Nitorum Capital, L.P.
Net seller this quarter
$147M
22
-$5.19M
63.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MDY | $14.9M | 10.16% | Not reported | Not reported | Q1 2026 |
 DELL | $13.5M | 9.23% | 0.00% | -41.7% | Q4 2018 |
 MLM | $11M | 7.47% | 0.03% | +8.2% | Q1 2018 |
 RBA | $9.77M | 6.65% | 0.05% | Not reported | Q2 2023 |
 VMI | $9.42M | 6.41% | 0.08% | Not reported | Q4 2015 |
 CHDN | $8.48M | 5.77% | 0.14% | +22.9% | Q2 2019 |
 GNRC | $7.22M | 4.91% | 0.04% | -22.4% | Q3 2024 |
 ICUI | $6.67M | 4.54% | 0.18% | Not reported | Q2 2019 |
 PSMT | $6.23M | 4.24% | 0.10% | Not reported | Q2 2022 |
 OSW | $6.09M | 4.15% | 0.21% | Not reported | Q1 2025 |
 UTHR | $5.78M | 3.94% | 0.03% | -7.0% | Q3 2023 |
 QGEN | $5.67M | 3.86% | 0.07% | +17.2% | Q1 2025 |
 BYD | $5.59M | 3.81% | 0.09% | Not reported | Q4 2021 |
 LAUR | $5.16M | 3.51% | 0.10% | Not reported | Q2 2023 |
 AZZ | $4.64M | 3.16% | 0.10% | +14.1% | Q4 2025 |
 FCN | $3.85M | 2.62% | 0.09% | +15.1% | Q2 2020 |
 GNTX | $3.48M | 2.37% | 0.06% | +34.8% | Q2 2017 |
 BRK.B | $3.32M | 2.26% | Not reported | Not reported | Q1 2023 |
 EVR | $2.13M | 1.45% | Not reported | Not reported | Q2 2021 |
 PWRL | $2.09M | 1.42% | Not reported | New | Q2 2026 |
 EBAY | $1.92M | 1.31% | 0.00% | -18.8% | Q4 2015 |
 SPCX | $171K | 0.12% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| MDY | $13.1M | 11.49% | Not reported | New | Q1 2026 |
| MLM | $10.4M | 9.09% | 0.03% | -76.0% | Q1 2018 |
| DELL | $8.85M | 7.77% | 0.01% | -75.2% | Q4 2018 |
| RBA | $8.04M | 7.06% | 0.05% | -69.6% | Q2 2023 |
| CHDN | $6.91M | 6.07% | 0.11% | -81.4% | Q2 2019 |
| UTHR | $6.8M | 5.97% | 0.03% | -69.0% | Q3 2023 |
| VMI | $6.51M | 5.72% | 0.08% | -69.8% | Q4 2015 |
| GNRC | $6.2M | 5.44% | 0.05% | -72.9% | Q3 2024 |
| ICUI | $5.87M | 5.15% | 0.18% | -70.4% | Q2 2019 |
| BYD | $5.2M | 4.56% | 0.08% | -75.8% | Q4 2021 |
| OSW | $4.95M | 4.35% | 0.21% | -73.1% | Q1 2025 |
| QGEN | $4.95M | 4.34% | 0.06% | -49.5% | Q1 2025 |
| LAUR | $4.95M | 4.34% | 0.10% | -77.8% | Q2 2023 |
| PSMT | $4.8M | 4.21% | 0.10% | -80.2% | Q2 2022 |
| FCN | $3.97M | 3.48% | 0.07% | -72.6% | Q2 2020 |
| AZZ | $3.28M | 2.88% | 0.09% | -70.4% | Q4 2025 |
| BRK.B | $3.18M | 2.79% | Not reported | -69.0% | Q1 2023 |
| GNTX | $2.23M | 1.96% | 0.05% | -74.2% | Q2 2017 |
| EBAY | $1.93M | 1.69% | 0.00% | -77.4% | Q4 2015 |
| EVR | $1.86M | 1.63% | Not reported | -76.6% | Q2 2021 |
| Q4 2025 | |||||
| CHDN | $47.1M | 10.41% | 0.59% | -11.5% | Q2 2019 |
| MLM | $45.6M | 10.07% | 0.12% | -8.0% | Q1 2018 |
 MNKD | $30.2M | 6.68% | 1.73% | -18.8% | Q2 2023 |
| RBA | $28.4M | 6.28% | 0.15% | -5.7% | Q2 2023 |
| DELL | $27.3M | 6.04% | 0.03% | -7.8% | Q4 2018 |
| BYD | $22.3M | 4.92% | 0.34% | -5.7% | Q4 2021 |
| ICUI | $21.9M | 4.85% | 0.62% | -16.1% | Q2 2019 |
| VMI | $21.7M | 4.80% | 0.27% | +9.0% | Q4 2015 |
| LAUR | $21.6M | 4.77% | 0.45% | -8.0% | Q2 2023 |
| PSMT | $19.7M | 4.37% | 0.52% | -8.0% | Q2 2022 |
| UTHR | $18M | 3.99% | 0.08% | -14.8% | Q3 2023 |
| OSW | $16.6M | 3.67% | 0.79% | -5.7% | Q1 2025 |
| GNRC | $16M | 3.53% | 0.20% | +0.6% | Q3 2024 |
| FCN | $14M | 3.09% | 0.27% | -13.0% | Q2 2020 |
| QGEN | $11M | 2.43% | 0.11% | -5.7% | Q1 2025 |
| BRK.B | $10.8M | 2.38% | Not reported | -5.7% | Q1 2023 |
| AZZ | $9.49M | 2.10% | 0.30% | New | Q4 2025 |
 MA | $9.4M | 2.08% | 0.00% | -5.7% | Q1 2020 |
| WBS | $9.26M | 2.05% | 0.09% | -38.8% | Q4 2015 |
| GNTX | $9.19M | 2.03% | 0.18% | -15.0% | Q2 2017 |
| EVR | $9.05M | 2.00% | Not reported | -5.6% | Q2 2021 |
 CNNE | $8.95M | 1.98% | 1.22% | -57.9% | Q4 2017 |
 FIS | $8.6M | 1.90% | 0.03% | -52.9% | Q4 2015 |
| EBAY | $8.16M | 1.80% | 0.02% | -5.5% | Q4 2015 |
 CPRT | $8.03M | 1.78% | 0.02% | -13.6% | Q4 2015 |
| Q3 2025 | |||||
| MLM | $50.1M | 8.81% | 0.13% | -12.4% | Q1 2018 |
| CHDN | $45.4M | 7.97% | 0.67% | +5.4% | Q2 2019 |
| MNKD | $35.2M | 6.19% | 2.14% | -6.4% | Q2 2023 |
| DELL | $33.4M | 5.86% | 0.03% | +2.2% | Q4 2018 |
| RBA | $31.7M | 5.57% | 0.16% | -3.7% | Q2 2023 |
 FISV | $25.3M | 4.44% | 0.04% | -3.7% | Q4 2015 |
| CNNE | $24.7M | 4.34% | 2.62% | -24.6% | Q4 2017 |
| BYD | $24M | 4.21% | 0.35% | -29.0% | Q4 2021 |
| LAUR | $22M | 3.86% | 0.47% | -9.0% | Q2 2023 |
| ICUI | $22M | 3.86% | 0.74% | +8.8% | Q2 2019 |
| PSMT | $21.2M | 3.72% | 0.57% | -18.4% | Q2 2022 |
| GNRC | $19.5M | 3.42% | 0.20% | -33.2% | Q3 2024 |
| VMI | $19.2M | 3.37% | 0.25% | -1.3% | Q4 2015 |
 FUN | $18.7M | 3.28% | 0.81% | -21.4% | Q3 2024 |
| UTHR | $18.2M | 3.20% | 0.10% | -35.7% | Q3 2023 |
| FIS | $18.1M | 3.18% | 0.05% | -26.7% | Q4 2015 |
| OSW | $18M | 3.16% | 0.83% | -1.6% | Q1 2025 |
 PRMB | $17.8M | 3.13% | 0.22% | -34.3% | Q4 2024 |
| FCN | $15.2M | 2.67% | 0.30% | -3.7% | Q2 2020 |
| WBS | $14.3M | 2.51% | 0.15% | -29.4% | Q4 2015 |
| GNTX | $13.2M | 2.31% | 0.21% | -3.7% | Q2 2017 |
| QGEN | $11.6M | 2.04% | 0.12% | -15.8% | Q1 2025 |
| BRK.B | $11.4M | 2.01% | Not reported | -20.5% | Q1 2023 |
| CPRT | $10.7M | 1.88% | 0.02% | -3.7% | Q4 2015 |
| MA | $9.93M | 1.75% | 0.00% | -3.7% | Q1 2020 |
| EVR | $9.51M | 1.67% | Not reported | -31.1% | Q2 2021 |
| EBAY | $9.01M | 1.58% | 0.02% | -51.1% | Q4 2015 |