§ 13F · FUND PROFILE
Nitorum Capital, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$452.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CHDN | CHURCHILL DOWNS INC | 414K | $47.1T | 10.4% | NEW |
| 2 | MLM | MARTIN MARIETTA MATLS INC | 73K | $45.6T | 10.1% | NEW |
| 3 | MNKD | MANNKIND CORP | 5.33M | $30.2T | 6.7% | NEW |
| 4 | RBA | RB GLOBAL INC | 276K | $28.4T | 6.3% | NEW |
| 5 | DELL | DELL TECHNOLOGIES INC | 217K | $27.3T | 6.0% | NEW |
| 6 | BYD | BOYD GAMING CORP | 261K | $22.3T | 4.9% | NEW |
| 7 | ICUI | ICU MED INC | 154K | $21.9T | 4.8% | NEW |
| 8 | VMI | VALMONT INDS INC | 54K | $21.7T | 4.8% | NEW |
| 9 | LAUR | LAUREATE EDUCATION INC | 641K | $21.6T | 4.8% | NEW |
| 10 | PSMT | PRICESMART INC | 161K | $19.7T | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NITORUM SIGNAL
AC read
Nitorum Capital, L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed