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Nitorum Capital, L.P.

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13F filer, CIK 1630243, NEW YORK, NY

Nitorum Capital, L.P. reported $146,835,537 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 66.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630243-26-000011

Period
2026-06-30
Reported value
$147M
Holdings
23
Top 10 weight
66.03%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSPnew+45,800$9.74M
PWRLnew+142,213$2.09M
CHDNadded+17,600$1.58M
GNTXadded+35,493$897K
QGENadded+21,300$833K

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
DELLreduced-22,500-$9.71M
GNRCreduced-7,100-$2.08M
EBAYreduced-3,978-$445K
UTHRreduced-800-$433K

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, Q2 2026

Share positions as resolved from 13F-HR 0001630243-26-000011, largest first. % of portfolio is the value over $146,835,537, 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,216 shares; 2026Q2: 21,216 shares 21,216$14.9M10.16%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,399 shares 31,399$13.5M9.23%-22,500Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,027 shares 19,027$11M7.47%+1,440Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 83,881 shares 83,881$9.77M6.65%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,800 shares 45,800$9.74M6.64%newTimeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,305 shares 16,305$9.42M6.41%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 94,570 shares 94,570$8.48M5.77%+17,600Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,642 shares 24,642$7.22M4.91%-7,100Timeline
ICUIICU MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,466 shares 45,466$6.67M4.54%0Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 31,875 shares 31,875$6.23M4.24%0Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 215,808 shares 215,808$6.09M4.15%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,664 shares 10,664$5.78M3.94%-800Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,612 shares; 2026Q2: 144,912 shares 144,912$5.67M3.86%+21,300Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 63,256 shares 63,256$5.59M3.81%0Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 142,010 shares 142,010$5.16M3.51%0Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,586 shares; 2026Q1: 26,215 shares; 2026Q2: 29,915 shares 29,915$4.64M3.16%+3,700Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,854 shares 25,854$3.85M2.62%+3,400Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 137,571 shares 137,571$3.48M2.37%+35,493Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,632 shares 6,632$3.32M2.26%0Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,225 shares 6,225$2.13M1.45%0Timeline
PWRLPOWERLAW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,213 shares 142,213$2.09M1.42%newTimeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,222 shares 17,222$1.92M1.31%-3,978Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000$171K0.12%newTimeline

How Q2 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 0001630243-26-000011 base2026-08-14acceptance time not in the bulk data set