Filed: 5/15/2026ACC: 0001630243-26-000008
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $113.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$113.92M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
COM$77.05M67.6%
UTSER1 S&PDCRP$13.09M11.5%
CL C$8.85M7.8%
ORD SHARES$4.95M4.3%
COMMON STOCK$4.95M4.3%
CL B NEW$3.18M2.8%
CLASS A$1.86M1.6%
Portfolio Concentration
Top 3$32.28M28.3%
4–10$45.54M40.0%
11–25$36.09M31.7%
Top 3 weight
28.3%
Top 10 weight
68.3%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
1.12M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
STATE STR SPDR S&P MIDCAP 40
SOLEShares21.22K
TypeSH
Market value$13.09M
11.49%
Sole
21.22K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares17.59K
TypeSH
Market value$10.35M
9.09%
Sole
17.59K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares53.90K
TypeSH
Market value$8.85M
7.77%
Sole
53.90K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares83.88K
TypeSH
Market value$8.04M
7.06%
Sole
83.88K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares76.97K
TypeSH
Market value$6.91M
6.07%
Sole
76.97K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares11.46K
TypeSH
Market value$6.80M
5.97%
Sole
11.46K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares16.30K
TypeSH
Market value$6.51M
5.72%
Sole
16.30K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares31.74K
TypeSH
Market value$6.20M
5.44%
Sole
31.74K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares45.47K
TypeSH
Market value$5.87M
5.15%
Sole
45.47K
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares63.26K
TypeSH
Market value$5.20M
4.56%
Sole
63.26K
Shared
0.00
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares215.81K
TypeSH
Market value$4.95M
4.35%
Sole
215.81K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares123.61K
TypeSH
Market value$4.95M
4.34%
Sole
123.61K
Shared
0.00
None
0.00
LAUREATE ED INC
SOLEShares142.01K
TypeSH
Market value$4.95M
4.34%
Sole
142.01K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares31.88K
TypeSH
Market value$4.80M
4.21%
Sole
31.88K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares22.45K
TypeSH
Market value$3.97M
3.48%
Sole
22.45K
Shared
0.00
None
0.00
AZZ INC
SOLEShares26.21K
TypeSH
Market value$3.28M
2.88%
Sole
26.21K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.63K
TypeSH
Market value$3.18M
2.79%
Sole
6.63K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares102.08K
TypeSH
Market value$2.23M
1.96%
Sole
102.08K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares21.20K
TypeSH
Market value$1.93M
1.69%
Sole
21.20K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares6.22K
TypeSH
Market value$1.86M
1.63%
Sole
6.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 21.22K | SH | $13.09M 11.49% | 21.22K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 17.59K | SH | $10.35M 9.09% | 17.59K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 53.90K | SH | $8.85M 7.77% | 53.90K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 83.88K | SH | $8.04M 7.06% | 83.88K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 76.97K | SH | $6.91M 6.07% | 76.97K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 11.46K | SH | $6.80M 5.97% | 11.46K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 16.30K | SH | $6.51M 5.72% | 16.30K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 31.74K | SH | $6.20M 5.44% | 31.74K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 45.47K | SH | $5.87M 5.15% | 45.47K | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 63.26K | SH | $5.20M 4.56% | 63.26K | 0.00 | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 215.81K | SH | $4.95M 4.35% | 215.81K | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 123.61K | SH | $4.95M 4.34% | 123.61K | 0.00 | 0.00 |
LAUREATE ED INCSOLE | COMMON STOCK | 142.01K | SH | $4.95M 4.34% | 142.01K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 31.88K | SH | $4.80M 4.21% | 31.88K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 22.45K | SH | $3.97M 3.48% | 22.45K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 26.21K | SH | $3.28M 2.88% | 26.21K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.63K | SH | $3.18M 2.79% | 6.63K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 102.08K | SH | $2.23M 1.96% | 102.08K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 21.20K | SH | $1.93M 1.69% | 21.20K | 0.00 | 0.00 |
EVERCORE INCSOLE | CLASS A | 6.22K | SH | $1.86M 1.63% | 6.22K | 0.00 | 0.00 |