Nitorum Capital, L.P. Long-Term Concentrated

Location: NEW YORK, NY

CIK: 0001630243 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $114M (100.0% shares, 0.0% debt)

Holdings (20)

New Positions (2)

MDY STATE STR SPDR S&P MIDCAP 40 11.5%

Value $13.09M Shares 21,216 Est. Cost — Unrealized —

QGEN QIAGEN NV 4.3%

Value $4.949M Shares 123,612 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDY	STATE STR SPDR S&P MIDCAP 40	21,216	$13.09M	11.5%	—	—	UTSER1 S&PDCRP	78467Y107
QGEN	QIAGEN NV	123,612	$4.949M	4.3%	—	—	ORD SHARES	N72482156

Exited Positions (7)

MNKD MANNKIND CORP 26.5%

Value $30.2M Shares 5,325,823 Est. Cost — Unrealized —

— QIAGEN NV 9.7%

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

MA MASTERCARD INCORPORATED 8.3%

Value $9.4M Shares 16,465 Est. Cost — Unrealized —

WBS WEBSTER FINL CORP 8.1%

Value $9.262M Shares 147,156 Est. Cost — Unrealized —

CNNE CANNAE HLDGS INC 7.9%

Value $8.945M Shares 568,685 Est. Cost — Unrealized —

FIS FIDELITY NATL INFORMATION SV 7.6%

Value $8.603M Shares 129,450 Est. Cost — Unrealized —

CPRT COPART INC 7.0%

Value $8.031M Shares 205,125 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MNKD	MANNKIND CORP	5,325,823	$30.2M	26.5%	—	—	—	56400P706
—	QIAGEN NV	244,824	$11.01M	9.7%	—	—	—	N72482206
MA	MASTERCARD INCORPORATED	16,465	$9.4M	8.3%	—	—	—	57636Q104
WBS	WEBSTER FINL CORP	147,156	$9.262M	8.1%	—	—	—	947890109
CNNE	CANNAE HLDGS INC	568,685	$8.945M	7.9%	—	—	—	13765N107
FIS	FIDELITY NATL INFORMATION SV	129,450	$8.603M	7.6%	—	—	—	31620M106
CPRT	COPART INC	205,125	$8.031M	7.0%	—	—	—	217204106

Decreased Positions (18)

CHDN CHURCHILL DOWNS INC 6.1%

Value $6.914M (-85.3%) Shares 76,970 (-81.4%) Est. Cost — Unrealized —

MLM MARTIN MARIETTA MATLS INC 9.1%

Value $10.35M (-77.3%) Shares 17,587 (-76.0%) Est. Cost — Unrealized —

RBA RB GLOBAL INC 7.1%

Value $8.04M (-71.7%) Shares 83,881 (-69.6%) Est. Cost — Unrealized —

DELL DELL TECHNOLOGIES INC 7.8%

Value $8.846M (-67.6%) Shares 53,899 (-75.2%) Est. Cost — Unrealized —

BYD BOYD GAMING CORP 4.6%

Value $5.198M (-76.7%) Shares 63,256 (-75.8%) Est. Cost — Unrealized —

LAUR LAUREATE ED INC 4.3%

Value $4.948M (-77.1%) Shares 142,010 (-77.8%) Est. Cost — Unrealized —

ICUI ICU MED INC 5.2%

Value $5.872M (-73.2%) Shares 45,466 (-70.4%) Est. Cost — Unrealized —

VMI VALMONT INDS INC 5.7%

Value $6.515M (-70.0%) Shares 16,305 (-69.8%) Est. Cost — Unrealized —

PSMT PRICESMART INC 4.2%

Value $4.797M (-75.7%) Shares 31,875 (-80.2%) Est. Cost — Unrealized —

OSW ONESPAWORLD HOLDINGS LIMITED 4.3%

Value $4.953M (-70.2%) Shares 215,808 (-73.1%) Est. Cost — Unrealized —

UTHR UNITED THERAPEUTICS CORP DEL 6.0%

Value $6.798M (-62.3%) Shares 11,464 (-69.0%) Est. Cost — Unrealized —

FCN FTI CONSULTING INC 3.5%

Value $3.969M (-71.6%) Shares 22,454 (-72.6%) Est. Cost — Unrealized —

GNRC GENERAC HLDGS INC 5.4%

Value $6.2M (-61.2%) Shares 31,742 (-72.9%) Est. Cost — Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%

Value $3.178M (-70.5%) Shares 6,632 (-69.0%) Est. Cost — Unrealized —

EVR EVERCORE INC 1.6%

Value $1.858M (-79.5%) Shares 6,225 (-76.6%) Est. Cost — Unrealized —

GNTX GENTEX CORP 2.0%

Value $2.23M (-75.7%) Shares 102,078 (-74.2%) Est. Cost — Unrealized —

EBAY EBAY INC. 1.7%

Value $1.93M (-76.4%) Shares 21,200 (-77.4%) Est. Cost — Unrealized —

AZZ AZZ INC 2.9%

Value $3.28M (-65.5%) Shares 26,215 (-70.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHDN	CHURCHILL DOWNS INC	76,970 (-81.4%)	$6.914M (-85.3%)	6.1%	—	—	COM	171484108
MLM	MARTIN MARIETTA MATLS INC	17,587 (-76.0%)	$10.35M (-77.3%)	9.1%	—	—	COM	573284106
RBA	RB GLOBAL INC	83,881 (-69.6%)	$8.04M (-71.7%)	7.1%	—	—	COM	74935Q107
DELL	DELL TECHNOLOGIES INC	53,899 (-75.2%)	$8.846M (-67.6%)	7.8%	—	—	CL C	24703L202
BYD	BOYD GAMING CORP	63,256 (-75.8%)	$5.198M (-76.7%)	4.6%	—	—	COM	103304101
LAUR	LAUREATE ED INC	142,010 (-77.8%)	$4.948M (-77.1%)	4.3%	—	—	COMMON STOCK	518613203
ICUI	ICU MED INC	45,466 (-70.4%)	$5.872M (-73.2%)	5.2%	—	—	COM	44930G107
VMI	VALMONT INDS INC	16,305 (-69.8%)	$6.515M (-70.0%)	5.7%	—	—	COM	920253101
PSMT	PRICESMART INC	31,875 (-80.2%)	$4.797M (-75.7%)	4.2%	—	—	COM	741511109
OSW	ONESPAWORLD HOLDINGS LIMITED	215,808 (-73.1%)	$4.953M (-70.2%)	4.3%	—	—	COM	P73684113
UTHR	UNITED THERAPEUTICS CORP DEL	11,464 (-69.0%)	$6.798M (-62.3%)	6.0%	—	—	COM	91307C102
FCN	FTI CONSULTING INC	22,454 (-72.6%)	$3.969M (-71.6%)	3.5%	—	—	COM	302941109
GNRC	GENERAC HLDGS INC	31,742 (-72.9%)	$6.2M (-61.2%)	5.4%	—	—	COM	368736104
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,632 (-69.0%)	$3.178M (-70.5%)	2.8%	—	—	CL B NEW	084670702
EVR	EVERCORE INC	6,225 (-76.6%)	$1.858M (-79.5%)	1.6%	—	—	CLASS A	29977A105
GNTX	GENTEX CORP	102,078 (-74.2%)	$2.23M (-75.7%)	2.0%	—	—	COM	371901109
EBAY	EBAY INC.	21,200 (-77.4%)	$1.93M (-76.4%)	1.7%	—	—	COM	278642103
AZZ	AZZ INC	26,215 (-70.4%)	$3.28M (-65.5%)	2.9%	—	—	COM	002474104