13F Insight
DOSSIER · 13F-HR · Q2 2026

Nitorum Capital, L.P.

$147M in tracked AUM across 23 positions as of Q2 2026.

NC
CIK 0001630243 · last filed Jun 30, 2026
Total AUM
$147M
as of Q2 2026
Holdings
23
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nitorum Capital, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MDY
STATE STR SPDR S&P MIDCAP 40
$15M21K10.2%02
DELL
DELL TECHNOLOGIES INC
$14M31K9.2%03
MLM
MARTIN MARIETTA MATLS INC
$11M19K7.5%04
RBA
RB GLOBAL INC
$10M84K6.7%05
RSP
INVESCO EXCHANGE TRADED FD T
$10M46K6.6%06
VMI
VALMONT INDS INC
$9M16K6.4%07
CHDN
CHURCHILL DOWNS INC
$8M95K5.8%08
GNRC
GENERAC HLDGS INC
$7M25K4.9%09
ICUI
ICU MED INC
$7M45K4.5%10
PSMT
PRICESMART INC
$6M32K4.2%

Filing history

2026Q2Jun 30
$147M▲ 28.9%
23 positionsView →2026Q1Mar 31
$114M▼ 74.8%
20 positionsView →2025Q4Dec 31
$452M▼ 20.5%
25 positionsView →2025Q3Sep 30
$569M▼ 15.6%
27 positionsView →2025Q2Jun 30
$674M▼ 5.3%
28 positionsLocked2025Q1Mar 31
$712M▼ 18.2%
28 positionsLocked2024Q4Dec 31
$870M▼ 12.5%
26 positionsLocked2024Q3Sep 30
$994M▲ 8.3%
28 positionsLocked2024Q2Jun 30
$917M▼ 6.6%
27 positionsLocked2024Q1Mar 31
$982M▲ 5.1%
28 positionsLocked2023Q4Dec 31
$935M▲ 2.2%
28 positionsLocked2023Q3Sep 30
$915M▼ 7.5%
27 positionsLocked
Showing 12 of 40