Nitorum Capital, L.P. — 13F holdings

Nitorum Capital, L.P. reported 23 holdings worth $147M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MDY SPDR S&P MIDCAP 400 ETF TR — $14.9M (10.2%)
2. DELL DELL TECHNOLOGIES INC — $13.5M (9.2%)
3. MLM MARTIN MARIETTA MATLS INC — $11.0M (7.5%)
4. RBA RB GLOBAL INC — $9.77M (6.7%)
5. RSP INVESCO EXCHANGE TRADED FD T — $9.74M (6.6%)
6. VMI VALMONT INDS INC — $9.42M (6.4%)
7. CHDN CHURCHILL DOWNS INC — $8.48M (5.8%)
8. GNRC GENERAC HLDGS INC — $7.22M (4.9%)
9. ICUI ICU MED INC — $6.67M (4.5%)
10. PSMT PRICESMART INC — $6.23M (4.2%)