -275,448-$9,259
PYPL -170,900-$6,316
CNNE -112,097+$2,809
EBAY -84,500-$8,829
Size ($ in 1000's)
At 09/30/2022: $1,149,083
At 06/30/2022: $1,357,896

Nitorum Capital L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nitorum Capital L.P. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Nitorum Capital L.P. | www.HoldingsChannel.com

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