Nitorum Capital, L.P. reported 23 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Nitorum Capital, L.P. reported 23 holdings worth US$147M as of Jun 30, 2026. Largest: Dell Technologies Inc., Martin Marietta Materials, Inc. and Rb Global, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dell Technologies Inc. | 31,399 | US$13.5M | 9.2% |
| Martin Marietta Materials, Inc. | 19,027 | US$11M | 7.5% |
| Rb Global, Inc. | 83,881 | US$9.77M | 6.7% |
| Valmont Industries, Inc. | 16,305 | US$9.42M | 6.4% |
| Churchill Downs, Incorporated | 94,570 | US$8.48M | 5.8% |
| Generac Holdings Inc. | 24,642 | US$7.22M | 4.9% |
| Icu Medical, Inc. | 45,466 | US$6.67M | 4.5% |
| Pricesmart, Inc. | 31,875 | US$6.23M | 4.2% |
| Onespaworld Holdings Limited | 216K | US$6.09M | 4.2% |
| United Therapeutics Corporation | 10,664 | US$5.78M | 3.9% |
| Boyd Gaming Corporation | 63,256 | US$5.59M | 3.8% |
| Laureate Education, Inc. | 142K | US$5.16M | 3.5% |
| Azz Inc. | 29,915 | US$4.64M | 3.2% |
| Fti Consulting, Inc. | 25,854 | US$3.85M | 2.6% |
| Gentex Corporation | 138K | US$3.48M | 2.4% |
| Berkshire Hathaway Inc. | 6,632 | US$3.32M | 2.3% |
| Evercore Inc. | 6,225 | US$2.13M | 1.4% |
| Ebay Inc. | 17,222 | US$1.92M | 1.3% |
| Space Exploration Technologies Corp | 1,000 | US$171K | 0.12% |