Filed: 2/17/2026ACC: 0001630243-26-000004
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $452.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$452.36M
Total AUM (reported)
10.55M
Total Shares
Allocation by class
COM$333.04M73.6%
COM NEW$30.20M6.7%
CL C$27.32M6.0%
COMMON STOCK$21.58M4.8%
COM SHS$11.01M2.4%
CL B NEW$10.77M2.4%
CL A$9.40M2.1%
Portfolio Concentration
Top 3$122.88M27.2%
4–10$162.94M36.0%
11–25$166.54M36.8%
Top 3 weight
27.2%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 10.55M
Sole
Full voting authority
10.55M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
CHURCHILL DOWNS INC
SOLEShares414.06K
TypeSH
Market value$47.11M
10.41%
Sole
414.06K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares73.19K
TypeSH
Market value$45.57M
10.07%
Sole
73.19K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares5.33M
TypeSH
Market value$30.20M
6.68%
Sole
5.33M
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares276.12K
TypeSH
Market value$28.40M
6.28%
Sole
276.12K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares217K
TypeSH
Market value$27.32M
6.04%
Sole
217K
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares261.27K
TypeSH
Market value$22.27M
4.92%
Sole
261.27K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares153.66K
TypeSH
Market value$21.92M
4.85%
Sole
153.66K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares53.94K
TypeSH
Market value$21.70M
4.80%
Sole
53.94K
Shared
0.00
None
0.00
LAUREATE EDUCATION INC
SOLEShares640.92K
TypeSH
Market value$21.58M
4.77%
Sole
640.92K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares160.98K
TypeSH
Market value$19.75M
4.37%
Sole
160.98K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares37.02K
TypeSH
Market value$18.04M
3.99%
Sole
37.02K
Shared
0.00
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares801.39K
TypeSH
Market value$16.62M
3.67%
Sole
801.39K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares117.20K
TypeSH
Market value$15.98M
3.53%
Sole
117.20K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares81.86K
TypeSH
Market value$13.98M
3.09%
Sole
81.86K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares244.82K
TypeSH
Market value$11.01M
2.43%
Sole
244.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.42K
TypeSH
Market value$10.77M
2.38%
Sole
21.42K
Shared
0.00
None
0.00
AZZ INC
SOLEShares88.59K
TypeSH
Market value$9.49M
2.10%
Sole
88.59K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares16.46K
TypeSH
Market value$9.40M
2.08%
Sole
16.46K
Shared
0.00
None
0.00
WEBSTER FINL CORP
SOLEShares147.16K
TypeSH
Market value$9.26M
2.05%
Sole
147.16K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares394.89K
TypeSH
Market value$9.19M
2.03%
Sole
394.89K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares26.60K
TypeSH
Market value$9.05M
2.00%
Sole
26.60K
Shared
0.00
None
0.00
CANNAE HLDGS INC
SOLEShares568.68K
TypeSH
Market value$8.95M
1.98%
Sole
568.68K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares129.45K
TypeSH
Market value$8.60M
1.90%
Sole
129.45K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares93.68K
TypeSH
Market value$8.16M
1.80%
Sole
93.68K
Shared
0.00
None
0.00
COPART INC
SOLEShares205.13K
TypeSH
Market value$8.03M
1.78%
Sole
205.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHURCHILL DOWNS INCSOLE | COM | 414.06K | SH | $47.11M 10.41% | 414.06K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 73.19K | SH | $45.57M 10.07% | 73.19K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 5.33M | SH | $30.20M 6.68% | 5.33M | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 276.12K | SH | $28.40M 6.28% | 276.12K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 217K | SH | $27.32M 6.04% | 217K | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 261.27K | SH | $22.27M 4.92% | 261.27K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 153.66K | SH | $21.92M 4.85% | 153.66K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 53.94K | SH | $21.70M 4.80% | 53.94K | 0.00 | 0.00 |
LAUREATE EDUCATION INCSOLE | COMMON STOCK | 640.92K | SH | $21.58M 4.77% | 640.92K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 160.98K | SH | $19.75M 4.37% | 160.98K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 37.02K | SH | $18.04M 3.99% | 37.02K | 0.00 | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 801.39K | SH | $16.62M 3.67% | 801.39K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 117.20K | SH | $15.98M 3.53% | 117.20K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 81.86K | SH | $13.98M 3.09% | 81.86K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 244.82K | SH | $11.01M 2.43% | 244.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.42K | SH | $10.77M 2.38% | 21.42K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 88.59K | SH | $9.49M 2.10% | 88.59K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 16.46K | SH | $9.40M 2.08% | 16.46K | 0.00 | 0.00 |
WEBSTER FINL CORPSOLE | COM | 147.16K | SH | $9.26M 2.05% | 147.16K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 394.89K | SH | $9.19M 2.03% | 394.89K | 0.00 | 0.00 |
EVERCORE INCSOLE | CLASS A | 26.60K | SH | $9.05M 2.00% | 26.60K | 0.00 | 0.00 |
CANNAE HLDGS INCSOLE | COM | 568.68K | SH | $8.95M 1.98% | 568.68K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 129.45K | SH | $8.60M 1.90% | 129.45K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 93.68K | SH | $8.16M 1.80% | 93.68K | 0.00 | 0.00 |
COPART INCSOLE | COM | 205.13K | SH | $8.03M 1.78% | 205.13K | 0.00 | 0.00 |