Filed: 8/14/2026ACC: 0001630243-26-000011
📋 What this filing means
NITORUM CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $146.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$146.84M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
COM$92.18M62.8%
UTSER1 S&PDCRP$14.92M10.2%
CL C$13.55M9.2%
S&P500 EQL WGT$9.74M6.6%
ORD SHARES$5.67M3.9%
COMMON STOCK$5.16M3.5%
CL B NEW$3.32M2.3%
Portfolio Concentration
Top 3$39.44M26.9%
4–10$57.52M39.2%
11–25$49.88M34.0%
Top 3 weight
26.9%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
1.36M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
STATE STR SPDR S&P MIDCAP 40
SOLEShares21.22K
TypeSH
Market value$14.92M
10.16%
Sole
21.22K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares31.40K
TypeSH
Market value$13.55M
9.23%
Sole
31.40K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares19.03K
TypeSH
Market value$10.97M
7.47%
Sole
19.03K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares83.88K
TypeSH
Market value$9.77M
6.65%
Sole
83.88K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares45.80K
TypeSH
Market value$9.74M
6.64%
Sole
45.80K
Shared
0.00
None
0.00
VALMONT INDS INC
SOLEShares16.30K
TypeSH
Market value$9.42M
6.41%
Sole
16.30K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares94.57K
TypeSH
Market value$8.48M
5.77%
Sole
94.57K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares24.64K
TypeSH
Market value$7.22M
4.91%
Sole
24.64K
Shared
0.00
None
0.00
ICU MED INC
SOLEShares45.47K
TypeSH
Market value$6.67M
4.54%
Sole
45.47K
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares31.88K
TypeSH
Market value$6.23M
4.24%
Sole
31.88K
Shared
0.00
None
0.00
ONESPAWORLD HOLDINGS LIMITED
SOLEShares215.81K
TypeSH
Market value$6.09M
4.15%
Sole
215.81K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares10.66K
TypeSH
Market value$5.78M
3.94%
Sole
10.66K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares144.91K
TypeSH
Market value$5.67M
3.86%
Sole
144.91K
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares63.26K
TypeSH
Market value$5.59M
3.81%
Sole
63.26K
Shared
0.00
None
0.00
LAUREATE ED INC
SOLEShares142.01K
TypeSH
Market value$5.16M
3.51%
Sole
142.01K
Shared
0.00
None
0.00
AZZ INC
SOLEShares29.91K
TypeSH
Market value$4.64M
3.16%
Sole
29.91K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares25.85K
TypeSH
Market value$3.85M
2.62%
Sole
25.85K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares137.57K
TypeSH
Market value$3.48M
2.37%
Sole
137.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.63K
TypeSH
Market value$3.32M
2.26%
Sole
6.63K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares6.22K
TypeSH
Market value$2.13M
1.45%
Sole
6.22K
Shared
0.00
None
0.00
POWERLAW CORP
SOLEShares142.21K
TypeSH
Market value$2.09M
1.42%
Sole
142.21K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares17.22K
TypeSH
Market value$1.92M
1.31%
Sole
17.22K
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
SOLEShares1K
TypeSH
Market value$170.9K
0.12%
Sole
1K
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 | $14.92M 10.16% | 21.22K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 31.40K | SH | $13.55M 9.23% | 31.40K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 19.03K | SH | $10.97M 7.47% | 19.03K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 83.88K | SH | $9.77M 6.65% | 83.88K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 45.80K | SH | $9.74M 6.64% | 45.80K | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 16.30K | SH | $9.42M 6.41% | 16.30K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 94.57K | SH | $8.48M 5.77% | 94.57K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 24.64K | SH | $7.22M 4.91% | 24.64K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 45.47K | SH | $6.67M 4.54% | 45.47K | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 31.88K | SH | $6.23M 4.24% | 31.88K | 0.00 | 0.00 |
ONESPAWORLD HOLDINGS LIMITEDSOLE | COM | 215.81K | SH | $6.09M 4.15% | 215.81K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 10.66K | SH | $5.78M 3.94% | 10.66K | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 144.91K | SH | $5.67M 3.86% | 144.91K | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 63.26K | SH | $5.59M 3.81% | 63.26K | 0.00 | 0.00 |
LAUREATE ED INCSOLE | COMMON STOCK | 142.01K | SH | $5.16M 3.51% | 142.01K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 29.91K | SH | $4.64M 3.16% | 29.91K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 25.85K | SH | $3.85M 2.62% | 25.85K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 137.57K | SH | $3.48M 2.37% | 137.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.63K | SH | $3.32M 2.26% | 6.63K | 0.00 | 0.00 |
EVERCORE INCSOLE | CLASS A | 6.22K | SH | $2.13M 1.45% | 6.22K | 0.00 | 0.00 |
POWERLAW CORPSOLE | COM | 142.21K | SH | $2.09M 1.42% | 142.21K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 17.22K | SH | $1.92M 1.31% | 17.22K | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 1K | SH | $170.9K 0.12% | 1K | 0.00 | 0.00 |