Nitorum Capital, L.P.
24 holdingsFiling period: 2026-06-30Current AUM: $135.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MDY | State Str Spdr S&P Midcap 40 | 21.2K | $14.9M | $14.1M | 10.45% | -- | 2026-06-30 |
| 2 | DELL | Dell Technologies Inc | 31.4K | $13.5M | $14.5M | 10.71% | -22,500 | 2026-06-30 |
| 3 | MLM | Martin Marietta Matls Inc | 19.0K | $11.0M | $9.7M | 7.13% | +1.4K | 2026-06-30 |
| 4 | RBA | RB Global Inc | 83.9K | $9.8M | $6.8M | 5.01% | -- | 2026-06-30 |
| 5 | RSP | Invesco Exchange Traded FD T | 45.8K | $9.7M | $9.9M | 7.30% | -- | 2026-06-30 |
| 6 | VMI | Valmont Inds Inc | 16.3K | $9.4M | $7.3M | 5.43% | -- | 2026-06-30 |
| 7 | CHDN | Churchill Downs Inc | 94.6K | $8.5M | $7.9M | 5.80% | +17.6K | 2026-06-30 |
| 8 | GNRC | Generac Hldgs Inc | 24.6K | $7.2M | $4.8M | 3.54% | -7,100 | 2026-06-30 |
| 9 | ICUI | Icu Med Inc | 45.5K | $6.7M | $7.3M | 5.41% | -- | 2026-06-30 |
| 10 | PSMT | Pricesmart Inc | 31.9K | $6.2M | $5.5M | 4.08% | -- | 2026-06-30 |
| 11 | — | Onespaworld Holdings Limited | 215.8K | $6.1M | $6.1M | 4.50% | -- | 2026-06-30 |
| 12 | UTHR | United Therapeutics Corp Del | 10.7K | $5.8M | $5.9M | 4.36% | -800 | 2026-06-30 |
| 13 | — | Qiagen NV | 144.9K | $5.7M | $5.7M | 4.19% | +21.3K | 2026-06-30 |
| 14 | BYD | Boyd Gaming Corp | 63.3K | $5.6M | $4.5M | 3.35% | -- | 2026-06-30 |
| 15 | LAUR | Laureate ED Inc | 142.0K | $5.2M | $5.5M | 4.09% | -- | 2026-06-30 |
| 16 | AZZ | Azz Inc | 29.9K | $4.6M | $4.1M | 3.00% | +3.7K | 2026-06-30 |
| 17 | FCN | Fti Consulting Inc | 25.9K | $3.9M | $3.9M | 2.88% | +3.4K | 2026-06-30 |
| 18 | GNTX | Gentex Corp | 137.6K | $3.5M | $2.9M | 2.16% | +35.5K | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 6.6K | $3.3M | $3.3M | 2.45% | -- | 2026-06-30 |
| 20 | EVR | Evercore Inc | 6.2K | $2.1M | $1.6M | 1.16% | -- | 2026-06-30 |
| 21 | PWRL | Powerlaw Corp | 142.2K | $2.1M | $1.7M | 1.25% | -- | 2026-06-30 |
| 22 | EBAY | Ebay Inc. | 17.2K | $1.9M | $2.1M | 1.54% | -3,978 | 2026-06-30 |
| 23 | SPCX | Space Exploration Techn Corp | 1.0K | $170K | $147K | 0.11% | -- | 2026-06-30 |
| 24 | SPCX | Space Exploration Techn Corp | 1.0K | $170K | $147K | 0.11% | -- | 2026-06-30 |
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