Nitorum Capital, L.P.
Top Portfolio Positions
20 positions ·
$113,915,143 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
21,216 | $13,085,180 | 11.49% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
17,587 | $10,353,115 | 9.09% | |
| DELL |
Dell Technologies Inc.
Technology
|
53,899 | $8,846,442 | 7.77% | |
| RBA |
Rb Global Inc.
Industrials
|
83,881 | $8,039,993 | 7.06% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
76,970 | $6,914,215 | 6.07% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
11,464 | $6,797,922 | 5.97% | |
| VMI |
Valmont Industries Inc
Industrials
|
16,305 | $6,514,988 | 5.72% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
31,742 | $6,200,164 | 5.44% | |
| ICUI |
Icu Medical Inc/De
Healthcare
|
45,466 | $5,871,933 | 5.15% | |
| BYD |
Boyd Gaming Corp
Consumer Cyclical
|
63,256 | $5,198,378 | 4.56% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CHDN
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,914,215 | 76,970 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,111,974 | 414,062 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,382,054 | 467,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,808,953 | 443,653 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,546,661 | 473,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,586,577 | 566,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $86,917,990 | 642,837 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,740,045 | 642,837 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,154,702 | 680,038 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $79,341,943 | 588,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $67,926,102 | 585,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $82,720,838 | 594,387 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,401,758 | 322,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,437,130 | 410,889 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,151,028 | 501,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,182,953 | 576,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $64,730,152 | 583,733 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $89,430,631 | 742,471 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,916,027 | 815,695 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $86,480,516 | 872,395 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $84,966,911 | 872,395 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $71,457,874 | 872,395 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $58,079,697 | 872,395 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $41,379,620 | 803,878 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||