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Nitorum Capital, L.P.
Hedge Fund • Long/Short
Nitorum Capital, L.P. is a Long/Short Hedge Fund based in New York, NY led by Seth Damon Rosen, reporting $1.5B in AUM as of Q3 2025 with 55% concentrated in top 10 holdings.
Managing PartnerSeth Damon Rosen
- Portfolio Value
- $569.3M
- Positions
- 27
- Top Holding
- MLM at 8.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nitorum Capital, L.P.'s portfolio (55.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Construction Materials Basic Materials | $50.1M | 8.81% | -$7.1M Sold | 0.13% 79.5K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $45.4M | 7.97% | +$2.3M Bought | 0.67% 467.8K shares | |
Biotechnology Healthcare | $35.2M | 6.19% | -$2.4M Sold | 2.14% 6.6M shares | |
Computer Hardware Technology | $33.4M | 5.86% | +$720.8K Bought | 0.04% 235.5K shares | |
Specialty Business Services Industrials | $31.7M | 5.57% | -$1.2M Sold | 0.16% 292.9K shares | |
Unknown Unknown | $25.3M | 4.44% | +$25.3M Bought | — 196.2K shares | |
Restaurants Consumer Cyclical | $24.7M | 4.34% | -$8.1M Sold | 2.31% 1.4M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $24.0M | 4.21% | -$9.8M Sold | 0.35% 277.0K shares | |
Education & Training Services Consumer Defensive | $22.0M | 3.86% | -$2.2M Sold | 0.47% 696.5K shares | |
Medical - Instruments & Supplies Healthcare | $22.0M | 3.86% | +$1.8M Bought | 0.74% 183.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nitorum Capital, L.P.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+8.78% | |
+5.44% | |
+2.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-51.13% | |
-35.68% | |
-34.25% |
Analytics
Portfolio insights and performance metrics for Nitorum Capital, L.P.
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