Nitorum Capital, L.P.
13F filer · CIK 1630243 · New York, NY
Summary
Nitorum Capital, L.P. reported $146.84M across 23 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are MDY (10.2%), DELL (9.2%), MLM (7.5%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 6, trimmed 4 and sold out of 0.
Reported value$146.84M
Positions23
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added6
Trimmed4
Sold out0
Top 23 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.2%Value $14.92MPrice $660.23Shares 21KSince Jun 30 -6.13%
Weight 9.2%Value $13.55MPrice $539.59Shares 31K -41.74%Since Jun 30 +25.06%
Weight 7.5%Value $10.97MPrice $479.09Shares 19K +8.19%Since Jun 30 -16.93%
Weight 6.7%Value $9.77MPrice $81.39Shares 84KSince Jun 30 -30.11%
Weight 6.6%Value $9.74MPrice $209.50Shares 46KSince Jun 30 -1.54%
Weight 6.4%Value $9.42MPrice $467.21Shares 16KSince Jun 30 -19.11%
Weight 5.8%Value $8.48MPrice $76.16Shares 95K +22.87%Since Jun 30 -15.04%
Weight 4.9%Value $7.22MPrice $212.22Shares 25K -22.37%Since Jun 30 -27.52%
Weight 4.5%Value $6.67MPrice $163.44Shares 45KSince Jun 30 +11.49%
Weight 4.2%Value $6.23MPrice $170.38Shares 32KSince Jun 30 -12.78%
Weight 4.2%Value $6.09MPrice $23.15Shares 216KSince Jun 30 -18.02%
Weight 3.9%Value $5.78MPrice $481.47Shares 11K -6.98%Since Jun 30 -11.14%
Weight 3.9%Value $5.67MPrice $44.40Shares 145K +17.23%Since Jun 30 +13.55%
Weight 3.8%Value $5.59MPrice $67.08Shares 63KSince Jun 30 -24.06%
Weight 3.5%Value $5.16MPrice $38.38Shares 142KSince Jun 30 +5.67%
Weight 3.2%Value $4.64MPrice $135.29Shares 30K +14.11%Since Jun 30 -12.74%
Weight 2.6%Value $3.85MPrice $132.09Shares 26K +15.14%Since Jun 30 -11.35%
Weight 2.4%Value $3.48MPrice $22.13Shares 138K +34.77%Since Jun 30 -12.43%
Weight 2.3%Value $3.32MPrice $502.35Shares 6,632Since Jun 30 +0.39%
Weight 1.4%Value $2.13MPrice $258.46Shares 6,225Since Jun 30 -24.30%
POWERLAW CORPNo ticker matchNew
Weight 1.4%Value $2.09MShares 142K
Weight 1.3%Value $1.92MPrice $105.21Shares 17K -18.76%Since Jun 30 -5.85%
Weight 0.1%Value $170.9KPrice $149.24Shares 1,000Since Jun 30 -12.65%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.2% | $14.92M | -6.13% | — | Hold | |
| 9.2% | $13.55M | +25.06% | -41.74% | Trim | |
| 7.5% | $10.97M | -16.93% | +8.19% | Add | |
| 6.7% | $9.77M | -30.11% | — | Hold | |
| 6.6% | $9.74M | -1.54% | — | New | |
| 6.4% | $9.42M | -19.11% | — | Hold | |
| 5.8% | $8.48M | -15.04% | +22.87% | Add | |
| 4.9% | $7.22M | -27.52% | -22.37% | Trim | |
| 4.5% | $6.67M | +11.49% | — | Hold | |
| 4.2% | $6.23M | -12.78% | — | Hold | |
| 4.2% | $6.09M | -18.02% | — | Hold | |
| 3.9% | $5.78M | -11.14% | -6.98% | Trim | |
| 3.9% | $5.67M | +13.55% | +17.23% | Add | |
| 3.8% | $5.59M | -24.06% | — | Hold | |
| 3.5% | $5.16M | +5.67% | — | Hold | |
| 3.2% | $4.64M | -12.74% | +14.11% | Add | |
| 2.6% | $3.85M | -11.35% | +15.14% | Add | |
| 2.4% | $3.48M | -12.43% | +34.77% | Add | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 2.3% | $3.32M | +0.39% | — | Hold |
| 1.4% | $2.13M | -24.30% | — | Hold | |
| POWERLAW CORPNo ticker match | 1.4% | $2.09M | — | — | New |
| 1.3% | $1.92M | -5.85% | -18.76% | Trim | |
| 0.1% | $170.9K | -12.65% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
POWERLAW CORPNo ticker match≈ $2.09MNew
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.