Nitorum Capital, L.P.
CIK 1630243 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- MDY10.16%
- DELL9.23%
- MLM7.47%
- RBA6.65%
- RSP6.64%
- VMI6.41%
- CHDN5.77%
- GNRC4.91%
- ICUI4.54%
- PSMT4.24%
Share classes counted separately66.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UTHRWeight decreased · -2.03 pp5.97% → 3.94%Shares -800 (-6.98%)
- MLMWeight decreased · -1.62 pp9.09% → 7.47%Shares +1.44K (+8.19%)
- DELLWeight increased · +1.46 pp7.77% → 9.23%Shares -22.50K (-41.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $14.92M | 10.16% | 21.22K shares | 11.49% → 10.16%-1.33 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | DELLDELL TECHNOLOGIES -CCL C View history and evidence | $13.55M | 9.23% | 31.40K shares | 7.77% → 9.23%+1.46 pp -22.50K (-41.74%) | Reduced | ▾ |
| 03 | MLMMARTIN MARIETTA MATERIALS View history and evidence | $10.97M | 7.47% | 19.03K shares | 9.09% → 7.47%-1.62 pp +1.44K (+8.19%) | Added | ▾ |
| 04 | RBARB GLOBAL INC View history and evidence | $9.77M | 6.65% | 83.88K shares | 7.06% → 6.65%-0.41 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $9.74M | 6.64% | 45.80K shares | Prior unavailable +45.80K | New | ▾ |
| 06 | VMIVALMONT INDUSTRIES View history and evidence | $9.42M | 6.41% | 16.30K shares | 5.72% → 6.41%+0.69 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | CHDNCHURCHILL DOWNS INC View history and evidence | $8.48M | 5.77% | 94.57K shares | 6.07% → 5.77%-0.30 pp +17.60K (+22.87%) | Added | ▾ |
| 08 | GNRCGENERAC HOLDINGS INC View history and evidence | $7.22M | 4.91% | 24.64K shares | 5.44% → 4.91%-0.53 pp -7.10K (-22.37%) | Reduced | ▾ |
| 09 | ICUIICU MEDICAL INC View history and evidence | $6.67M | 4.54% | 45.47K shares | 5.15% → 4.54%-0.61 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | PSMTPRICESMART INC View history and evidence | $6.23M | 4.24% | 31.88K shares | 4.21% → 4.24%+0.03 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1630243 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146835537
}Take these holdings further.
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