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 OSW
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,952,793 | 215,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,620,890 | 801,393 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,970,120 | 850,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,613,534 | 863,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,007,524 | 655,600 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||