Nitorum Capital, L.P. holds a focused book of 20 stocks worth $113.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened State Street SPDR S&P Midcap and trimmed Martin Marietta Materials. Their largest long position is State Street SPDR S&P Midcap at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1630243/holdings"
Use Arkolith to show Nitorum Capital, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nitorum Capital, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 26 / 20 | $120.1B |
| JPMORGAN CHASE & CO | 26 / 20 | $28.8B |
| MORGAN STANLEY | 26 / 20 | $26.4B |
| FMR LLC | 26 / 20 | $25.4B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 26 / 20 | $16.8B |
| NORTHERN TRUST CORP | 26 / 20 | $15.6B |
| BANK OF AMERICA CORP /DE/ | 26 / 20 | $13.8B |
| GOLDMAN SACHS GROUP INC | 26 / 20 | $12.5B |
Ranked by how many of Nitorum Capital, L.P.'s top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $13.1M | 21.2K | 11.5% | ▲New New position | |
| 2 | Martin Marietta Matls Inc COM | $10.4M | 17.6K | 9.1% | ▼−76% Reduced · −56K sh | |
| 3 | Dell Technologies Inc CL C | $8.8M | 53.9K | 7.8% | ▼−75% Reduced · −163K sh | |
| 4 | RB Global Inc COM | $8.0M | 83.9K | 7.1% | ▼−70% Reduced · −192K sh | |
| 5 | Churchill Downs Inc COM | $6.9M | 77.0K | 6.1% | ▼−81% Reduced · −337K sh | |
| 6 | United Therapeutics Corp Del COM | $6.8M | 11.5K | 6.0% | ▼−69% Reduced · −26K sh | |
| 7 | Valmont Inds Inc COM | $6.5M | 16.3K | 5.7% | ▼−70% Reduced · −38K sh | |
| 8 | Generac Hldgs Inc COM | $6.2M | 31.7K | 5.4% | ▼−73% Reduced · −85K sh | |
| 9 | Icu Med Inc COM | $5.9M | 45.5K | 5.2% | ▼−70% Reduced · −108K sh | |
| 10 | Boyd Gaming Corp COM | $5.2M | 63.3K | 4.6% | ▼−76% Reduced · −198K sh | |
| 11 | Onespaworld Holdings Limited COM | $5.0M | 215.8K | 4.3% | ▼−73% Reduced · −586K sh | |
| 12 | Qiagen NV ORD SHARES | $4.9M | 123.6K | 4.3% | ▲New New position | |
| 13 | Laureate Ed Inc COMMON STOCK | $4.9M | 142.0K | 4.3% | ▼−78% Reduced · −499K sh | |
| 14 | Pricesmart Inc COM | $4.8M | 31.9K | 4.2% | ▼−80% Reduced · −129K sh | |
| 15 | Fti Consulting Inc COM | $4.0M | 22.5K | 3.5% | ▼−73% Reduced · −59K sh | |
| 16 | Azz Inc COM | $3.3M | 26.2K | 2.9% | ▼−70% Reduced · −62K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.6K | 2.8% | ▼−69% Reduced · −15K sh | |
| 18 | Gentex Corp COM | $2.2M | 102.1K | 2.0% | ▼−74% Reduced · −293K sh | |
| 19 | Ebay Inc. COM | $1.9M | 21.2K | 1.7% | ▼−77% Reduced · −72K sh | |
| 20 | Evercore Inc CLASS A | $1.9M | 6.2K | 1.6% | ▼−77% Reduced · −20K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.