Nitorum Capital, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STATE STR SPDR S&P MIDCAP 40(MDY) | 0 | 21,216 | +21,216 | 0 | 13,085,180 | 11.49% | +13,085,180 |
| QIAGEN NV(QGEN) | 0 | 123,612 | +123,612 | 0 | 4,949,424 | 4.34% | +4,949,424 |
| AZZ INC | 0 | 26,215 | +26,215 | 0 | 3,280,283 | 2.88% | +3,280,283 |
| EBAY INC.(EBAY) | 0 | 21,200 | +21,200 | 0 | 1,929,624 | 1.69% | +1,929,624 |
| GENTEX CORP(GNTX) | 0 | 102,078 | +102,078 | 0 | 2,230,404 | 1.96% | +2,230,404 |
| EVERCORE INC(EVR) | 0 | 6,225 | +6,225 | 0 | 1,858,225 | 1.63% | +1,858,225 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 6,632 | +6,632 | 0 | 3,178,054 | 2.79% | +3,178,054 |
| COPART INC(CPRT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FIDELITY NATL INFORMATION SV(FIS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CANNAE HLDGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WEBSTER FINL CORP(WBS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MASTERCARD INCORPORATED(MA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GENERAC HLDGS INC(GNRC) | 0 | 31,742 | +31,742 | 0 | 6,200,165 | 5.44% | +6,200,165 |
| FTI CONSULTING INC(FCN) | 0 | 22,454 | +22,454 | 0 | 3,969,194 | 3.48% | +3,969,194 |
| QIAGEN NV(QGEN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 11,464 | +11,464 | 0 | 6,797,923 | 5.97% | +6,797,923 |
| ONESPAWORLD HOLDINGS LIMITED | 0 | 215,808 | +215,808 | 0 | 4,952,794 | 4.35% | +4,952,794 |
| PRICESMART INC(PSMT) | 0 | 31,875 | +31,875 | 0 | 4,797,188 | 4.21% | +4,797,188 |
| VALMONT INDS INC(VMI) | 0 | 16,305 | +16,305 | 0 | 6,514,989 | 5.72% | +6,514,989 |
| ICU MED INC(ICUI) | 0 | 45,466 | +45,466 | 0 | 5,871,934 | 5.15% | +5,871,934 |
| LAUREATE ED INC(LAUR) | 0 | 142,010 | +142,010 | 0 | 4,947,628 | 4.34% | +4,947,628 |
| BOYD GAMING CORP(BYD) | 0 | 63,256 | +63,256 | 0 | 5,198,378 | 4.56% | +5,198,378 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 53,899 | +53,899 | 0 | 8,846,443 | 7.77% | +8,846,443 |
| RB GLOBAL INC(RBA) | 0 | 83,881 | +83,881 | 0 | 8,039,994 | 7.06% | +8,039,994 |
| MANNKIND CORP(MNKD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MARTIN MARIETTA MATLS INC(MLM) | 0 | 17,587 | +17,587 | 0 | 10,353,115 | 9.09% | +10,353,115 |
| CHURCHILL DOWNS INC(CHDN) | 0 | 76,970 | +76,970 | 0 | 6,914,215 | 6.07% | +6,914,215 |