SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Nitorum Capital, L.P.

CIK 0001630243 · 860 PARK AVENUE, NEW YORK, NY, 10075 · 212-356-6300

Reported Value
$569M
Q3 2025
Positions
27
Filings on Record
31
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Nitorum Capital, L.P. reported $569M in U.S.-listed holdings across 27 positions for Q3 2025.

Its largest position, MLM, represents 8.8% of the portfolio.

Compared with Q2 2025, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+4.0%
vs prior filed quarter
Top-10 Concentration
+55.1%
share of reported value
Largest Position
+8.8%
Martin Marietta Matls

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $978MQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.8BQ3 ’19: $1.7BQ4 ’19: $1.8BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.9BQ3 ’20: $2.3BQ4 ’20: $2.6BQ4 ’20Q1 ’21: $2.0BQ2 ’21: $2.2BQ3 ’21: $2.1BQ4 ’21: $2.1BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.4BQ3 ’22: $1.1BQ4 ’22: $1.1BQ4 ’22Q1 ’23: $944MQ2 ’23: $989MQ3 ’23: $915MQ4 ’23: $935MQ4 ’23Q1 ’24: $982MQ2 ’24: $917MQ3 ’24: $994MQ4 ’24: $870MQ4 ’24Q1 ’25: $712MQ2 ’25: $674MQ3 ’25: $569MQ4 ’25: $452MQ4 ’25Q1 ’26: $114Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.8%Other: 5.2%
  • Common Stock · 94.8% · $540M
  • Other · 5.2% · $30M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LNTHLANTHEUS HLDGS INCSOLD OUT−344.4K0−$28M$0
EBAEBAY INC.TRIMMED−103.7K99.1K−$6M$9M
UTHUNITED THERAPEUTICS CORP DELTRIMMED−24.1K43.4K−$1M$18M
PRMBPRIMO BRANDS CORPORATIONTRIMMED−420.6K807.5K−$19M$18M
GNRCGENERAC HLDGS INCTRIMMED−57.7K116.5K−$5M$19M
EVREVERCORE INCTRIMMED−12.7K28.2K−$2M$10M
WBSWEBSTER FINL CORPTRIMMED−100.1K240.6K−$4M$14M
BYDBOYD GAMING CORPTRIMMED−112.9K277.0K−$7M$24M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

27 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MLMMARTIN MARIETTA MATLS INChistory →COM8.81%$50M79.5K
2CHRCHURCHILL DOWNS INChistory →COM7.97%$45M467.8K
3MNKDMANNKIND CORPhistory →COM NEW6.19%$35M6.56M
4DELLDELL TECHNOLOGIES INChistory →CL C5.86%$33M235.5K
5RBARB GLOBAL INChistory →COM5.57%$32M292.9K
6FISVFISERV INChistory →COM4.44%$25M196.2K
7CNNECANNAE HLDGS INChistory →COM4.34%$25M1.35M
8BYDBOYD GAMING CORPhistory →COM4.21%$24M277.0K
9LAURLAUREATE EDUCATION INChistory →COMMON STOCK3.86%$22M696.5K
10ICUIICU MED INChistory →COM3.86%$22M183.1K
11PSMTPRICESMART INChistory →COM3.72%$21M174.9K
12GNRCGENERAC HLDGS INChistory →COM3.42%$19M116.5K
13VMIVALMONT INDS INChistory →COM3.37%$19M49.5K
14FUNSIX FLAGS ENTERTAINMENT CORPhistory →COM3.28%$19M821.8K
15UTHUNITED THERAPEUTICS CORP DELhistory →COM3.20%$18M43.4K
16FISFIDELITY NATL INFORMATION SVhistory →COM3.18%$18M274.5K
17ONESPAWORLD HOLDINGS LIMITEDCOM3.16%$18M850.1K
18PRMBPRIMO BRANDS CORPORATIONhistory →CLASS A COM SHS3.13%$18M807.5K
19FCNFTI CONSULTING INChistory →COM2.67%$15M94.1K
20WBSWEBSTER FINL CORPhistory →COM2.51%$14M240.6K
21GNTXGENTEX CORPhistory →COM2.31%$13M464.8K
22QIAGEN NVCOM SHS2.04%$12M259.6K
23BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW2.01%$11M22.7K
24CPRTCOPART INChistory →COM1.88%$11M237.4K
25MAMASTERCARD INCORPORATEDhistory →CL A1.75%$10M17.5K
26EVREVERCORE INChistory →CLASS A1.67%$10M28.2K
27EBAEBAY INC.history →COM1.58%$9M99.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$114M20May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$452M25Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$569M27Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$674M28Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$712M28May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$870M26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$994M28Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$917M27Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$982M28May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$935M28Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$915M27Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$989M27Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$944M26May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.1B26Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B29Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.4B32Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B33May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.1B38Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.1B39Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.2B42Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021REVEALED$2.0B39May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.6B33Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.3B33Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.9B30Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B25May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.8B26Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B26Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.8B28Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B27May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$978M27Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.