Long-term investor
Nitorum Capital, L.P. @nitorumcapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001630243).
Record
- Tracked since 2025-06-30 (445 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +13.3% · 6 months n/a · 1 year +21.0% · all +21.0%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MDY · 10.2% · long · since 2026-03-31
- DELL · 9.2% · long · since 2025-06-30
- MLM · 7.5% · long · since 2025-06-30
- RBA · 6.7% · long · since 2025-06-30
- RSP · 6.6% · long · since 2026-06-30
- VMI · 6.4% · long · since 2025-06-30
- CHDN · 5.8% · long · since 2025-06-30
- GNRC · 4.9% · long · since 2025-06-30
- ICUI · 4.5% · long · since 2025-06-30
- PSMT · 4.2% · long · since 2025-06-30
- OSW · 4.2% · long · since 2025-06-30
- UTHR · 3.9% · long · since 2025-06-30