Nitorum Capital as of March 31, 2026
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 11.5 | $13M | 21k | 616.76 | |
| Martin Marietta Materials (MLM) | 9.1 | $10M | 18k | 588.68 | |
| Dell Technologies CL C (DELL) | 7.8 | $8.8M | 54k | 164.13 | |
| Rb Global (RBA) | 7.1 | $8.0M | 84k | 95.85 | |
| Churchill Downs (CHDN) | 6.1 | $6.9M | 77k | 89.83 | |
| United Therapeutics Corporation (UTHR) | 6.0 | $6.8M | 12k | 592.98 | |
| Valmont Industries (VMI) | 5.7 | $6.5M | 16k | 399.57 | |
| Generac Holdings (GNRC) | 5.4 | $6.2M | 32k | 195.33 | |
| ICU Medical, Incorporated (ICUI) | 5.2 | $5.9M | 46k | 129.15 | |
| Boyd Gaming Corporation (BYD) | 4.6 | $5.2M | 63k | 82.18 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 4.3 | $5.0M | 216k | 22.95 | |
| Qiagen Nv Ord Shares (QGEN) | 4.3 | $4.9M | 124k | 40.04 | |
| Laureate Ed Common Stock (LAUR) | 4.3 | $4.9M | 142k | 34.84 | |
| PriceSmart (PSMT) | 4.2 | $4.8M | 32k | 150.50 | |
| FTI Consulting (FCN) | 3.5 | $4.0M | 23k | 176.77 | |
| AZZ Incorporated (AZZ) | 2.9 | $3.3M | 26k | 125.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $3.2M | 6.6k | 479.20 | |
| Gentex Corporation (GNTX) | 2.0 | $2.2M | 102k | 21.85 | |
| eBay (EBAY) | 1.7 | $1.9M | 21k | 91.02 | |
| Evercore Class A (EVR) | 1.6 | $1.9M | 6.2k | 298.51 |
