Filed: 11/14/2025ACC: 0001630243-25-000016
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $569.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$569.28M
Total AUM (reported)
14.94M
Total Shares
Allocation by class
COM$418.38M73.5%
COM NEW$35.24M6.2%
CL C$33.38M5.9%
COMMON STOCK$21.97M3.9%
CLASS A COM SHS$17.85M3.1%
COM SHS$11.60M2.0%
CL B NEW$11.42M2.0%
Portfolio Concentration
Top 3$130.75M23.0%
4–10$183.04M32.2%
11–25$236.98M41.6%
Rest$18.52M3.3%
Top 3 weight
23.0%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 14.94M
Sole
Full voting authority
14.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
MARTIN MARIETTA MATLS INC
SOLEShares79.53K
TypeSH
Market value$50.13M
8.81%
Sole
79.53K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares467.81K
TypeSH
Market value$45.38M
7.97%
Sole
467.81K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares6.56M
TypeSH
Market value$35.24M
6.19%
Sole
6.56M
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares235.47K
TypeSH
Market value$33.38M
5.86%
Sole
235.47K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares292.88K
TypeSH
Market value$31.74M
5.57%
Sole
292.88K
Shared
0.00
None
0.00
FISERV INC
SOLEShares196.22K
TypeSH
Market value$25.30M
4.44%
Sole
196.22K
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares1.35M
TypeSH
Market value$24.73M
4.34%
Sole
1.35M
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares277.04K
TypeSH
Market value$23.95M
4.21%
Sole
277.04K
Shared
0.00
None
0.00
LAUREATE EDUCATION INC
SOLEShares696.52K
TypeSH
Market value$21.97M
3.86%
Sole
696.52K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares183.13K
TypeSH
Market value$21.97M
3.86%
Sole
183.13K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares174.94K
TypeSH
Market value$21.20M
3.72%
Sole
174.94K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares116.45K
TypeSH
Market value$19.49M
3.42%
Sole
116.45K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares49.49K
TypeSH
Market value$19.19M
3.37%
Sole
49.49K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares821.78K
TypeSH
Market value$18.67M
3.28%
Sole
821.78K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares43.43K
TypeSH
Market value$18.21M
3.20%
Sole
43.43K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares274.54K
TypeSH
Market value$18.10M
3.18%
Sole
274.54K
Shared
0.00
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares850.05K
TypeSH
Market value$17.97M
3.16%
Sole
850.05K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares807.55K
TypeSH
Market value$17.85M
3.13%
Sole
807.55K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares94.07K
TypeSH
Market value$15.21M
2.67%
Sole
94.07K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares240.62K
TypeSH
Market value$14.30M
2.51%
Sole
240.62K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares464.78K
TypeSH
Market value$13.15M
2.31%
Sole
464.78K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares259.59K
TypeSH
Market value$11.60M
2.04%
Sole
259.59K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.72K
TypeSH
Market value$11.42M
2.01%
Sole
22.72K
Shared
0.00
None
0.00
COPART INC
SOLEShares237.41K
TypeSH
Market value$10.68M
1.88%
Sole
237.41K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares17.46K
TypeSH
Market value$9.93M
1.75%
Sole
17.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARTIN MARIETTA MATLS INCSOLE | COM | 79.53K | SH | $50.13M 8.81% | 79.53K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 467.81K | SH | $45.38M 7.97% | 467.81K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 6.56M | SH | $35.24M 6.19% | 6.56M | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 235.47K | SH | $33.38M 5.86% | 235.47K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 292.88K | SH | $31.74M 5.57% | 292.88K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 196.22K | SH | $25.30M 4.44% | 196.22K | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 1.35M | SH | $24.73M 4.34% | 1.35M | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 277.04K | SH | $23.95M 4.21% | 277.04K | 0.00 | 0.00 |
LAUREATE EDUCATION INCSOLE | COMMON STOCK | 696.52K | SH | $21.97M 3.86% | 696.52K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 183.13K | SH | $21.97M 3.86% | 183.13K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 174.94K | SH | $21.20M 3.72% | 174.94K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 116.45K | SH | $19.49M 3.42% | 116.45K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 49.49K | SH | $19.19M 3.37% | 49.49K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 821.78K | SH | $18.67M 3.28% | 821.78K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 43.43K | SH | $18.21M 3.20% | 43.43K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 274.54K | SH | $18.10M 3.18% | 274.54K | 0.00 | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 850.05K | SH | $17.97M 3.16% | 850.05K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 807.55K | SH | $17.85M 3.13% | 807.55K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 94.07K | SH | $15.21M 2.67% | 94.07K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 240.62K | SH | $14.30M 2.51% | 240.62K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 464.78K | SH | $13.15M 2.31% | 464.78K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 259.59K | SH | $11.60M 2.04% | 259.59K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.72K | SH | $11.42M 2.01% | 22.72K | 0.00 | 0.00 |
COPART INCSOLE | COM | 237.41K | SH | $10.68M 1.88% | 237.41K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 17.46K | SH | $9.93M 1.75% | 17.46K | 0.00 | 0.00 |
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