Nitorum Capital as of Sept. 30, 2017
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 8.3 | $50M | 3.4M | 15.01 | |
| Paypal Holdings (PYPL) | 6.7 | $41M | 632k | 64.03 | |
| Aramark Hldgs (ARMK) | 6.6 | $40M | 979k | 40.61 | |
| Haemonetics Corporation (HAE) | 6.2 | $38M | 836k | 44.87 | |
| Gentex Corporation (GNTX) | 5.4 | $33M | 1.6M | 19.80 | |
| Fidelity National Information Services (FIS) | 5.4 | $33M | 348k | 93.39 | |
| Klx Inc Com $0.01 | 5.2 | $31M | 591k | 52.93 | |
| eBay (EBAY) | 4.2 | $26M | 665k | 38.46 | |
| Gartner (IT) | 4.1 | $25M | 197k | 124.41 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 3.8 | $23M | 1.1M | 21.65 | |
| Molson Coors Brewing Company (TAP) | 3.7 | $23M | 275k | 81.64 | |
| Webster Financial Corporation (WBS) | 3.7 | $22M | 427k | 52.55 | |
| Altaba | 3.7 | $22M | 338k | 66.24 | |
| Simply Good Foods (SMPL) | 3.3 | $20M | 1.7M | 11.71 | |
| Jack in the Box (JACK) | 3.1 | $19M | 186k | 101.92 | |
| United Technologies Corporation | 3.1 | $19M | 161k | 116.08 | |
| Fnf (FNF) | 3.0 | $18M | 380k | 47.46 | |
| KAR Auction Services (KAR) | 2.5 | $15M | 319k | 47.74 | |
| Valmont Industries (VMI) | 2.4 | $15M | 93k | 158.10 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 2.4 | $15M | 844k | 17.15 | |
| Fiserv (FI) | 2.4 | $14M | 111k | 128.96 | |
| Electronic Arts (EA) | 2.3 | $14M | 118k | 118.06 | |
| Buffalo Wild Wings | 2.2 | $14M | 127k | 105.70 | |
| Copart (CPRT) | 2.1 | $13M | 364k | 34.37 | |
| Agilent Technologies Inc C ommon (A) | 1.8 | $11M | 169k | 64.20 | |
| Illinois Tool Works (ITW) | 1.7 | $10M | 69k | 147.97 | |
| J Alexanders Holding | 0.7 | $4.3M | 369k | 11.60 |
