Nitorum Capital as of June 30, 2017
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 28 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 7.3 | $37M | 2.5M | 14.44 | |
| Paypal Holdings (PYPL) | 6.8 | $34M | 638k | 53.67 | |
| Aramark Hldgs (ARMK) | 6.6 | $33M | 805k | 40.98 | |
| Gartner (IT) | 6.4 | $32M | 261k | 123.51 | |
| Fnf (FNF) | 5.5 | $28M | 620k | 44.83 | |
| Fidelity National Information Services (FIS) | 5.4 | $27M | 320k | 85.40 | |
| Klx Inc Com $0.01 | 5.4 | $27M | 547k | 50.00 | |
| Haemonetics Corporation (HAE) | 4.6 | $23M | 586k | 39.49 | |
| eBay (EBAY) | 4.6 | $23M | 659k | 34.92 | |
| Molson Coors Brewing Company (TAP) | 4.3 | $22M | 254k | 86.34 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 4.2 | $21M | 1.0M | 20.90 | |
| Webster Financial Corporation (WBS) | 3.8 | $19M | 362k | 52.22 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 3.1 | $16M | 983k | 15.80 | |
| Jack in the Box (JACK) | 3.0 | $15M | 155k | 98.50 | |
| Altaba | 2.9 | $15M | 266k | 54.48 | |
| Buffalo Wild Wings | 2.7 | $14M | 107k | 126.70 | |
| Gentex Corporation (GNTX) | 2.6 | $13M | 688k | 18.97 | |
| Valmont Industries (VMI) | 2.5 | $13M | 84k | 149.61 | |
| Fiserv (FI) | 2.5 | $13M | 102k | 122.34 | |
| KAR Auction Services (KAR) | 2.3 | $12M | 274k | 41.97 | |
| Electronic Arts (EA) | 2.3 | $12M | 109k | 105.72 | |
| United Technologies Corporation | 2.1 | $11M | 86k | 122.12 | |
| Copart (CPRT) | 2.1 | $10M | 328k | 31.79 | |
| Conyers Pk Acquisition cl a | 1.9 | $9.7M | 823k | 11.78 | |
| Agilent Technologies Inc C ommon (A) | 1.9 | $9.4M | 159k | 59.31 | |
| Illinois Tool Works (ITW) | 1.7 | $8.6M | 60k | 143.26 | |
| J Alexanders Holding | 1.0 | $4.9M | 400k | 12.25 | |
| VCA Antech | 0.5 | $2.6M | 28k | 92.32 |
