Nitorum Capital, L.P. OSW ONESPAWORLD HOLDINGS LIMITED

Ownership history in Nitorum Capital, L.P.  ·  5 quarters on record

AI Ownership Summary

Nitorum Capital, L.P. reported ONESPAWORLD HOLDINGS LIMITED (OSW) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.35% in 2026 Q1. The latest visible filing shows OSW at 4.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OSW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nitorum Capital, L.P.'s position in ONESPAWORLD HOLDINGS LIMITED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OSW was reported at 4.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nitorum Capital, L.P. held OSW — position size vs. price
% of Fund (quarterly)    OSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 215,808 -585,585 -73.1% 4.35% $5.0M 2026-05-15 $23.48
2025 Q4 REDUCED 5.7% +10.9% 801,393 -48,660 -5.7% 3.67% $16.6M 2026-02-17 $23.27
2025 Q3 REDUCED 850,053 -13,779 -1.6% 3.16% $18.0M 2025-11-14 $20.60
2025 Q2 ADDED 863,832 +208,232 +31.8% 2.61% $17.6M 2025-08-14 $21.53
2025 Q1 INITIATED 655,600 1.55% $11.0M 2025-05-15 $19.09

FAQ About Nitorum Capital, L.P. and OSW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nitorum Capital, L.P. reported owning OSW?

Nitorum Capital, L.P. reported OSW across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported OSW position in Nitorum Capital, L.P.'s portfolio?

The largest reported portfolio weight for OSW was 4.35% in 2026 Q1.

What is the latest reported OSW position on this page?

The most recent filing on this page is 2026 Q1, when Nitorum Capital, L.P. reported 215,808 shares, equal to 4.35% of portfolio, with an estimated market value of $5.0M.

What does the chart on this OSW ownership page compare?

The chart compares Nitorum Capital, L.P.'s quarterly OSW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nitorum Capital, L.P. time their OSW position?

Based on 13F filing dates vs. subsequent OSW price moves, Nitorum Capital, L.P. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on OSW relative to SPY over the holding period was -2.9%.

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