Nitorum Capital, L.P.: 13F holdings
CIK 16302432026Q2
| Positions | 23 |
|---|
| Reported value | $146.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (+3 vs prior quarter) |
|---|
| Reported value | $146.8m (+28.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MDY STATE STR SPDR S&P MIDCAP 40 | 21,216 | $14.9m | 10.2% |
| DELL DELL TECHNOLOGIES INC | 31,399 | $13.5m | 9.2% |
| MLM MARTIN MARIETTA MATLS INC | 19,027 | $11.0m | 7.5% |
| RBA RB GLOBAL INC | 83,881 | $9.8m | 6.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 45,800 | $9.7m | 6.6% |
| VMI VALMONT INDS INC | 16,305 | $9.4m | 6.4% |
| CHDN CHURCHILL DOWNS INC | 94,570 | $8.5m | 5.8% |
| GNRC GENERAC HLDGS INC | 24,642 | $7.2m | 4.9% |
| ICUI ICU MED INC | 45,466 | $6.7m | 4.5% |
| PSMT PRICESMART INC | 31,875 | $6.2m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1630243")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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