Nitorum Capital as of June 30, 2026
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 23 positions in its portfolio as reported in the June 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) | 10.2 | $15M | 21k | 703.34 | |
| Dell Technologies CL C (DELL) | 9.2 | $14M | 31k | 431.46 | |
| Martin Marietta Materials (MLM) | 7.5 | $11M | 19k | 576.70 | |
| Rb Global (RBA) | 6.7 | $9.8M | 84k | 116.45 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.6 | $9.7M | 46k | 212.77 | |
| Valmont Industries (VMI) | 6.4 | $9.4M | 16k | 577.60 | |
| Churchill Downs (CHDN) | 5.8 | $8.5M | 95k | 89.64 | |
| Generac Holdings (GNRC) | 4.9 | $7.2M | 25k | 292.81 | |
| ICU Medical, Incorporated (ICUI) | 4.5 | $6.7M | 46k | 146.60 | |
| PriceSmart (PSMT) | 4.2 | $6.2M | 32k | 195.34 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 4.2 | $6.1M | 216k | 28.24 | |
| United Therapeutics Corporation (UTHR) | 3.9 | $5.8M | 11k | 541.83 | |
| Qiagen Nv Ord Shares (QGEN) | 3.9 | $5.7M | 145k | 39.10 | |
| Boyd Gaming Corporation (BYD) | 3.8 | $5.6M | 63k | 88.33 | |
| Laureate Ed Common Stock (LAUR) | 3.5 | $5.2M | 142k | 36.32 | |
| AZZ Incorporated (AZZ) | 3.2 | $4.6M | 30k | 155.05 | |
| FTI Consulting (FCN) | 2.6 | $3.9M | 26k | 149.01 | |
| Gentex Corporation (GNTX) | 2.4 | $3.5M | 138k | 25.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.3M | 6.6k | 500.39 | |
| Evercore Class A (EVR) | 1.4 | $2.1M | 6.2k | 341.44 | |
| Powerlaw Corp | 1.4 | $2.1M | 142k | 14.68 | |
| eBay (EBAY) | 1.3 | $1.9M | 17k | 111.75 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $171k | 1.0k | 170.86 |
