Nitorum Capital, L.P. Top Holdings and 13F Report (2026) About Nitorum Capital, L.P.Investment ActivityNitorum Capital, L.P. has $113.92 million in total holdings as of March 31, 2026.Nitorum Capital, L.P. owns shares of 20 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 15.83% of the portfolio was purchased this quarter.About 320.86% of the portfolio was sold this quarter.This quarter, Nitorum Capital, L.P. has purchased 25 new stocks and bought additional shares in 0 stocks.Nitorum Capital, L.P. sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P MidCap 400 ETF Trust $13,085,180Martin Marietta Materials $10,353,115Dell Technologies $8,846,443RB Global $8,039,994Churchill Downs $6,914,215 Largest New Holdings this Quarter 78467Y107 - SPDR S&P MidCap 400 ETF Trust $13,085,180 HoldingN72482156 - QIAGEN NV $4,949,424 Holding Largest Purchases this Quarter SPDR S&P MidCap 400 ETF Trust 21,216 shares (about $13.09M)QIAGEN NV 123,612 shares (about $4.95M) Largest Sales this Quarter Martin Marietta Materials 55,598 shares (about $32.73M)Churchill Downs 337,092 shares (about $30.28M)Dell Technologies 163,104 shares (about $26.77M)PriceSmart 129,101 shares (about $19.43M)RB Global 192,239 shares (about $18.43M) 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$13,085,180$13,085,180 â–²New Holding21,21611.5%ETFMLMMartin Marietta Materials$10,353,115$32,729,430 â–¼-76.0%17,5879.1%ConstructionDELLDell Technologies$8,846,443$26,770,260 â–¼-75.2%53,8997.8%Computer and TechnologyRBARB Global$8,039,994$18,426,108 â–¼-69.6%83,8817.1%Business ServicesCHDNChurchill Downs$6,914,215$30,280,974 â–¼-81.4%76,9706.1%Consumer DiscretionaryUTHRUnited Therapeutics$6,797,923$15,155,383 â–¼-69.0%11,4646.0%MedicalVMIValmont Industries$6,514,989$15,036,619 â–¼-69.8%16,3055.7%IndustrialsGNRCGenerac$6,200,165$16,692,707 â–¼-72.9%31,7425.4%IndustrialsICUIICU Medical$5,871,934$13,972,868 â–¼-70.4%45,4665.2%MedicalBYDBoyd Gaming$5,198,378$16,272,790 â–¼-75.8%63,2564.6%Consumer DiscretionaryOSWOneSpaWorld$4,952,794$13,439,177 â–¼-73.1%215,8084.3%Consumer DiscretionaryQIAGEN NV$4,949,424$4,949,424 â–²New Holding123,6124.3%ORD SHARESLAURLaureate Education$4,947,628$17,381,953 â–¼-77.8%142,0104.3%Consumer DiscretionaryPSMTPriceSmart$4,797,188$19,429,703 â–¼-80.2%31,8754.2%Retail/WholesaleFCNFTI Consulting$3,969,194$10,501,200 â–¼-72.6%22,4543.5%Business ServicesAZZAZZ$3,280,283$7,804,483 â–¼-70.4%26,2152.9%IndustrialsBRK.BBerkshire Hathaway$3,178,054$7,087,846 â–¼-69.0%6,6322.8%FinanceGNTXGentex$2,230,404$6,397,876 â–¼-74.2%102,0782.0%Auto/Tires/TrucksEBAYeBay$1,929,624$6,597,221 â–¼-77.4%21,2001.7%Retail/WholesaleEVREvercore$1,858,225$6,082,739 â–¼-76.6%6,2251.6%FinanceMNKDMannKind$0$30,197,416 â–¼-100.0%00.0%MedicalQIAGEN NV$0$11,009,735 â–¼-100.0%00.0%COM SHSMAMastercard$0$9,399,539 â–¼-100.0%00.0%Business ServicesWBSWebster Financial$0$9,261,999 â–¼-100.0%00.0%FinanceCNNECannae$0$8,945,415 â–¼-100.0%00.0%FinanceFISFidelity National Information Services$0$8,603,247 â–¼-100.0%00.0%Business ServicesCPRTCopart$0$8,030,644 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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