Nitorum Capital, L.P.
•CIK: 1630243•Filing: Q4 2025
**Nitorum Capital, L.P.** manages $452M across a concentrated portfolio of 25 positions. The fund exhibits significant conviction in technology and industrial sectors, with top holdings including CHR at $47.1M and MLM at $45.6M. Notable allocations also include MNKD ($30.2M), RBA ($28.4M), and DELL ($27.3M). This structure suggests a deep, thematic approach targeting established growth leaders.
Total AUM
$452.4M
QoQ Performance
-20.5%
Positions
25
Top 10 Concentration
63.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CHR
MLM
MNKD
RBA
DELL
CHR10.4%
MLM10.1%
MNKD6.7%
RBA6.3%
DELL6.0%
BYD4.9%
ICUI4.8%
VMI4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.5%
Financial4.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑2 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023