Nitorum Capital, L.P.
Top Portfolio Positions
19 positions ·
$343,223,300 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
73,185 | $45,569,372 | 13.28% |
| MNKD |
Mannkind Corp
Healthcare
|
5,325,823 | $30,197,416 | 8.80% |
| RBA |
Rb Global Inc.
Industrials
|
276,120 | $28,404,464 | 8.28% |
| DELL |
Dell Technologies Inc.
Technology
|
217,003 | $27,316,337 | 7.96% |
| BYD |
Boyd Gaming Corp
Consumer Cyclical
|
261,270 | $22,270,654 | 6.49% |
| ICUI |
Icu Medical Inc/De
Healthcare
|
153,657 | $21,922,244 | 6.39% |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
640,918 | $21,579,709 | 6.29% |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
160,976 | $19,746,925 | 5.75% |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
37,022 | $18,038,969 | 5.26% |
| OSW |
ONESPAWORLD HOLDINGS Ltd
Consumer Cyclical
|
801,393 | $16,620,890 | 4.84% |
Portfolio Trend
Holdings in BYD
Export CSVShares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $22,270,654 | 261,270 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,950,194 | 277,041 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,506,257 | 389,956 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,879,047 | 408,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,722,177 | 492,448 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,699,723 | 536,732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,556,280 | 699,751 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,113,149 | 462,168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,512,350 | 471,368 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,569,709 | 354,590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,330,519 | 494,890 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,462,770 | 475,090 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,043,441 | 532,614 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,067,167 | 610,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,950,121 | 662,314 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $43,567,014 | 662,314 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,933,585 | 1,005,545 | Shares | Sole | 2022-02-14 | |
| No quarters match your search. | ||||||