Holdings
Nitorum Capital, L.P.
As of Jun 30, 2026, Nitorum Capital, L.P. reported 19 positions worth US$114M. Largest: Dell Technologies Inc., Martin Marietta Materials, Inc. and Rb Global, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dell Technologies Inc. | 31,399 | US$13.5M | −22,500 | Jun 30, 2026 |
| Martin Marietta Materials, Inc. | 19,027 | US$11M | +1,440 | Jun 30, 2026 |
| Rb Global, Inc. | 83,881 | US$9.77M | no change | Jun 30, 2026 |
| Valmont Industries, Inc. | 16,305 | US$9.42M | no change | Jun 30, 2026 |
| Churchill Downs, Incorporated | 94,570 | US$8.48M | +17,600 | Jun 30, 2026 |
| Generac Holdings Inc. | 24,642 | US$7.22M | −7,100 | Jun 30, 2026 |
| Icu Medical, Inc. | 45,466 | US$6.67M | no change | Jun 30, 2026 |
| Pricesmart, Inc. | 31,875 | US$6.23M | no change | Jun 30, 2026 |
| Onespaworld Holdings Limited | 216K | US$6.09M | no change | Jun 30, 2026 |
| United Therapeutics Corporation | 10,664 | US$5.78M | −800 | Jun 30, 2026 |