Nitorum Capital, L.P. Long-Term Concentrated

Name: Nitorum Capital, L.P. Q2 2026 13F Filing | 13F Explorer
Creator: Nitorum Capital, L.P.
Published: 2026-08-14

Location: New York, NY

CIK: 0001630243 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $147M (100.0% shares, 0.0% debt)

Holdings (23)

New Positions (3)

RSP INVESCO EXCHANGE TRADED FD T 6.6%

Value $9.745M Shares 45,800 Est. Cost — Unrealized —

PWRL POWERLAW CORP 1.4%

Value $2.088M Shares 142,213 Est. Cost — Unrealized —

SPCX SPACE EXPLORATION TECHN CORP 0.1%

Value $171K Shares 1,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RSP	INVESCO EXCHANGE TRADED FD T	45,800	$9.745M	6.6%	—	—	S&P500 EQL WGT	46137V357
PWRL	POWERLAW CORP	142,213	$2.088M	1.4%	—	—	COM	738922103
SPCX	SPACE EXPLORATION TECHN CORP	1,000	$171K	0.1%	—	—	CLASS A COM STK	84615Q103

Increased Positions (6)

CHDN CHURCHILL DOWNS INC 5.8%

Value $8.477M (+22.6%) Shares 94,570 (+22.9%) Est. Cost — Unrealized —

AZZ AZZ INC 3.2%

Value $4.638M (+41.4%) Shares 29,915 (+14.1%) Est. Cost — Unrealized —

GNTX GENTEX CORP 2.4%

Value $3.476M (+55.9%) Shares 137,571 (+34.8%) Est. Cost — Unrealized —

QGEN QIAGEN NV 3.9%

Value $5.666M (+14.5%) Shares 144,912 (+17.2%) Est. Cost — Unrealized —

MLM MARTIN MARIETTA MATLS INC 7.5%

Value $10.97M (+6.0%) Shares 19,027 (+8.2%) Est. Cost — Unrealized —

FCN FTI CONSULTING INC 2.6%

Value $3.853M (-2.9%) Shares 25,854 (+15.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHDN	CHURCHILL DOWNS INC	94,570 (+22.9%)	$8.477M (+22.6%)	5.8%	—	—	COM	171484108
AZZ	AZZ INC	29,915 (+14.1%)	$4.638M (+41.4%)	3.2%	—	—	COM	002474104
GNTX	GENTEX CORP	137,571 (+34.8%)	$3.476M (+55.9%)	2.4%	—	—	COM	371901109
QGEN	QIAGEN NV	144,912 (+17.2%)	$5.666M (+14.5%)	3.9%	—	—	ORD SHARES	N72482156
MLM	MARTIN MARIETTA MATLS INC	19,027 (+8.2%)	$10.97M (+6.0%)	7.5%	—	—	COM	573284106
FCN	FTI CONSULTING INC	25,854 (+15.1%)	$3.853M (-2.9%)	2.6%	—	—	COM	302941109

Decreased Positions (4)

DELL DELL TECHNOLOGIES INC 9.2%

Value $13.55M (+53.1%) Shares 31,399 (-41.7%) Est. Cost — Unrealized —

UTHR UNITED THERAPEUTICS CORP DEL 3.9%

Value $5.778M (-15.0%) Shares 10,664 (-7.0%) Est. Cost — Unrealized —

GNRC GENERAC HLDGS INC 4.9%

Value $7.215M (+16.4%) Shares 24,642 (-22.4%) Est. Cost — Unrealized —

EBAY EBAY INC. 1.3%

Value $1.925M (-0.3%) Shares 17,222 (-18.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DELL	DELL TECHNOLOGIES INC	31,399 (-41.7%)	$13.55M (+53.1%)	9.2%	—	—	CL C	24703L202
UTHR	UNITED THERAPEUTICS CORP DEL	10,664 (-7.0%)	$5.778M (-15.0%)	3.9%	—	—	COM	91307C102
GNRC	GENERAC HLDGS INC	24,642 (-22.4%)	$7.215M (+16.4%)	4.9%	—	—	COM	368736104
EBAY	EBAY INC.	17,222 (-18.8%)	$1.925M (-0.3%)	1.3%	—	—	COM	278642103

Unchanged Positions (10)

VMI VALMONT INDS INC 6.4%

Value $9.418M Shares 16,305 Est. Cost — Unrealized —

MDY STATE STR SPDR S&P MIDCAP 40 10.2%

Value $14.92M Shares 21,216 Est. Cost — Unrealized —

RBA RB GLOBAL INC 6.7%

Value $9.768M Shares 83,881 Est. Cost — Unrealized —

PSMT PRICESMART INC 4.2%

Value $6.226M Shares 31,875 Est. Cost — Unrealized —

OSW ONESPAWORLD HOLDINGS LIMITED 4.2%

Value $6.094M Shares 215,808 Est. Cost — Unrealized —

ICUI ICU MED INC 4.5%

Value $6.665M Shares 45,466 Est. Cost — Unrealized —

BYD BOYD GAMING CORP 3.8%

Value $5.587M Shares 63,256 Est. Cost — Unrealized —

EVR EVERCORE INC 1.4%

Value $2.125M Shares 6,225 Est. Cost — Unrealized —

LAUR LAUREATE ED INC 3.5%

Value $5.158M Shares 142,010 Est. Cost — Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%

Value $3.319M Shares 6,632 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VMI	VALMONT INDS INC	16,305	$9.418M	6.4%	—	—	COM	920253101
MDY	STATE STR SPDR S&P MIDCAP 40	21,216	$14.92M	10.2%	—	—	UTSER1 S&PDCRP	78467Y107
RBA	RB GLOBAL INC	83,881	$9.768M	6.7%	—	—	COM	74935Q107
PSMT	PRICESMART INC	31,875	$6.226M	4.2%	—	—	COM	741511109
OSW	ONESPAWORLD HOLDINGS LIMITED	215,808	$6.094M	4.2%	—	—	COM	P73684113
ICUI	ICU MED INC	45,466	$6.665M	4.5%	—	—	COM	44930G107
BYD	BOYD GAMING CORP	63,256	$5.587M	3.8%	—	—	COM	103304101
EVR	EVERCORE INC	6,225	$2.125M	1.4%	—	—	CLASS A	29977A105
LAUR	LAUREATE ED INC	142,010	$5.158M	3.5%	—	—	COMMON STOCK	518613203
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,632	$3.319M	2.3%	—	—	CL B NEW	084670702