Nitorum Capital, L.P.
NEW YORK NY · SEC CIK 0001630243
$1.14亿2026Q1 申报市值
20持仓数
68.3%前十大占比 · 第一大 11.5%
2 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MDY 新建仓+$1,308.52万
QGEN 新建仓+$494.94万
2026Q1 卖出最多 按季末市值估算
MLM 减仓-$3,272.94万
CHDN 减仓-$3,028.10万
MNKD 清仓-$3,019.74万
DELL 减仓-$2,677.03万
PSMT 减仓-$1,942.97万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,308.52万 | 11.49% | 21,216 | 21,216 | — | $1,308.52万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,035.31万 | 9.09% | 17,587 | -55,598 | -76.0% | -$3,272.94万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $884.64万 | 7.77% | 53,899 | -163,104 | -75.2% | -$2,677.03万 | 减仓 |
| RBA | RB GLOBAL INC | $804.00万 | 7.06% | 83,881 | -192,239 | -69.6% | -$1,842.61万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $691.42万 | 6.07% | 76,970 | -337,092 | -81.4% | -$3,028.10万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $679.79万 | 5.97% | 11,464 | -25,558 | -69.0% | -$1,515.54万 | 减仓 |
| VMI | VALMONT INDS INC | $651.50万 | 5.72% | 16,305 | -37,632 | -69.8% | -$1,503.66万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $620.02万 | 5.44% | 31,742 | -85,459 | -72.9% | -$1,669.27万 | 减仓 |
| ICUI | ICU MED INC | $587.19万 | 5.15% | 45,466 | -108,191 | -70.4% | -$1,397.29万 | 减仓 |
| BYD | BOYD GAMING CORP | $519.84万 | 4.56% | 63,256 | -198,014 | -75.8% | -$1,627.28万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $495.28万 | 4.35% | 215,808 | -585,585 | -73.1% | -$1,343.92万 | 减仓 |
| QGEN | QIAGEN NV | $494.94万 | 4.34% | 123,612 | 123,612 | — | $494.94万 | 新建仓 |
| LAUR | LAUREATE ED INC | $494.76万 | 4.34% | 142,010 | -498,908 | -77.8% | -$1,738.20万 | 减仓 |
| PSMT | PRICESMART INC | $479.72万 | 4.21% | 31,875 | -129,101 | -80.2% | -$1,942.97万 | 减仓 |
| FCN | FTI CONSULTING INC | $396.92万 | 3.48% | 22,454 | -59,406 | -72.6% | -$1,050.12万 | 减仓 |
| AZZ | AZZ INC | $328.03万 | 2.88% | 26,215 | -62,371 | -70.4% | -$780.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $317.81万 | 2.79% | 6,632 | -14,791 | -69.0% | -$708.78万 | 减仓 |
| GNTX | GENTEX CORP | $223.04万 | 1.96% | 102,078 | -292,809 | -74.2% | -$639.79万 | 减仓 |
| EBAY | EBAY INC. | $192.96万 | 1.69% | 21,200 | -72,481 | -77.4% | -$659.72万 | 减仓 |
| EVR | EVERCORE INC | $185.82万 | 1.63% | 6,225 | -20,377 | -76.6% | -$608.27万 | 减仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -5,325,823 | -100.0% | -$3,019.74万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -244,824 | -100.0% | -$1,100.97万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -16,465 | -100.0% | -$939.95万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -147,156 | -100.0% | -$926.20万 | 清仓 |
| CNNE | CANNAE HLDGS INC | $0 | 0.00% | 0 | -568,685 | -100.0% | -$894.54万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -129,450 | -100.0% | -$860.32万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -205,125 | -100.0% | -$803.06万 | 清仓 |