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Nitorum Capital, L.P. 13F holdings

Filed 2026-08-14 · Nitorum Capital, L.P. · 23 positions · $146.8M

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TickerCompanySharesValue% of portfolio
MDYSTATE STR SPDR S&P MIDCAP 4021.2K$14.9M10.2%
DELLDELL TECHNOLOGIES INC31.4K$13.5M9.2%
MLMMARTIN MARIETTA MATLS INC19.0K$11.0M7.5%
RBARB GLOBAL INC83.9K$9.8M6.7%
RSPINVESCO EXCHANGE TRADED FD T45.8K$9.7M6.6%
VMIVALMONT INDS INC16.3K$9.4M6.4%
CHDNCHURCHILL DOWNS INC94.6K$8.5M5.8%
GNRCGENERAC HLDGS INC24.6K$7.2M4.9%
ICUIICU MED INC45.5K$6.7M4.5%
PSMTPRICESMART INC31.9K$6.2M4.2%
—ONESPAWORLD HOLDINGS LIMITED215.8K$6.1M4.2%
UTHRUNITED THERAPEUTICS CORP DEL10.7K$5.8M3.9%
—QIAGEN NV144.9K$5.7M3.9%
BYDBOYD GAMING CORP63.3K$5.6M3.8%
LAURLAUREATE ED INC142.0K$5.2M3.5%
AZZAZZ INC29.9K$4.6M3.2%
FCNFTI CONSULTING INC25.9K$3.9M2.6%
GNTXGENTEX CORP137.6K$3.5M2.4%
BRK-BBERKSHIRE HATHAWAY INC DEL6.6K$3.3M2.3%
EVREVERCORE INC6.2K$2.1M1.4%
—POWERLAW CORP142.2K$2.1M1.4%
EBAYEBAY INC.17.2K$1.9M1.3%
SPCXSPACE EXPLORATION TECHN CORP1.0K$170,8600.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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