Nitorum Capital, L.P. Long-Term Concentrated

Location: New York, NY

CIK: 0001630243 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (20)

MDY STATE STR SPDR S&P MIDCAP 40 11.5%

Value $13.09M Shares 21,216 Est. Cost $616.76 Unrealized —

MLM MARTIN MARIETTA MATLS INC 9.1%

Value $10.35M Shares 17,587 Est. Cost $248.63 Unrealized +165.9%

DELL DELL TECHNOLOGIES INC 7.8%

Value $8.846M Shares 53,899 Est. Cost $113.70 Unrealized +4.7%

RBA RB GLOBAL INC 7.1%

Value $8.04M Shares 83,881 Est. Cost $57.36 Unrealized +91.7%

CHDN CHURCHILL DOWNS INC 6.1%

Value $6.914M Shares 76,970 Est. Cost $94.77 Unrealized +5.4%

UTHR UNITED THERAPEUTICS CORP DEL 6.0%

Value $6.798M Shares 11,464 Est. Cost $229.60 Unrealized +109.3%

VMI VALMONT INDS INC 5.7%

Value $6.515M Shares 16,305 Est. Cost $204.57 Unrealized +119.3%

GNRC GENERAC HLDGS INC 5.4%

Value $6.2M Shares 31,742 Est. Cost $154.17 Unrealized +18.8%

ICUI ICU MED INC 5.2%

Value $5.872M Shares 45,466 Est. Cost $134.84 Unrealized +11.9%

BYD BOYD GAMING CORP 4.6%

Value $5.198M Shares 63,256 Est. Cost $58.87 Unrealized +44.7%

OSW ONESPAWORLD HOLDINGS LIMITED 4.3%

Value $4.953M Shares 215,808 Est. Cost $19.03 Unrealized +11.1%

QGEN QIAGEN NV 4.3%

Value $4.949M Shares 123,612 Est. Cost $50.32 Unrealized 0.0%

LAUR LAUREATE ED INC 4.3%

Value $4.948M Shares 142,010 Est. Cost $12.35 Unrealized +180.2%

PSMT PRICESMART INC 4.2%

Value $4.797M Shares 31,875 Est. Cost $73.30 Unrealized +97.0%

FCN FTI CONSULTING INC 3.5%

Value $3.969M Shares 22,454 Est. Cost $115.96 Unrealized +48.7%

AZZ AZZ INC 2.9%

Value $3.28M Shares 26,215 Est. Cost $103.44 Unrealized +22.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%

Value $3.178M Shares 6,632 Est. Cost $309.37 Unrealized +59.5%

GNTX GENTEX CORP 2.0%

Value $2.23M Shares 102,078 Est. Cost $21.47 Unrealized +11.9%

EBAY EBAY INC. 1.7%

Value $1.93M Shares 21,200 Est. Cost $42.66 Unrealized +109.4%

EVR EVERCORE INC 1.6%

Value $1.858M Shares 6,225 Est. Cost $124.73 Unrealized +182.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDY	STATE STR SPDR S&P MIDCAP 40	21,216	$13.09M	11.5%	$616.76	—	UTSER1 S&PDCRP	78467Y107
MLM	MARTIN MARIETTA MATLS INC	17,587	$10.35M	9.1%	$248.63	+165.9%	COM	573284106
DELL	DELL TECHNOLOGIES INC	53,899	$8.846M	7.8%	$113.70	+4.7%	CL C	24703L202
RBA	RB GLOBAL INC	83,881	$8.04M	7.1%	$57.36	+91.7%	COM	74935Q107
CHDN	CHURCHILL DOWNS INC	76,970	$6.914M	6.1%	$94.77	+5.4%	COM	171484108
UTHR	UNITED THERAPEUTICS CORP DEL	11,464	$6.798M	6.0%	$229.60	+109.3%	COM	91307C102
VMI	VALMONT INDS INC	16,305	$6.515M	5.7%	$204.57	+119.3%	COM	920253101
GNRC	GENERAC HLDGS INC	31,742	$6.2M	5.4%	$154.17	+18.8%	COM	368736104
ICUI	ICU MED INC	45,466	$5.872M	5.2%	$134.84	+11.9%	COM	44930G107
BYD	BOYD GAMING CORP	63,256	$5.198M	4.6%	$58.87	+44.7%	COM	103304101
OSW	ONESPAWORLD HOLDINGS LIMITED	215,808	$4.953M	4.3%	$19.03	+11.1%	COM	P73684113
QGEN	QIAGEN NV	123,612	$4.949M	4.3%	$50.32	0.0%	ORD SHARES	N72482156
LAUR	LAUREATE ED INC	142,010	$4.948M	4.3%	$12.35	+180.2%	COMMON STOCK	518613203
PSMT	PRICESMART INC	31,875	$4.797M	4.2%	$73.30	+97.0%	COM	741511109
FCN	FTI CONSULTING INC	22,454	$3.969M	3.5%	$115.96	+48.7%	COM	302941109
AZZ	AZZ INC	26,215	$3.28M	2.9%	$103.44	+22.1%	COM	002474104
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,632	$3.178M	2.8%	$309.37	+59.5%	CL B NEW	084670702
GNTX	GENTEX CORP	102,078	$2.23M	2.0%	$21.47	+11.9%	COM	371901109
EBAY	EBAY INC.	21,200	$1.93M	1.7%	$42.66	+109.4%	COM	278642103
EVR	EVERCORE INC	6,225	$1.858M	1.6%	$124.73	+182.1%	CLASS A	29977A105