13F-HR filed by Nitorum Capital, L.P.
Nitorum Capital, L.P. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 25 holding rows worth $452,359,200.
- Accession
- 0001630243-26-000004
- Filer
- CIK 1630243
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 25 entries on the cover page, a total value of $452,359,200 stated on the cover page (in dollars after the unit check, H1), rows summing to $452,359,200 with VALUE read as dollars as filed, 13F file number 028-17281. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CHURCHILL DOWNS INC | 171484108 | COM | 414,062 | $47,111,974 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 73,185 | $45,569,372 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 5,325,823 | $30,197,416 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 276,120 | $28,404,464 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 217,003 | $27,316,338 | dollars as filed | |
| BOYDGAMINGCORP | 103304101 | STOK | 261,270 | $22,270,655 | dollars as filed | |
| ICU MED INC | 44930G107 | COM | 153,657 | $21,922,244 | dollars as filed | |
| VALMONT INDS INC COM | 920253101 | Stock | 53,937 | $21,699,934 | dollars as filed | |
| LAUREATE ED INC COMMON STOCK | 518613203 | Stock | 640,918 | $21,579,709 | dollars as filed | |
| PRICESMART INC COM | 741511109 | Stock | 160,976 | $19,746,926 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 37,022 | $18,038,970 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 801,393 | $16,620,891 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 117,201 | $15,982,700 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 81,860 | $13,984,144 | dollars as filed | |
| QIAGEN NV | N72482206 | COM SHS | 244,824 | $11,009,735 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 21,423 | $10,768,271 | dollars as filed | |
| AZZ INC COM | 002474104 | Stock | 88,586 | $9,494,647 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 16,465 | $9,399,539 | dollars as filed | |
| WEBSTER FINL CORP | 947890109 | COM | 147,156 | $9,261,999 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 394,887 | $9,189,020 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 26,602 | $9,051,331 | dollars as filed | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 568,685 | $8,945,415 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 129,450 | $8,603,247 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 93,681 | $8,159,615 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 205,125 | $8,030,644 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630243-26-000004 | this filing | 2026-02-17 | acceptance time not in the bulk data set |