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The Analysis of Nitorum Capital, L.P.'s Holdings & P&L

Currently, Nitorum Capital, L.P. holds 20 types of securities in its portfolio with a total value $113.9M. In the most recent quarter, they have increased their positions in MDY (+21.2K shares, valued at $13.1M), N/A (+123.6K shares, valued at $4.9M); decreased their positions in MLM (-55.6K shares, valued at $32.7M), CHDN (-337.1K shares, valued at $30.3M), DELL (-163.1K shares, valued at $26.8M); initiated new positions in MDY (+21.2K shares, valued at $13.1M), N/A (+123.6K shares, valued at $4.9M).

1M P&L

+3.5M+2.99%

3M P&L

+20.8M+20.56%

HY P&L

+24.3M+24.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A13.1M

13.4%

2Building Materials10.4M

10.6%

3Computer Hardware8.8M

9.1%

Top Industries by Stock Count

1Specialty Business Services1 stocks

5.9%

2Resorts & Casinos1 stocks

5.9%

3Gambling1 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MDY STATE STR SPDR S&P MIDCAP 4021.2K sharesnew addition2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC17.6K shares-75.97%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC53.9K shares-75.16%2026-03-312026-05-15

RB GLOBAL INC RB GLOBAL INC83.9K shares-69.62%2026-03-312026-05-15

CHDN CHURCHILL DOWNS INC77.0K shares-81.41%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL11.5K shares-69.03%2026-03-312026-05-15

VMI VALMONT INDS INC16.3K shares-69.77%2026-03-312026-05-15

GNRC GENERAC HLDGS INC31.7K shares-72.92%2026-03-312026-05-15

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ICUI ICU MED INC45.5K shares-70.41%2026-03-312026-05-15

BYD BOYD GAMING CORP63.3K shares-75.79%2026-03-312026-05-15

OSW ONESPAWORLD HOLDINGS LIMITED215.8K shares-73.07%2026-03-312026-05-15

QIAGEN NV QIAGEN NV123.6K sharesnew addition2026-03-312026-05-15

LAUR LAUREATE ED INC142.0K shares-77.84%2026-03-312026-05-15

PSMT PRICESMART INC31.9K shares-80.20%2026-03-312026-05-15

FCN FTI CONSULTING INC22.5K shares-72.57%2026-03-312026-05-15

AZZ AZZ INC26.2K shares-70.41%2026-03-312026-05-15

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares-69.04%2026-03-312026-05-15

GNTX GENTEX CORP102.1K shares-74.15%2026-03-312026-05-15

EBAY EBAY INC.21.2K shares-77.37%2026-03-312026-05-15

EVR EVERCORE INC6.2K shares-76.60%2026-03-312026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares21.2K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC

-75.97%

Shares17.6K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

-75.16%

Shares53.9K

Event2026-03-31

Filed2026-05-15

RB GLOBAL INC

-69.62%

Shares83.9K

Event2026-03-31

Filed2026-05-15

CHDN

CHURCHILL DOWNS INC

-81.41%

Shares77.0K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

-69.03%

Shares11.5K

Event2026-03-31

Filed2026-05-15

VMI

VALMONT INDS INC

-69.77%

Shares16.3K

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC

-72.92%

Shares31.7K

Event2026-03-31

Filed2026-05-15

ICUI

ICU MED INC

-70.41%

Shares45.5K

Event2026-03-31

Filed2026-05-15

BYD

BOYD GAMING CORP

-75.79%

Shares63.3K

Event2026-03-31

Filed2026-05-15

OSW

ONESPAWORLD HOLDINGS LIMITED

-73.07%

Shares215.8K

Event2026-03-31

Filed2026-05-15

QIAGEN NV

New

Shares123.6K

Event2026-03-31

Filed2026-05-15

LAUR

LAUREATE ED INC

-77.84%

Shares142.0K

Event2026-03-31

Filed2026-05-15

PSMT

PRICESMART INC

-80.20%

Shares31.9K

Event2026-03-31

Filed2026-05-15

FCN

FTI CONSULTING INC

-72.57%

Shares22.5K

Event2026-03-31

Filed2026-05-15

AZZ

AZZ INC

-70.41%

Shares26.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-69.04%

Shares6.6K

Event2026-03-31

Filed2026-05-15

GNTX

GENTEX CORP

-74.15%

Shares102.1K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

-77.37%

Shares21.2K

Event2026-03-31

Filed2026-05-15

EVR

EVERCORE INC

-76.60%

Shares6.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available