Nitorum Capital, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$113.9M
Q ending 2026-03-31
Prior quarter
$452.4M
Q ending 2025-12-31
Change
-74.8% QoQ · -84.0% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P Midcap 40 | MDY | Shares | $13.1M | 21K |
| Martin Marietta Matls Inc | MLM | Shares | $10.4M | 18K |
| Dell Technologies Inc | DELL | Shares | $8.8M | 54K |
| Rb Global Inc | RBA | Shares | $8.0M | 84K |
| Churchill Downs Inc | CHDN | Shares | $6.9M | 77K |
| United Therapeutics Corp Del | UTHR | Shares | $6.8M | 11K |
| Valmont Inds Inc | VMI | Shares | $6.5M | 16K |
| Generac Hldgs Inc | GNRC | Shares | $6.2M | 32K |
| Icu Med Inc | ICUI | Shares | $5.9M | 45K |
| Boyd Gaming Corp | BYD | Shares | $5.2M | 63K |
| Onespaworld Holdings Limited | Shares | $5.0M | 216K | |
| Qiagen Nv | Shares | $4.9M | 124K | |
| Laureate Ed Inc | LAUR | Shares | $4.9M | 142K |
| Pricesmart Inc | PSMT | Shares | $4.8M | 32K |
| Fti Consulting Inc | FCN | Shares | $4.0M | 22K |
| Azz Inc | AZZ | Shares | $3.3M | 26K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.2M | 7K |
| Gentex Corp | GNTX | Shares | $2.2M | 102K |
| Ebay Inc. | EBAY | Shares | $1.9M | 21K |
| Evercore Inc | EVR | Shares | $1.9M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.