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Nitorum Capital, L.P.

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13F filer, CIK 1630243, NEW YORK, NY

Nitorum Capital, L.P. reported $113,915,154 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 68.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630243-26-000008

Period
2026-03-31
Reported value
$114M
Holdings
20
Top 10 weight
68.32%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MDYnew+21,216$13.1M
QGENnew+123,612$4.95M

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
MLMreduced-55,598-$32.7M
CHDNreduced-337,092-$30.3M
MNKDexited-5,325,823-$30.2M
DELLreduced-163,104-$26.8M
PSMTreduced-129,101-$19.4M

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, Q1 2026

Share positions as resolved from 13F-HR 0001630243-26-000008, largest first. % of portfolio is the value over $113,915,154, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,216 shares 21,216$13.1M11.49%newTimeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,587 shares 17,587$10.4M9.09%-55,598Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,899 shares 53,899$8.85M7.77%-163,104Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 83,881 shares 83,881$8.04M7.06%-192,239Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 76,970 shares 76,970$6.91M6.07%-337,092Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,464 shares 11,464$6.8M5.97%-25,558Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,305 shares 16,305$6.51M5.72%-37,632Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,742 shares 31,742$6.2M5.44%-85,459Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,466 shares 45,466$5.87M5.15%-108,191Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,256 shares 63,256$5.2M4.56%-198,014Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 655,600 shares; 2025Q2: 863,832 shares; 2025Q3: 850,053 shares; 2025Q4: 801,393 shares; 2026Q1: 215,808 shares 215,808$4.95M4.35%-585,585Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,612 shares 123,612$4.95M4.34%newTimeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 142,010 shares 142,010$4.95M4.34%-498,908Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,875 shares 31,875$4.8M4.21%-129,101Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,454 shares 22,454$3.97M3.48%-59,406Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,586 shares; 2026Q1: 26,215 shares 26,215$3.28M2.88%-62,371Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,632 shares 6,632$3.18M2.79%-14,791Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 102,078 shares 102,078$2.23M1.96%-292,809Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,200 shares 21,200$1.93M1.69%-72,481Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,225 shares 6,225$1.86M1.63%-20,377Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MNKDMANNKIND CORP5,325,823$30.2Mshares
QIAGEN N.V.QIAGEN N.V.244,824$11Mshares
MAMASTERCARD INCORPORATED16,465$9.4Mshares
WBSWEBSTER FINL CORP147,156$9.26Mshares
CNNECANNAE HLDGS INC568,685$8.95Mshares
FISFIDELITY NATL INFORMATION SV129,450$8.6Mshares
CPRTCOPART INC205,125$8.03Mshares

How Q1 2026 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 0001630243-26-000008 base2026-05-15acceptance time not in the bulk data set