Investor
Nitorum Capital, L.P.
CIK 0001630243 · filed 2026-05-15 · SEC filing
13F book
$113.9M
Positions
20
2 new · 7 sold
Largest name
11.5%
Spdr S&P Midcap 400 Etf Tr
Est. mark
$2.92M
Price effect on 18 names still held. Flow −$341.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P Midcap 400 Etf Tr | — | 21.2K | $13.1M | 11.5% | — | New |
| Martin Marietta Matls Inc | — | 17.6K | $10.4M | 9.1% | −$597.6K | Cut−$35.2M |
| Dell Technologies Inc. | DELL | 53.9K | $8.85M | 7.8% | $2.06M | Cut−$18.5M |
| Rb Global Inc. | RBA | 83.9K | $8.04M | 7.1% | −$588.8K | Cut−$20.4M |
| Churchill Downs Inc | CHDN | 77K | $6.91M | 6.1% | −$1.84M | Cut−$40.2M |
| United Therapeutics Corp Del | — | 11.5K | $6.8M | 6.0% | $1.21M | Cut−$11.2M |
| Valmont Inds Inc | — | 16.3K | $6.51M | 5.7% | −$44.8K | Cut−$15.2M |
| Generac Hldgs Inc | — | 31.7K | $6.2M | 5.4% | $1.87M | Cut−$9.78M |
| Icu Med Inc | — | 45.5K | $5.87M | 5.2% | −$614.7K | Cut−$16.1M |
| Boyd Gaming Corp | BYD | 63.3K | $5.2M | 4.6% | −$193.6K | Cut−$17.1M |
| Onespaworld Holdings Limited | — | 215.8K | $4.95M | 4.3% | $476.9K | Cut−$11.7M |
| Qiagen Nv Ord Shares | — | 123.6K | $4.95M | 4.3% | — | New |
| Laureate Education, Inc. | LAUR | 142K | $4.95M | 4.3% | $166.2K | Cut−$16.6M |
| Pricesmart Inc | PSMT | 31.9K | $4.8M | 4.2% | $887.1K | Cut−$14.9M |
| Fti Consulting, Inc | FCN | 22.5K | $3.97M | 3.5% | $133.4K | Cut−$10M |
| Azz Inc | AZZ | 26.2K | $3.28M | 2.9% | $470.6K | Cut−$6.21M |
| Berkshire Hathaway Inc Del | — | 6.63K | $3.18M | 2.8% | −$155.5K | Cut−$7.59M |
| Gentex Corp | GNTX | 102.1K | $2.23M | 2.0% | −$145K | Cut−$6.96M |
| Ebay Inc | EBAY | 21.2K | $1.93M | 1.7% | $83.1K | Cut−$6.23M |
| Evercore Inc. | EVR | 6.22K | $1.86M | 1.6% | −$259.8K | Cut−$7.19M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.