Nitorum Capital, L.P. holds a focused book of 23 reported positions worth $146.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Powerlaw Corp first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Invesco S&P 500 Equal Weight and trimmed Dell Technologies -C. Their largest long position is State Street SPDR S&P Midcap at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Nitorum Capital, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
82% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Nitorum Capital, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CPV Partners, LLC | 2 / 23 | $247.4M |
| Dan Sundheim | 2 / 23 | $21.7B |
| Daniel Investment Group, Inc. | 2 / 23 | $99.9M |
| Blue Owl Capital Holdings LP | 2 / 23 | $253.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 2 / 23 | $157.8M |
| Ardent Capital Management, Inc. | 3 / 23 | $81.2M |
| Intelligent Financial Strategies | 2 / 23 | $62.8M |
| Stephenson & Company, Inc. | 2 / 23 | $60.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Nitorum Capital, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $14.9M | 21.2K | 10.2% | —Held | |
| 2 | Dell Technologies Inc CL C | $13.5M | 31.4K | 9.2% | ▼−42% Reduced · −23K sh | |
| 3 | Martin Marietta Matls Inc COM | $11.0M | 19.0K | 7.5% | ▲+8.2% Added · +1K sh | |
| 4 | RB Global Inc COM | $9.8M | 83.9K | 6.7% | —Held | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.7M | 45.8K | 6.6% | ▲New New position | |
| 6 | Valmont Inds Inc COM | $9.4M | 16.3K | 6.4% | —Held | |
| 7 | Churchill Downs Inc COM | $8.5M | 94.6K | 5.8% | ▲+23% Added · +18K sh | |
| 8 | Generac Hldgs Inc COM | $7.2M | 24.6K | 4.9% | ▼−22% Reduced · −7K sh | |
| 9 | Icu Med Inc COM | $6.7M | 45.5K | 4.5% | —Held | |
| 10 | Pricesmart Inc COM | $6.2M | 31.9K | 4.2% | —Held | |
| 11 | Onespaworld Holdings Limited COM | $6.1M | 215.8K | 4.2% | —Held | |
| 12 | United Therapeutics Corp Del COM | $5.8M | 10.7K | 3.9% | ▼−7.0% Reduced · −800 sh | |
| 13 | Qiagen NV ORD SHARES | $5.7M | 144.9K | 3.9% | ▲+17% Added · +21K sh | |
| 14 | Boyd Gaming Corp COM | $5.6M | 63.3K | 3.8% | —Held | |
| 15 | Laureate Ed Inc COMMON STOCK | $5.2M | 142.0K | 3.5% | —Held | |
| 16 | Azz Inc COM | $4.6M | 29.9K | 3.2% | ▲+14% Added · +4K sh | |
| 17 | Fti Consulting Inc COM | $3.9M | 25.9K | 2.6% | ▲+15% Added · +3K sh | |
| 18 | Gentex Corp COM | $3.5M | 137.6K | 2.4% | ▲+35% Added · +35K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.6K | 2.3% | —Held | |
| 20 | Evercore Inc CLASS A | $2.1M | 6.2K | 1.4% | —Held | |
| 21 | Powerlaw Corp COM | $2.1M | 142.2K | 1.4% | →Listed Newly reportable | |
| 22 | Ebay Inc. COM | $1.9M | 17.2K | 1.3% | ▼−19% Reduced · −4K sh | |
| 23 | Space Exploration Techn Corp CLASS A COM STK | $171K | 1.0K | 0.1% | →Listed Newly reportable |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.