account_balance
Investment manager · 13F filer · SEC CIK 1630243
Nitorum Capital, L.P.
Reported value$147Mas of Jun 30, 2026
Positions23 3 new, 0 sold out
Top 10 weight66.0%MDY alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MDYSPDR S&P Midcap 400 ETF Trust
10.2%
DELLDell Technologies Inc.
9.2%Trimmed −42%
MLMMartin Marietta Materials Inc
7.5%Added +8%
RBARB Global Inc.
6.7%
RSPInvesco Exchange Traded Fd T
6.6%New
VMIValmont Industries Inc
6.4%
CHDNChurchill Downs Inc
5.8%Added +23%
GNRCGenerac Holdings Inc.
4.9%Trimmed −22%
ICUIIcu Medical Inc
4.5%
PSMTPriceSmart Inc
4.2%
OSWOnespaworld Holdings Ltd
4.2%
UTHRUnited Therapeutics Corp
3.9%Trimmed −7%
MDYSPDR S&P Midcap 400 ETF Trust
10.2%
DELLDell Technologies Inc.
9.2%Trimmed −42%
MLMMartin Marietta Materials Inc
7.5%+8%
RBARB Global Inc.
6.7%
RSPInvesco Exchange Traded Fd T
6.6%New
VMIValmont Industries Inc
6.4%
CHDNChurchill Downs Inc
5.8%
GNRCGenerac Holdings Inc.
4.9%
ICUIIcu Medical Inc
4.5%
PSMT4.2%OSW4.2%UTHRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MDY SPDR S&P Midcap 400 ETF Trust 10.2% HeldDELL Dell Technologies Inc. 9.2% Trimmed −42%MLM Martin Marietta Materials Inc 7.5% Added +8%RBA RB Global Inc. 6.7% Held
RSP Invesco Exchange Traded Fd T 6.6% New
VMI Valmont Industries Inc 6.4% HeldCHDN Churchill Downs Inc 5.8% Added +23%GNRC Generac Holdings Inc. 4.9% Trimmed −22%ICUI Icu Medical Inc 4.5% HeldPSMT PriceSmart Inc 4.2% HeldOSW Onespaworld Holdings Ltd 4.2% HeldUTHR United Therapeutics Corp 3.9% Trimmed −7%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.