Nitorum Capital, L.P.
NEW YORK NY · SEC CIK 0001630243
$1.47亿2026Q2 申报市值
23持仓数
66.0%前十大占比 · 第一大 10.2%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RSP 新建仓+$974.49万
POWERLAW CORP 新建仓+$208.77万
CHDN 加仓+$157.77万
GNTX 加仓+$89.69万
QGEN 加仓+$83.28万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$970.79万
GNRC 减仓-$207.90万
EBAY 减仓-$44.45万
UTHR 减仓-$43.35万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $17.09万 | 0.12% | 1,000 | 1,000 | — | $17.09万 | 新建仓 |
| EBAY | EBAY INC. | $192.46万 | 1.31% | 17,222 | -3,978 | -18.8% | -$44.45万 | 减仓 |
| — | POWERLAW CORP | $208.77万 | 1.42% | 142,213 | 142,213 | — | $208.77万 | 新建仓 |
| EVR | EVERCORE INC | $212.55万 | 1.45% | 6,225 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $331.86万 | 2.26% | 6,632 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $347.64万 | 2.37% | 137,571 | 35,493 | 34.8% | $89.69万 | 加仓 |
| FCN | FTI CONSULTING INC | $385.25万 | 2.62% | 25,854 | 3,400 | 15.1% | $50.66万 | 加仓 |
| AZZ | AZZ INC | $463.83万 | 3.16% | 29,915 | 3,700 | 14.1% | $57.37万 | 加仓 |
| LAUR | LAUREATE ED INC | $515.78万 | 3.51% | 142,010 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $558.74万 | 3.81% | 63,256 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $566.61万 | 3.86% | 144,912 | 21,300 | 17.2% | $83.28万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $577.81万 | 3.94% | 10,664 | -800 | -7.0% | -$43.35万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $609.44万 | 4.15% | 215,808 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $622.65万 | 4.24% | 31,875 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $666.53万 | 4.54% | 45,466 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $721.54万 | 4.91% | 24,642 | -7,100 | -22.4% | -$207.90万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $847.73万 | 5.77% | 94,570 | 17,600 | 22.9% | $157.77万 | 加仓 |
| VMI | VALMONT INDS INC | $941.78万 | 6.41% | 16,305 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $974.49万 | 6.64% | 45,800 | 45,800 | — | $974.49万 | 新建仓 |
| RBA | RB GLOBAL INC | $976.79万 | 6.65% | 83,881 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1,097.29万 | 7.47% | 19,027 | 1,440 | 8.2% | $83.04万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,354.74万 | 9.23% | 31,399 | -22,500 | -41.7% | -$970.79万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,492.21万 | 10.16% | 21,216 | 0 | 0.0% | — | 不变 |