Nitorum Capital, L.P. Long-Term Concentrated

Location: New York, NY

CIK: 0001630243 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $452M (100.0% shares, 0.0% debt)

Holdings (25)

CHDN CHURCHILL DOWNS INC 10.4%

Value $47.11M Shares 414,062 Est. Cost $94.77 Unrealized +9.2%

MLM MARTIN MARIETTA MATLS INC 10.1%

Value $45.57M Shares 73,185 Est. Cost $248.63 Unrealized +149.9%

MNKD MANNKIND CORP 6.7%

Value $30.2M Shares 5,325,823 Est. Cost $4.33 Unrealized +27.3%

RBA RB GLOBAL INC 6.3%

Value $28.4M Shares 276,120 Est. Cost $57.36 Unrealized +77.1%

DELL DELL TECHNOLOGIES INC 6.0%

Value $27.32M Shares 217,003 Est. Cost $113.70 Unrealized +23.8%

BYD BOYD GAMING CORP 4.9%

Value $22.27M Shares 261,270 Est. Cost $58.87 Unrealized +39.7%

ICUI ICU MED INC 4.8%

Value $21.92M Shares 153,657 Est. Cost $134.84 Unrealized -0.7%

VMI VALMONT INDS INC 4.8%

Value $21.7M Shares 53,937 Est. Cost $204.57 Unrealized +98.9%

LAUR LAUREATE EDUCATION INC 4.8%

Value $21.58M Shares 640,918 Est. Cost $12.35 Unrealized +150.0%

PSMT PRICESMART INC 4.4%

Value $19.75M Shares 160,976 Est. Cost $73.30 Unrealized +65.7%

UTHR UNITED THERAPEUTICS CORP DEL 4.0%

Value $18.04M Shares 37,022 Est. Cost $229.60 Unrealized +102.8%

OSW ONESPAWORLD HOLDINGS LIMITED 3.7%

Value $16.62M Shares 801,393 Est. Cost $19.03 Unrealized +9.9%

GNRC GENERAC HLDGS INC 3.5%

Value $15.98M Shares 117,201 Est. Cost $154.17 Unrealized +4.7%

FCN FTI CONSULTING INC 3.1%

Value $13.98M Shares 81,860 Est. Cost $115.96 Unrealized +42.2%

— QIAGEN NV 2.4%

Value $11.01M Shares 244,824 Est. Cost $45.24 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%

Value $10.77M Shares 21,423 Est. Cost $309.37 Unrealized +60.8%

AZZ AZZ INC 2.1%

Value $9.495M Shares 88,586 Est. Cost $103.44 Unrealized 0.0%

MA MASTERCARD INCORPORATED 2.1%

Value $9.4M Shares 16,465 Est. Cost $323.40 Unrealized +72.8%

WBS WEBSTER FINL CORP 2.0%

Value $9.262M Shares 147,156 Est. Cost $47.22 Unrealized +25.7%

GNTX GENTEX CORP 2.0%

Value $9.189M Shares 394,887 Est. Cost $21.47 Unrealized +12.3%

EVR EVERCORE INC 2.0%

Value $9.051M Shares 26,602 Est. Cost $124.73 Unrealized +157.3%

CNNE CANNAE HLDGS INC 2.0%

Value $8.945M Shares 568,685 Est. Cost $20.87 Unrealized -19.1%

FIS FIDELITY NATL INFORMATION SV 1.9%

Value $8.603M Shares 129,450 Est. Cost $56.44 Unrealized +16.3%

EBAY EBAY INC. 1.8%

Value $8.16M Shares 93,681 Est. Cost $42.66 Unrealized +102.5%

CPRT COPART INC 1.8%

Value $8.031M Shares 205,125 Est. Cost $29.88 Unrealized +38.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHDN	CHURCHILL DOWNS INC	414,062	$47.11M	10.4%	$94.77	+9.2%	COM	171484108
MLM	MARTIN MARIETTA MATLS INC	73,185	$45.57M	10.1%	$248.63	+149.9%	COM	573284106
MNKD	MANNKIND CORP	5,325,823	$30.2M	6.7%	$4.33	+27.3%	COM NEW	56400P706
RBA	RB GLOBAL INC	276,120	$28.4M	6.3%	$57.36	+77.1%	COM	74935Q107
DELL	DELL TECHNOLOGIES INC	217,003	$27.32M	6.0%	$113.70	+23.8%	CL C	24703L202
BYD	BOYD GAMING CORP	261,270	$22.27M	4.9%	$58.87	+39.7%	COM	103304101
ICUI	ICU MED INC	153,657	$21.92M	4.8%	$134.84	-0.7%	COM	44930G107
VMI	VALMONT INDS INC	53,937	$21.7M	4.8%	$204.57	+98.9%	COM	920253101
LAUR	LAUREATE EDUCATION INC	640,918	$21.58M	4.8%	$12.35	+150.0%	COMMON STOCK	518613203
PSMT	PRICESMART INC	160,976	$19.75M	4.4%	$73.30	+65.7%	COM	741511109
UTHR	UNITED THERAPEUTICS CORP DEL	37,022	$18.04M	4.0%	$229.60	+102.8%	COM	91307C102
OSW	ONESPAWORLD HOLDINGS LIMITED	801,393	$16.62M	3.7%	$19.03	+9.9%	COM	P73684113
GNRC	GENERAC HLDGS INC	117,201	$15.98M	3.5%	$154.17	+4.7%	COM	368736104
FCN	FTI CONSULTING INC	81,860	$13.98M	3.1%	$115.96	+42.2%	COM	302941109
—	QIAGEN NV	244,824	$11.01M	2.4%	$45.24	—	COM SHS	N72482206
BRK/B	BERKSHIRE HATHAWAY INC DEL	21,423	$10.77M	2.4%	$309.37	+60.8%	CL B NEW	084670702
AZZ	AZZ INC	88,586	$9.495M	2.1%	$103.44	0.0%	COM	002474104
MA	MASTERCARD INCORPORATED	16,465	$9.4M	2.1%	$323.40	+72.8%	CL A	57636Q104
WBS	WEBSTER FINL CORP	147,156	$9.262M	2.0%	$47.22	+25.7%	COM	947890109
GNTX	GENTEX CORP	394,887	$9.189M	2.0%	$21.47	+12.3%	COM	371901109
EVR	EVERCORE INC	26,602	$9.051M	2.0%	$124.73	+157.3%	CLASS A	29977A105
CNNE	CANNAE HLDGS INC	568,685	$8.945M	2.0%	$20.87	-19.1%	COM	13765N107
FIS	FIDELITY NATL INFORMATION SV	129,450	$8.603M	1.9%	$56.44	+16.3%	COM	31620M106
EBAY	EBAY INC.	93,681	$8.16M	1.8%	$42.66	+102.5%	COM	278642103
CPRT	COPART INC	205,125	$8.031M	1.8%	$29.88	+38.8%	COM	217204106