Institutional Fund
Nitorum Capital, L.P.
New York, NYCIK 16302435 filings on record
Portfolio Value
$113.92M
Q1 2026
Holdings
20
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-74.8%
from $452.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P Midcap 400 ETF Tr11.5%
- Martin Marietta Matls Inc9.1%
- Dell Technologies Inc7.8%
- Rb Global Inc7.1%
- Churchill Downs Inc6.1%
- United Therapeutics Corp Del6.0%
- Other52.6%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P Midcap 400 ETF Tr | 21.2K | $13.09M | 11.5% | +21.2K | New |
| 2 | Martin Marietta Matls Inc | 17.6K | $10.35M | 9.1% | −55.6K | Reduced |
| 3 | Dell Technologies Inc | 53.9K | $8.85M | 7.8% | −163.1K | Reduced |
| 4 | Rb Global Inc | 83.9K | $8.04M | 7.1% | −192.2K | Reduced |
| 5 | Churchill Downs Inc | 77.0K | $6.91M | 6.1% | −337.1K | Reduced |
| 6 | United Therapeutics Corp Del | 11.5K | $6.80M | 6.0% | −25.6K | Reduced |
| 7 | Valmont Inds Inc | 16.3K | $6.51M | 5.7% | −37.6K | Reduced |
| 8 | Generac Hldgs Inc | 31.7K | $6.20M | 5.4% | −85.5K | Reduced |
| 9 | Icu Med Inc | 45.5K | $5.87M | 5.2% | −108.2K | Reduced |
| 10 | Boyd Gaming Corp | 63.3K | $5.20M | 4.6% | −198.0K | Reduced |
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