Skip to content
Disclosery

Nitorum Capital, L.P.

Follow

13F filer, CIK 1630243, NEW YORK, NY

Nitorum Capital, L.P. reported $452,359,200 across 25 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 63.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630243-26-000004

Period
2025-12-31
Reported value
$452M
Holdings
25
Top 10 weight
63.18%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AZZnew+88,586$9.49M
VMIadded+4,447$1.79M
GNRCadded+747$102K

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
FISVexited-196,224-$25.3M
FUNexited-821,782-$18.7M
PRMBexited-807,547-$17.8M
CNNEreduced-781,990-$12.3M
FISreduced-145,085-$9.64M

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, Q4 2025

Share positions as resolved from 13F-HR 0001630243-26-000004, largest first. % of portfolio is the value over $452,359,200, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,837 shares; 2024Q4: 566,022 shares; 2025Q1: 473,095 shares; 2025Q2: 443,653 shares; 2025Q3: 467,808 shares; 2025Q4: 414,062 shares 414,062$47.1M10.41%-53,746Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,577 shares; 2024Q4: 110,689 shares; 2025Q1: 99,898 shares; 2025Q2: 90,791 shares; 2025Q3: 79,535 shares; 2025Q4: 73,185 shares 73,185$45.6M10.07%-6,350Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,325,823 shares 5,325,823$30.2M6.68%-1,235,642Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,097 shares; 2024Q4: 374,229 shares; 2025Q1: 328,173 shares; 2025Q2: 304,127 shares; 2025Q3: 292,885 shares; 2025Q4: 276,120 shares 276,120$28.4M6.28%-16,765Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,569 shares; 2024Q4: 210,020 shares; 2025Q1: 222,896 shares; 2025Q2: 230,386 shares; 2025Q3: 235,470 shares; 2025Q4: 217,003 shares 217,003$27.3M6.04%-18,467Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,732 shares; 2024Q4: 492,448 shares; 2025Q1: 408,310 shares; 2025Q2: 389,956 shares; 2025Q3: 277,041 shares; 2025Q4: 261,270 shares 261,270$22.3M4.92%-15,771Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,453 shares; 2024Q4: 200,045 shares; 2025Q1: 174,901 shares; 2025Q2: 168,352 shares; 2025Q3: 183,129 shares; 2025Q4: 153,657 shares 153,657$21.9M4.85%-29,472Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,036 shares; 2024Q4: 54,510 shares; 2025Q1: 55,576 shares; 2025Q2: 50,137 shares; 2025Q3: 49,490 shares; 2025Q4: 53,937 shares 53,937$21.7M4.8%+4,447Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 640,918 shares 640,918$21.6M4.77%-55,604Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,663 shares; 2024Q4: 258,617 shares; 2025Q1: 242,651 shares; 2025Q2: 214,366 shares; 2025Q3: 174,942 shares; 2025Q4: 160,976 shares 160,976$19.7M4.37%-13,966Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,328 shares; 2024Q4: 95,420 shares; 2025Q1: 78,047 shares; 2025Q2: 67,530 shares; 2025Q3: 43,433 shares; 2025Q4: 37,022 shares 37,022$18M3.99%-6,411Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 655,600 shares; 2025Q2: 863,832 shares; 2025Q3: 850,053 shares; 2025Q4: 801,393 shares 801,393$16.6M3.67%-48,660Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,100 shares; 2024Q4: 199,689 shares; 2025Q1: 180,181 shares; 2025Q2: 174,193 shares; 2025Q3: 116,454 shares; 2025Q4: 117,201 shares 117,201$16M3.53%+747Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,577 shares; 2024Q4: 112,968 shares; 2025Q1: 101,479 shares; 2025Q2: 97,679 shares; 2025Q3: 94,069 shares; 2025Q4: 81,860 shares 81,860$14M3.09%-12,209Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,000 shares; 2025Q2: 308,100 shares; 2025Q3: 259,586 shares; 2025Q4: 244,824 shares 244,824$11M2.43%-14,762
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,117 shares; 2024Q4: 50,201 shares; 2025Q1: 29,929 shares; 2025Q2: 28,583 shares; 2025Q3: 22,724 shares; 2025Q4: 21,423 shares 21,423$10.8M2.38%-1,301Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,586 shares 88,586$9.49M2.1%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,544 shares; 2024Q4: 48,731 shares; 2025Q1: 30,892 shares; 2025Q2: 18,136 shares; 2025Q3: 17,465 shares; 2025Q4: 16,465 shares 16,465$9.4M2.08%-1,000Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,459 shares; 2024Q4: 414,615 shares; 2025Q1: 353,942 shares; 2025Q2: 340,686 shares; 2025Q3: 240,621 shares; 2025Q4: 147,156 shares 147,156$9.26M2.05%-93,465Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,485 shares; 2024Q4: 677,699 shares; 2025Q1: 501,389 shares; 2025Q2: 482,617 shares; 2025Q3: 464,777 shares; 2025Q4: 394,887 shares 394,887$9.19M2.03%-69,890Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,571 shares; 2024Q4: 61,691 shares; 2025Q1: 48,828 shares; 2025Q2: 40,899 shares; 2025Q3: 28,188 shares; 2025Q4: 26,602 shares 26,602$9.05M2%-1,586Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 568,685 shares 568,685$8.95M1.98%-781,990Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,356 shares; 2024Q4: 405,062 shares; 2025Q1: 387,763 shares; 2025Q2: 374,258 shares; 2025Q3: 274,535 shares; 2025Q4: 129,450 shares 129,450$8.6M1.9%-145,085Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,942 shares; 2024Q4: 344,929 shares; 2025Q1: 236,922 shares; 2025Q2: 202,795 shares; 2025Q3: 99,099 shares; 2025Q4: 93,681 shares 93,681$8.16M1.8%-5,418Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,869 shares; 2024Q4: 338,426 shares; 2025Q1: 284,375 shares; 2025Q2: 246,528 shares; 2025Q3: 237,415 shares; 2025Q4: 205,125 shares 205,125$8.03M1.78%-32,290Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FISVFISERV INC196,224$25.3Mshares
FUNSIX FLAGS ENTERTAINMENT CORP821,782$18.7Mshares
PRMBPRIMO BRANDS CORPORATION807,547$17.8Mshares

How Q4 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 0001630243-26-000004 base2026-02-17acceptance time not in the bulk data set