Nitorum Capital, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nitorum Capital, L.P. reported 23 stock positions worth $146.8 million. Its top holding was State Street SPDR S&P Midcap (MDY) at 10.2% of the portfolio, followed by Dell Technologies -C (DELL, 9.2%) and Martin Marietta Materials (MLM, 7.5%). Compared with Q1 2026, it opened 3 new positions, added to 6 and reduced 4. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale United Therapeutics (UTHR, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001630243
- Portfolio Value
- $146.8M (Q2 2026)
- SEC Filing
- 0001630243-26-000011 ↗ filed Aug 14, 2026
Holdings Value
Holdings 23 stocks · $146.8M
| MDY State Street SPDR S&P Midcap | 10.16% | 21,216 | $14.9M | No change |
| DELL Dell Technologies -C | 9.23% | 31,399 | $13.5M | Reduce -41.7% |
| MLM Martin Marietta Materials | 7.47% | 19,027 | $11.0M | Add +8.2% |
| RBA RB Global Inc. | 6.65% | 83,881 | $9.8M | No change |
| RSP Invesco S&P 500 Equal Weight | 6.64% | 45,800 | $9.7M | New |
| VMI Valmont Industries | 6.41% | 16,305 | $9.4M | No change |
| CHDN Churchill Downs Inc. | 5.77% | 94,570 | $8.5M | Add +22.9% |
| GNRC Generac Holdings Inc. | 4.91% | 24,642 | $7.2M | Reduce -22.4% |
| ICUI Icu Medical Inc. | 4.54% | 45,466 | $6.7M | No change |
| PSMT Pricesmart Inc. | 4.24% | 31,875 | $6.2M | No change |
| OSW Onespaworld Holdings Ltd. | 4.15% | 215,808 | $6.1M | No change |
| UTHR United Therapeutics Corp. | 3.94% | 10,664 | $5.8M | Reduce -7.0% |
| QGEN Qiagen N.V. | 3.86% | 144,912 | $5.7M | Add +17.2% |
| BYD Boyd Gaming Corp. | 3.81% | 63,256 | $5.6M | No change |
| LAUR Laureate Education Inc. | 3.51% | 142,010 | $5.2M | No change |
| AZZ Azz Inc. | 3.16% | 29,915 | $4.6M | Add +14.1% |
| FCN Fti Consulting Inc. | 2.62% | 25,854 | $3.9M | Add +15.1% |
| GNTX Gentex Corp. | 2.37% | 137,571 | $3.5M | Add +34.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.26% | 6,632 | $3.3M | No change |
| EVR Evercore Inc. Class A | 1.45% | 6,225 | $2.1M | No change |
| PWRL Powerlaw Corp. | 1.42% | 142,213 | $2.1M | New |
| EBAY eBay Inc. | 1.31% | 17,222 | $1.9M | Reduce -18.8% |
| SPCX Space Exploration Techn Class A | 0.12% | 1,000 | $171K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | New | 6.64% | +6.64 |
| PWRL Powerlaw Corp. | New | 1.42% | +1.42 |
| GNTX Gentex Corp. | Add +34.8% | 2.37% | +0.41 |
| AZZ Azz Inc. | Add +14.1% | 3.16% | +0.28 |
| SPCX Space Exploration Techn Class A | New | 0.12% | +0.12 |
| CHDN Churchill Downs Inc. | Add +22.9% | 5.77% | −0.30 |
| QGEN Qiagen N.V. | Add +17.2% | 3.86% | −0.49 |
| FCN Fti Consulting Inc. | Add +15.1% | 2.62% | −0.86 |
| MLM Martin Marietta Materials | Add +8.2% | 7.47% | −1.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $146.8M | MDY, DELL, MLM, RBA, RSP |
| Q1 2026 | 20 | $113.9M | MDY, MLM, DELL, RBA, CHDN |
| Q4 2025 | 25 | $452.4M | CHDN, MLM, MNKD, RBA, DELL |
| Q3 2025 | 27 | $569.3M | MLM, CHDN, MNKD, DELL, RBA |
| Q2 2025 | 28 | $674.3M | MLM, CHDN, CNNE, PRMB, FISV |
| Q1 2025 | 28 | $711.7M | PRMB, CHDN, MLM, MNKD, FISV |
| Q4 2024 | 26 | $869.6M | PRMB, CHDN, MLM, MNKD, FUN |
| Q3 2024 | 28 | $993.5M | CHDN, PRMW, MLM, MNKD, FISV |
| Q2 2024 | 27 | $917.3M | CHDN, MLM, PRMW, MNKD, FISV |
| Q1 2024 | 28 | $982.2M | CHDN, MLM, FIS, CNNE, PRMW |