Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nitorum Capital, L.P. (CIK 1630243) reported $113.9M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MDY ($13.1M, 11.49%), MLM ($10.4M, 9.09%), DELL ($8.8M, 7.77%), RBA ($8.0M, 7.06%), CHDN ($6.9M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MDY | STATE STR SPDR S&P MIDCAP 40 | $13.1M | 11.49% | 21,216 | New |
| 2 | MLM | MARTIN MARIETTA MATLS INC | $10.4M | 9.09% | 17,587 | Trimmed |
| 3 | DELL | DELL TECHNOLOGIES INC | $8.8M | 7.77% | 53,899 | Trimmed |
| 4 | RBA | RB GLOBAL INC | $8.0M | 7.06% | 83,881 | Trimmed |
| 5 | CHDN | CHURCHILL DOWNS INC | $6.9M | 6.07% | 76,970 | Trimmed |
| 6 | UTHR | UNITED THERAPEUTICS CORP DEL | $6.8M | 5.97% | 11,464 | Trimmed |
| 7 | VMI | VALMONT INDS INC | $6.5M | 5.72% | 16,305 | Trimmed |
| 8 | GNRC | GENERAC HLDGS INC | $6.2M | 5.44% | 31,742 | Trimmed |
| 9 | ICUI | ICU MED INC | $5.9M | 5.15% | 45,466 | Trimmed |
| 10 | BYD | BOYD GAMING CORP | $5.2M | 4.56% | 63,256 | Trimmed |
| 11 | OSW | ONESPAWORLD HOLDINGS LIMITED | $5.0M | 4.35% | 215,808 | Trimmed |
| 12 | LAUR | LAUREATE ED INC | $4.9M | 4.34% | 142,010 | Trimmed |
| 13 | QGEN | QIAGEN NV | $4.9M | 4.34% | 123,612 | New |
| 14 | PSMT | PRICESMART INC | $4.8M | 4.21% | 31,875 | Trimmed |
| 15 | FCN | FTI CONSULTING INC | $4.0M | 3.48% | 22,454 | Trimmed |
| 16 | AZZ | AZZ INC | $3.3M | 2.88% | 26,215 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.2M | 2.79% | 6,632 | Trimmed |
| 18 | GNTX | GENTEX CORP | $2.2M | 1.96% | 102,078 | Trimmed |
| 19 | EBAY | EBAY INC. | $1.9M | 1.69% | 21,200 | Trimmed |
| 20 | EVR | EVERCORE INC | $1.9M | 1.63% | 6,225 | Trimmed |
| 21 | WBS | WEBSTER FINL CORP | $0 | 0.00% | 0 | Exited |
| 22 | CPRT | COPART INC | $0 | 0.00% | 0 | Exited |
| 23 | FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | Exited |
| 24 | MNKD | MANNKIND CORP | $0 | 0.00% | 0 | Exited |
| 25 | MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31