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Nitorum Capital, L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $146,835,537
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP · 78467Y107 · shares: $14,922,061
- DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $13,547,413
- MARTIN MARIETTA MATLS INC · COM · 573284106 · shares: $10,972,871
- RB GLOBAL INC · COM · 74935Q107 · shares: $9,767,942
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $9,744,866
- VALMONT INDS INC · COM · 920253101 · shares: $9,417,768
- CHURCHILL DOWNS INC · COM · 171484108 · shares: $8,477,255
- GENERAC HLDGS INC · COM · 368736104 · shares: $7,215,424
- ICU MED INC · COM · 44930G107 · shares: $6,665,316
- PRICESMART INC · COM · 741511109 · shares: $6,226,463
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 21,216 shares | $14,922,061 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 31,399 shares | $13,547,413 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 19,027 shares | $10,972,871 |
| RB GLOBAL INC | COM | 74935Q107 | — | 83,881 shares | $9,767,942 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 45,800 shares | $9,744,866 |
| VALMONT INDS INC | COM | 920253101 | — | 16,305 shares | $9,417,768 |
| CHURCHILL DOWNS INC | COM | 171484108 | — | 94,570 shares | $8,477,255 |
| GENERAC HLDGS INC | COM | 368736104 | — | 24,642 shares | $7,215,424 |
| ICU MED INC | COM | 44930G107 | — | 45,466 shares | $6,665,316 |
| PRICESMART INC | COM | 741511109 | — | 31,875 shares | $6,226,463 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | — | 215,808 shares | $6,094,418 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 10,664 shares | $5,778,075 |
| QIAGEN NV | ORD SHARES | N72482156 | — | 144,912 shares | $5,666,059 |
| BOYD GAMING CORP | COM | 103304101 | — | 63,256 shares | $5,587,402 |
| LAUREATE ED INC | COMMON STOCK | 518613203 | — | 142,010 shares | $5,157,803 |
| AZZ INC | COM | 002474104 | — | 29,915 shares | $4,638,321 |
| FTI CONSULTING INC | COM | 302941109 | — | 25,854 shares | $3,852,505 |
| GENTEX CORP | COM | 371901109 | — | 137,571 shares | $3,476,419 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 6,632 shares | $3,318,586 |
| EVERCORE INC | CLASS A | 29977A105 | — | 6,225 shares | $2,125,464 |
| POWERLAW CORP | COM | 738922103 | — | 142,213 shares | $2,087,687 |
| EBAY INC. | COM | 278642103 | — | 17,222 shares | $1,924,559 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,000 shares | $170,860 |