13F-HR filed by Nitorum Capital, L.P.
Nitorum Capital, L.P. filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 26 holding rows worth $1,060,686,430.
- Accession
- 0001630243-23-000003
- Filer
- CIK 1630243
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 26 entries on the cover page, a total value of $1,060,686,430 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,060,686,430 with VALUE read as dollars as filed, 13F file number 028-17281. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BIO RAD LABS INC | 090572207 | CL A | 220,257 | $92,615,866 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 410,889 | $86,874,261 | dollars as filed | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 956,071 | $78,111,001 | dollars as filed | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 3,262,021 | $67,360,734 | dollars as filed | |
| FISERV INC | 337738108 | COM | 572,014 | $57,813,455 | dollars as filed | |
| PRIMO WATER CORPORATION | 74167P108 | COM | 3,711,011 | $57,669,111 | dollars as filed | |
| VALMONT INDS INC COM | 920253101 | Stock | 166,211 | $54,960,991 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 338,417 | $53,740,620 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 148,843 | $50,304,469 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 960,858 | $39,846,781 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 113,347 | $39,414,152 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 621,500 | $37,843,135 | dollars as filed | |
| IAA INC | 449253103 | COM | 789,500 | $31,580,000 | dollars as filed | |
| MSD ACQUISITION CORP | G5709C109 | CLASS A ORD SHS | 3,000,000 | $30,270,000 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 512,002 | $29,808,756 | dollars as filed | |
| BOYDGAMINGCORP | 103304101 | STOK | 532,614 | $29,043,441 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 1,017,768 | $27,754,533 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 35,866 | $27,199,340 | dollars as filed | |
| PRICESMART INC COM | 741511109 | Stock | 443,400 | $26,949,852 | dollars as filed | |
| ICU MED INC | 44930G107 | COM | 170,482 | $26,847,505 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 517,832 | $25,829,460 | dollars as filed | |
| WEBSTER FINL CORP | 947890109 | COM | 537,600 | $25,449,984 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 529,957 | $21,314,871 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 282,149 | $20,094,652 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 173,544 | $18,930,180 | dollars as filed | |
| BLACK KNIGHT INC COM | 09215C105 | Stock | 49,543 | $3,059,280 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630243-23-000003 | this filing | 2023-02-14 | acceptance time not in the bulk data set |