SEC 13F Intelligence

Nitorum Capital, L.P. / MLM

Nitorum Capital, L.P.’s Martin Marietta Matls Inc Position

Does Nitorum Capital, L.P. own Martin Marietta Matls Inc (MLM)? Yes — 17.6K shares worth $10M (+9.09% of its 13F portfolio) as of Q1 2026, down from 73.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
17.6K
% of Portfolio
+9.09%
Quarters Held
30
currently held

Position History MLM

Reported value by quarter
Q4 ’18: $47MQ4 ’18Q1 ’19: $78MQ2 ’19: $94MQ3 ’19: $82MQ4 ’19: $52MQ4 ’19Q1 ’20: $61MQ2 ’20: $75MQ3 ’20: $86MQ4 ’20: $104MQ4 ’20Q1 ’21: $44MQ2 ’21: $47MQ3 ’21: $48MQ4 ’21: $61MQ4 ’21Q1 ’22: $53MQ2 ’22: $41MQ3 ’22: $48MQ4 ’22: $50MQ4 ’22Q1 ’23: $61MQ2 ’23: $79MQ3 ’23: $54MQ4 ’23: $66MQ4 ’23Q1 ’24: $73MQ2 ’24: $62MQ3 ’24: $63MQ4 ’24: $57MQ4 ’24Q1 ’25: $48MQ2 ’25: $50MQ3 ’25: $50MQ4 ’25: $46MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.6K$10M+9.09%
Q4 202573.2K$46M+10.07%
Q3 202579.5K$50M+8.81%
Q2 202590.8K$50M+7.39%
Q1 202599.9K$48M+6.71%
Q4 2024110.7K$57M+6.57%
Q3 2024117.6K$63M+6.37%
Q2 2024114.3K$62M+6.75%
Q1 2024119.6K$73M+7.48%
Q4 2023133.1K$66M+7.11%
Q3 2023130.7K$54M+5.87%
Q2 2023171.3K$79M+8.00%
Q1 2023171.3K$61M+6.44%
Q4 2022148.8K$50M+4.74%
Q3 2022148.8K$48M+4.17%
Q2 2022138.0K$41M+3.04%
Q1 2022137.4K$53M+3.51%
Q4 2021137.4K$61M+2.84%
Q3 2021139.3K$48M+2.26%
Q2 2021132.5K$47M+2.12%
Q1 2021132.5K$44M+2.20%
Q4 2020366.8K$104M+4.03%
Q3 2020366.1K$86M+3.81%
Q2 2020361.8K$75M+3.85%
Q1 2020320.5K$61M+4.70%
Q4 2019184.5K$52M+2.89%
Q3 2019298.0K$82M+4.75%
Q2 2019408.0K$94M+5.34%
Q1 2019387.9K$78M+5.17%
Q4 2018271.6K$47M+4.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nitorum Capital, L.P.’s full portfolio or all institutional holders of MLM.