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Nitorum Capital, L.P.

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13F filer, CIK 1630243, NEW YORK, NY

Nitorum Capital, L.P. reported $569,282,046 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 55.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630243-25-000016

Period
2025-09-30
Reported value
$569M
Holdings
27
Top 10 weight
55.12%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHDNadded+24,155$2.34M
ICUIadded+14,777$1.77M
DELLadded+5,084$721K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LNTHexited-344,444-$28.2M
UTHRreduced-24,097-$10.1M
BYDreduced-112,915-$9.76M
GNRCreduced-57,739-$9.67M
EBAYreduced-103,696-$9.43M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001630243-25-000016, largest first. % of portfolio is the value over $569,282,046, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,577 shares; 2024Q4: 110,689 shares; 2025Q1: 99,898 shares; 2025Q2: 90,791 shares; 2025Q3: 79,535 shares 79,535$50.1M8.81%-11,256Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,837 shares; 2024Q4: 566,022 shares; 2025Q1: 473,095 shares; 2025Q2: 443,653 shares; 2025Q3: 467,808 shares 467,808$45.4M7.97%+24,155Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157,507 shares; 2024Q4: 8,747,316 shares; 2025Q1: 7,785,702 shares; 2025Q2: 7,011,515 shares; 2025Q3: 6,561,465 shares 6,561,465$35.2M6.19%-450,050Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,569 shares; 2024Q4: 210,020 shares; 2025Q1: 222,896 shares; 2025Q2: 230,386 shares; 2025Q3: 235,470 shares 235,470$33.4M5.86%+5,084Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,097 shares; 2024Q4: 374,229 shares; 2025Q1: 328,173 shares; 2025Q2: 304,127 shares; 2025Q3: 292,885 shares 292,885$31.7M5.57%-11,242Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,232 shares; 2024Q4: 219,193 shares; 2025Q1: 172,305 shares; 2025Q2: 203,756 shares; 2025Q3: 196,224 shares 196,224$25.3M4.44%-7,532Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868,563 shares; 2024Q4: 1,662,388 shares; 2025Q1: 1,610,069 shares; 2025Q2: 1,790,420 shares; 2025Q3: 1,350,675 shares 1,350,675$24.7M4.34%-439,745Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,732 shares; 2024Q4: 492,448 shares; 2025Q1: 408,310 shares; 2025Q2: 389,956 shares; 2025Q3: 277,041 shares 277,041$24M4.21%-112,915Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,779 shares; 2024Q4: 1,128,280 shares; 2025Q1: 794,235 shares; 2025Q2: 764,974 shares; 2025Q3: 696,522 shares 696,522$22M3.86%-68,452Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,453 shares; 2024Q4: 200,045 shares; 2025Q1: 174,901 shares; 2025Q2: 168,352 shares; 2025Q3: 183,129 shares 183,129$22M3.86%+14,777Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,663 shares; 2024Q4: 258,617 shares; 2025Q1: 242,651 shares; 2025Q2: 214,366 shares; 2025Q3: 174,942 shares 174,942$21.2M3.72%-39,424Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,100 shares; 2024Q4: 199,689 shares; 2025Q1: 180,181 shares; 2025Q2: 174,193 shares; 2025Q3: 116,454 shares 116,454$19.5M3.42%-57,739Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,036 shares; 2024Q4: 54,510 shares; 2025Q1: 55,576 shares; 2025Q2: 50,137 shares; 2025Q3: 49,490 shares 49,490$19.2M3.37%-647Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,773 shares; 2024Q4: 1,072,355 shares; 2025Q1: 1,031,744 shares; 2025Q2: 1,045,738 shares; 2025Q3: 821,782 shares 821,782$18.7M3.28%-223,956Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,328 shares; 2024Q4: 95,420 shares; 2025Q1: 78,047 shares; 2025Q2: 67,530 shares; 2025Q3: 43,433 shares 43,433$18.2M3.2%-24,097Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,356 shares; 2024Q4: 405,062 shares; 2025Q1: 387,763 shares; 2025Q2: 374,258 shares; 2025Q3: 274,535 shares 274,535$18.1M3.18%-99,723Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 655,600 shares; 2025Q2: 863,832 shares; 2025Q3: 850,053 shares 850,053$18M3.16%-13,779Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,688,500 shares; 2025Q1: 2,090,733 shares; 2025Q2: 1,228,133 shares; 2025Q3: 807,547 shares 807,547$17.8M3.13%-420,586Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,577 shares; 2024Q4: 112,968 shares; 2025Q1: 101,479 shares; 2025Q2: 97,679 shares; 2025Q3: 94,069 shares 94,069$15.2M2.67%-3,610Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,459 shares; 2024Q4: 414,615 shares; 2025Q1: 353,942 shares; 2025Q2: 340,686 shares; 2025Q3: 240,621 shares 240,621$14.3M2.51%-100,065Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,485 shares; 2024Q4: 677,699 shares; 2025Q1: 501,389 shares; 2025Q2: 482,617 shares; 2025Q3: 464,777 shares 464,777$13.2M2.31%-17,840Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,000 shares; 2025Q2: 308,100 shares; 2025Q3: 259,586 shares 259,586$11.6M2.04%-48,514
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,117 shares; 2024Q4: 50,201 shares; 2025Q1: 29,929 shares; 2025Q2: 28,583 shares; 2025Q3: 22,724 shares 22,724$11.4M2.01%-5,859Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,869 shares; 2024Q4: 338,426 shares; 2025Q1: 284,375 shares; 2025Q2: 246,528 shares; 2025Q3: 237,415 shares 237,415$10.7M1.88%-9,113Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,544 shares; 2024Q4: 48,731 shares; 2025Q1: 30,892 shares; 2025Q2: 18,136 shares; 2025Q3: 17,465 shares 17,465$9.93M1.75%-671Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,571 shares; 2024Q4: 61,691 shares; 2025Q1: 48,828 shares; 2025Q2: 40,899 shares; 2025Q3: 28,188 shares 28,188$9.51M1.67%-12,711Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,942 shares; 2024Q4: 344,929 shares; 2025Q1: 236,922 shares; 2025Q2: 202,795 shares; 2025Q3: 99,099 shares 99,099$9.01M1.58%-103,696Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LNTHLANTHEUS HLDGS INC344,444$28.2Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001630243-25-000016 base2025-11-14acceptance time not in the bulk data set