Nitorum Capital, L.P. Top Holdings and 13F Report (2026) About Nitorum Capital, L.P.Investment ActivityNitorum Capital, L.P. has $146.84 million in total holdings as of June 30, 2026.Nitorum Capital, L.P. owns shares of 23 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 11.73% of the portfolio was purchased this quarter.About 8.63% of the portfolio was sold this quarter.This quarter, Nitorum Capital, L.P. has purchased 20 new stocks and bought additional shares in 6 stocks.Nitorum Capital, L.P. sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P MidCap 400 ETF Trust $14,922,061Dell Technologies $13,547,413Martin Marietta Materials $10,972,871RB Global $9,767,942Invesco S&P 500 Equal Weight ETF $9,744,866 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $9,744,866 Holding738922103 - POWERLAW CORP $2,087,687 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $170,860 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 45,800 shares (about $9.74M)POWERLAW CORP 142,213 shares (about $2.09M)Churchill Downs 17,600 shares (about $1.58M)Gentex 35,493 shares (about $896.91K)QIAGEN NV 21,300 shares (about $832.83K) Largest Sales this Quarter Dell Technologies 22,500 shares (about $9.71M)Generac 7,100 shares (about $2.08M)eBay 3,978 shares (about $444.54K)United Therapeutics 800 shares (about $433.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNitorum Capital, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMDYSPDR S&P MidCap 400 ETF Trust$14,922,0610.0%21,21610.2%ETFDELLDell Technologies$13,547,413$9,707,850 â–¼-41.7%31,3999.2%TechnologyMLMMartin Marietta Materials$10,972,871$830,448 â–²8.2%19,0277.5%MaterialsRBARB Global$9,767,9420.0%83,8816.7%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$9,744,866$9,744,866 â–²New Holding45,8006.6%ETFVMIValmont Industries$9,417,7680.0%16,3056.4%IndustrialsCHDNChurchill Downs$8,477,255$1,577,664 â–²22.9%94,5705.8%Consumer DiscretionaryGNRCGenerac$7,215,424$2,078,951 â–¼-22.4%24,6424.9%IndustrialsICUIICU Medical$6,665,3160.0%45,4664.5%HealthcarePSMTPriceSmart$6,226,4630.0%31,8754.2%Consumer StaplesOSWOneSpaWorld$6,094,4180.0%215,8084.2%Consumer DiscretionaryUTHRUnited Therapeutics$5,778,075$433,464 â–¼-7.0%10,6643.9%HealthcareQIAGEN NV$5,666,059$832,830 â–²17.2%144,9123.9%ORD SHARESBYDBoyd Gaming$5,587,4020.0%63,2563.8%Consumer DiscretionaryLAURLaureate Education$5,157,8030.0%142,0103.5%Consumer DiscretionaryAZZAZZ$4,638,321$573,685 â–²14.1%29,9153.2%IndustrialsFCNFTI Consulting$3,852,505$506,634 â–²15.1%25,8542.6%IndustrialsGNTXGentex$3,476,419$896,908 â–²34.8%137,5712.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,318,5860.0%6,6322.3%FinanceEVREvercore$2,125,4640.0%6,2251.4%FinancePOWERLAW CORP$2,087,687$2,087,687 â–²New Holding142,2131.4%COMEBAYeBay$1,924,559$444,542 â–¼-18.8%17,2221.3%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$170,860$170,860 â–²New Holding1,0000.1%CLASS A COM STKShowing largest 100 holdings. 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