Universe · entity
Nitorum Capital, L.P.
Institutional manager (13F) · CIK 1630243
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $114M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P MIDCAP 40 | $13M | 21,216 |
| 2 | MARTIN MARIETTA MATLS INC | $10M | 17,587 |
| 3 | DELL TECHNOLOGIES INC | $9M | 53,899 |
| 4 | RB GLOBAL INC | $8M | 83,881 |
| 5 | CHURCHILL DOWNS INC | $7M | 76,970 |
| 6 | UNITED THERAPEUTICS CORP DEL | $7M | 11,464 |
| 7 | VALMONT INDS INC | $7M | 16,305 |
| 8 | GENERAC HLDGS INC | $6M | 31,742 |
| 9 | ICU MED INC | $6M | 45,466 |
| 10 | BOYD GAMING CORP | $5M | 63,256 |
| 11 | ONESPAWORLD HOLDINGS LIMITED | $5M | 215,808 |
| 12 | QIAGEN NV | $5M | 123,612 |
| 13 | LAUREATE ED INC | $5M | 142,010 |
| 14 | PRICESMART INC | $5M | 31,875 |
| 15 | FTI CONSULTING INC | $4M | 22,454 |
| 16 | AZZ INC | $3M | 26,215 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,632 |
| 18 | GENTEX CORP | $2M | 102,078 |
| 19 | EBAY INC. | $2M | 21,200 |
| 20 | EVERCORE INC | $2M | 6,225 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.