Nitorum Capital as of Sept. 30, 2016
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 24 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Molson Coors Brewing Company (TAP) | 8.3 | $21M | 188k | 109.80 | |
| Paypal Holdings (PYPL) | 7.3 | $18M | 445k | 40.97 | |
| VCA Antech | 6.6 | $17M | 235k | 69.98 | |
| BE Aerospace | 6.3 | $16M | 302k | 51.66 | |
| Fidelity National Information Services (FIS) | 6.0 | $15M | 193k | 77.03 | |
| KAR Auction Services (KAR) | 5.6 | $14M | 323k | 43.16 | |
| eBay (EBAY) | 5.3 | $13M | 400k | 32.90 | |
| Haemonetics Corporation (HAE) | 5.1 | $13M | 352k | 36.21 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 4.8 | $12M | 587k | 20.44 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 4.8 | $12M | 957k | 12.48 | |
| Klx Inc Com $0.01 | 4.5 | $11M | 321k | 35.20 | |
| Aramark Hldgs (ARMK) | 4.2 | $11M | 275k | 38.03 | |
| Buffalo Wild Wings | 4.1 | $10M | 72k | 140.74 | |
| Webster Financial Corporation (WBS) | 4.0 | $9.8M | 259k | 38.01 | |
| Yahoo! | 3.1 | $7.8M | 180k | 43.10 | |
| Copart (CPRT) | 2.7 | $6.7M | 126k | 53.56 | |
| Jack in the Box (JACK) | 2.7 | $6.7M | 70k | 95.94 | |
| Ceb | 2.6 | $6.5M | 120k | 54.47 | |
| Agilent Technologies Inc C ommon (A) | 2.4 | $6.0M | 128k | 47.09 | |
| Fiserv (FI) | 2.2 | $5.4M | 55k | 99.46 | |
| United Technologies Corporation | 2.1 | $5.2M | 51k | 101.60 | |
| Valmont Industries (VMI) | 1.9 | $4.7M | 35k | 134.58 | |
| Illinois Tool Works (ITW) | 1.9 | $4.7M | 39k | 119.84 | |
| J Alexanders Holding | 1.3 | $3.3M | 329k | 10.13 |
