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 ICUI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,871,933 | 45,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,922,244 | 153,657 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,968,154 | 183,129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,247,716 | 168,352 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,286,752 | 174,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,040,982 | 200,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,442,065 | 216,453 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,446,081 | 247,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,759,766 | 193,438 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,489,070 | 85,112 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,130,775 | 143,944 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,139,038 | 124,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,041,955 | 133,620 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,847,505 | 170,482 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,075,595 | 252,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,143,224 | 305,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,012,612 | 229,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $59,602,244 | 251,126 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $58,967,657 | 252,668 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,999,074 | 252,668 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $89,494,022 | 417,241 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $75,923,255 | 415,426 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $75,665,152 | 410,532 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $92,821,867 | 460,038 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||