Nitorum Capital, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Nitorum Capital, L.P. held in its portfolio 25 assets valued at $452,359,200 (i.e. $452.36M).

The most valuable assets in the portfolio included: CHURCHILL DOWNS INC ($47.11M), MARTIN MARIETTA MATLS INC ($45.57M), and MANNKIND CORP ($30.20M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Nitorum Capital, L.P. Portfolio

CHURCHILL DOWNS INC

MARTIN MARIETTA MATLS INC

MANNKIND CORP

RB GLOBAL INC

DELL TECHNOLOGIES INC

BOYD GAMING CORP

ICU MED INC

VALMONT INDS INC

LAUREATE EDUCATION INC

PRICESMART INC

Nitorum Capital, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CHURCHILL DOWNS INC	414062	47111974	COM
MARTIN MARIETTA MATLS INC	73185	45569372	COM
MANNKIND CORP	5325823	30197416	COM NEW
RB GLOBAL INC	276120	28404464	COM
DELL TECHNOLOGIES INC	217003	27316338	CL C
BOYD GAMING CORP	261270	22270655	COM
ICU MED INC	153657	21922244	COM
VALMONT INDS INC	53937	21699934	COM
LAUREATE EDUCATION INC	640918	21579709	COMMON STOCK
PRICESMART INC	160976	19746926	COM
UNITED THERAPEUTICS CORP DEL	37022	18038970	COM
ONESPAWORLD HOLDINGS LIMITED	801393	16620891	COM
GENERAC HLDGS INC	117201	15982700	COM
FTI CONSULTING INC	81860	13984144	COM
QIAGEN NV	244824	11009735	COM SHS
BERKSHIRE HATHAWAY INC DEL	21423	10768271	CL B NEW
AZZ INC	88586	9494647	COM
MASTERCARD INCORPORATED	16465	9399539	CL A
WEBSTER FINL CORP	147156	9261999	COM
GENTEX CORP	394887	9189020	COM
EVERCORE INC	26602	9051331	CLASS A
CANNAE HLDGS INC	568685	8945415	COM
FIDELITY NATL INFORMATION SV	129450	8603247	COM
EBAY INC.	93681	8159615	COM
COPART INC	205125	8030644	COM