Nitorum Capital, L.P.
20 holdingsFiling period: 2026-03-31Current AUM: $133.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MDY | STATE STR SPDR S&P MIDCAP 40 | 21.2K | $13.1M | $14.6M | 10.92% | -- | 2026-03-31 |
| 2 | MLM | MARTIN MARIETTA MATLS INC | 17.6K | $10.4M | $9.2M | 6.93% | -55,598 | 2026-03-31 |
| 3 | DELL | DELL TECHNOLOGIES INC | 53.9K | $8.8M | $21.8M | 16.39% | -163,104 | 2026-03-31 |
| 4 | RBA | RB GLOBAL INC | 83.9K | $8.0M | $9.2M | 6.91% | -192,239 | 2026-03-31 |
| 5 | CHDN | CHURCHILL DOWNS INC | 77.0K | $6.9M | $6.5M | 4.87% | -337,092 | 2026-03-31 |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | 11.5K | $6.8M | $5.9M | 4.45% | -25,558 | 2026-03-31 |
| 7 | VMI | VALMONT INDS INC | 16.3K | $6.5M | $7.9M | 5.89% | -37,632 | 2026-03-31 |
| 8 | GNRC | GENERAC HLDGS INC | 31.7K | $6.2M | $6.3M | 4.69% | -85,459 | 2026-03-31 |
| 9 | ICUI | ICU MED INC | 45.5K | $5.9M | $7.7M | 5.75% | -108,191 | 2026-03-31 |
| 10 | BYD | BOYD GAMING CORP | 63.3K | $5.2M | $5.4M | 4.04% | -198,014 | 2026-03-31 |
| 11 | — | ONESPAWORLD HOLDINGS LIMITED | 215.8K | $5.0M | $5.0M | 3.72% | -585,585 | 2026-03-31 |
| 12 | — | QIAGEN NV | 123.6K | $4.9M | $4.9M | 3.71% | -- | 2026-03-31 |
| 13 | LAUR | LAUREATE ED INC | 142.0K | $4.9M | $5.4M | 4.08% | -498,908 | 2026-03-31 |
| 14 | PSMT | PRICESMART INC | 31.9K | $4.8M | $6.2M | 4.64% | -129,101 | 2026-03-31 |
| 15 | FCN | FTI CONSULTING INC | 22.5K | $4.0M | $3.6M | 2.68% | -59,406 | 2026-03-31 |
| 16 | AZZ | AZZ INC | 26.2K | $3.3M | $3.8M | 2.85% | -62,371 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.6K | $3.2M | $3.2M | 2.38% | -14,791 | 2026-03-31 |
| 18 | GNTX | GENTEX CORP | 102.1K | $2.2M | $2.4M | 1.79% | -292,809 | 2026-03-31 |
| 19 | EBAY | EBAY INC. | 21.2K | $1.9M | $2.4M | 1.81% | -72,481 | 2026-03-31 |
| 20 | EVR | EVERCORE INC | 6.2K | $1.9M | $2.0M | 1.50% | -20,377 | 2026-03-31 |
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