Nitorum Capital, L.P.
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1630243.
- Reported value$146.8m
- Positions23
Holdings: 23 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| State STR SPDR S&P Midcap 40MDY | UTSER1 S&PDCRP | 78467Y107 | 14.9 | 10.2% | 21,216 | Unchanged | |
| Dell Technologies IncDELL | CL C | 24703L202 | 13.5 | 9.2% | 31,399 | Reduced−22,500 | |
| Martin Marietta Matls IncMLM | COM | 573284106 | 11.0 | 7.5% | 19,027 | Added+1,440 | |
| RB Global IncRBA | COM | 74935Q107 | 9.8 | 6.7% | 83,881 | Unchanged | |
| Invesco Exchange Traded FD T | S&P500 EQL WGT | 46137V357 | 9.7 | 6.6% | 45,800 | New+45,800 | |
| Valmont Inds IncVMI | COM | 920253101 | 9.4 | 6.4% | 16,305 | Unchanged | |
| Churchill Downs IncCHDN | COM | 171484108 | 8.5 | 5.8% | 94,570 | Added+17,600 | |
| Generac Holdings IncGNRC | COM | 368736104 | 7.2 | 4.9% | 24,642 | Reduced−7,100 | |
| ICU Med IncICUI | COM | 44930G107 | 6.7 | 4.5% | 45,466 | Unchanged | |
| Pricesmart IncPSMT | COM | 741511109 | 6.2 | 4.2% | 31,875 | Unchanged | |
| Onespaworld Holdings Limited | COM | P73684113 | 6.1 | 4.2% | 215,808 | Unchanged | |
| United Therapeutics Corp DelUTHR | COM | 91307C102 | 5.8 | 3.9% | 10,664 | Reduced−800 | |
| Qiagen NV | ORD SHARES | N72482156 | 5.7 | 3.9% | 144,912 | Added+21,300 | |
| Boyd Gaming CorpBYD | COM | 103304101 | 5.6 | 3.8% | 63,256 | Unchanged | |
| Laureate Ed IncLAUR | COMMON STOCK | 518613203 | 5.2 | 3.5% | 142,010 | Unchanged | |
| AZZ IncAZZ | COM | 002474104 | 4.6 | 3.2% | 29,915 | Added+3,700 | |
| FTI Consulting IncFCN | COM | 302941109 | 3.9 | 2.6% | 25,854 | Added+3,400 | |
| Gentex CorpGNTX | COM | 371901109 | 3.5 | 2.4% | 137,571 | Added+35,493 | |
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 3.3 | 2.3% | 6,632 | Unchanged | |
| Evercore IncEVR | CLASS A | 29977A105 | 2.1 | 1.4% | 6,225 | Unchanged | |
| Powerlaw CorpPWRL | COM | 738922103 | 2.1 | 1.4% | 142,213 | New+142,213 | |
| Ebay Inc.EBAY | COM | 278642103 | 1.9 | 1.3% | 17,222 | Reduced−3,978 | |
| Space Exploration Techn CorpSPCX | CLASS A COM STK | 84615Q103 | 0.2 | 0.1% | 1,000 | New+1,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001630243-26-000011 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.