13F HOLDINGS REPORT
Nitorum Capital, L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001630243-26-000004
Total Value
$452.4M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHURCHILL DOWNS INC | CHDN | 414,062 | $47.1M | 10.41% |
| 2 | MARTIN MARIETTA MATLS INC | 573284106 | 73,185 | $45.6M | 10.07% |
| 3 | MANNKIND CORP | MNKD | 5,325,823 | $30.2M | 6.68% |
| 4 | RB GLOBAL INC | RBA | 276,120 | $28.4M | 6.28% |
| 5 | DELL TECHNOLOGIES INC | DELL | 217,003 | $27.3M | 6.04% |
| 6 | BOYD GAMING CORP | BYD | 261,270 | $22.3M | 4.92% |
| 7 | ICU MED INC | ICUI | 153,657 | $21.9M | 4.85% |
| 8 | VALMONT INDS INC | 920253101 | 53,937 | $21.7M | 4.80% |
| 9 | LAUREATE EDUCATION INC | LAUR | 640,918 | $21.6M | 4.77% |
| 10 | PRICESMART INC | PSMT | 160,976 | $19.7M | 4.37% |
| 11 | UNITED THERAPEUTICS CORP DEL | UTHR | 37,022 | $18.0M | 3.99% |
| 12 | ONESPAWORLD HOLDINGS LIMITED | OSW | 801,393 | $16.6M | 3.67% |
| 13 | GENERAC HLDGS INC | GNRC | 117,201 | $16.0M | 3.53% |
| 14 | FTI CONSULTING INC | FCN | 81,860 | $14.0M | 3.09% |
| 15 | QIAGEN NV | QGEN | 244,824 | $11.0M | 2.43% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 21,423 | $10.8M | 2.38% |
| 17 | AZZ INC | AZZ | 88,586 | $9.5M | 2.10% |
| 18 | MASTERCARD INCORPORATED | MA | 16,465 | $9.4M | 2.08% |
| 19 | WEBSTER FINL CORP | 947890109 | 147,156 | $9.3M | 2.05% |
| 20 | GENTEX CORP | GNTX | 394,887 | $9.2M | 2.03% |
| 21 | EVERCORE INC | EVR | 26,602 | $9.1M | 2.00% |
| 22 | CANNAE HLDGS INC | CNNE | 568,685 | $8.9M | 1.98% |
| 23 | FIDELITY NATL INFORMATION SV | 31620M106 | 129,450 | $8.6M | 1.90% |
| 24 | EBAY INC. | EBAY | 93,681 | $8.2M | 1.80% |
| 25 | COPART INC | CPRT | 205,125 | $8.0M | 1.78% |