Brendan P. McHugh
Nitorum Capital, L.p.
Assets Managed
$113.915M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-74.81%(2Q avg: -47.67%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Nitorum Capital, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.
Assets under management
The assets under management (AUM) of Nitorum Capital, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.915M in assets, with a quarterly growth rate of -74.81% and a 2-quarter average growth rate of -47.67%. The portfolio is managed by Brendan P. McHugh, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MDY Spdr S&p Midcap 400 Etf Trst
| 11.49% | $13.085M 21,216 shares@ $616.76 avg price | New Position |
MLM Martin Marietta Materials
| 9.09% | $10.353M 17,587 shares@ $588.68 avg price | Decreased -75.96% |
DELL Dell Technologies -c
| 7.77% | $8.846M 53,899 shares@ $164.14 avg price | Decreased -75.16% |
RBA Rb Global Inc
| 7.06% | $8.04M 83,881 shares@ $95.86 avg price | Decreased -69.62% |
CHDN Churchill Downs Inc
| 6.07% | $6.914M 76,970 shares@ $89.83 avg price | Decreased -81.41% |
UTHR United Therapeutics Corp
| 5.97% | $6.798M 11,464 shares@ $592.99 avg price | Decreased -69.03% |
VMI Valmont Industries
| 5.72% | $6.515M 16,305 shares@ $399.58 avg price | Decreased -69.77% |
GNRC Generac Holdings Inc
| 5.45% | $6.2M 31,742 shares@ $195.34 avg price | Decreased -72.91% |
ICUI Icu Medical Inc
| 5.16% | $5.872M 45,466 shares@ $129.16 avg price | Decreased -70.41% |
BYD Boyd Gaming Corp
| 4.57% | $5.198M 63,256 shares@ $82.18 avg price | Decreased -75.78% |
1-10 of 20