Nitorum Capital, L.P.
Nitorum Capital, L.P. reported 23 positions worth $146.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MDY (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MDY | SH | $14.9M | 10.16% | 21,216 | — | — | |
| ▸ 2 | DELL | SH | $13.5M | 9.23% | 31,399 | — | — | |
| ▸ 3 | MLM | SH | $11.0M | 7.47% | 19,027 | — | — | |
| ▸ 4 | RBA | SH | $9.8M | 6.65% | 83,881 | — | — | |
| ▸ 5 | RSP | SH | $9.7M | 6.64% | 45,800 | — | — | |
| ▸ 6 | VMI | SH | $9.4M | 6.41% | 16,305 | — | — | |
| ▸ 7 | CHDN | SH | $8.5M | 5.77% | 94,570 | — | — | |
| ▸ 8 | GNRC | SH | $7.2M | 4.91% | 24,642 | — | — | |
| ▸ 9 | ICUI | SH | $6.7M | 4.54% | 45,466 | — | — | |
| ▸ 10 | PSMT | SH | $6.2M | 4.24% | 31,875 | — | — |
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Frequently Asked Questions
What stocks does Nitorum Capital, L.P. hold as of Q2 2026?
Nitorum Capital, L.P. reported 23 positions worth $146.8M in its Q2 2026 13F filing. Largest positions: MDY (10.2%), DELL (9.2%), MLM (7.5%), RBA (6.7%) and RSP (6.6%).
What did Nitorum Capital, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Nitorum Capital, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.