Nitorum Capital as of Dec. 31, 2017
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 29 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 9.5 | $80M | 4.8M | 16.66 | |
| Gentex Corporation (GNTX) | 7.8 | $66M | 3.2M | 20.95 | |
| Klx Inc Com $0.01 | 7.7 | $65M | 950k | 68.25 | |
| Aramark Hldgs (ARMK) | 6.7 | $56M | 1.3M | 42.74 | |
| Haemonetics Corporation (HAE) | 6.6 | $56M | 963k | 58.08 | |
| Paypal Holdings (PYPL) | 5.5 | $46M | 628k | 73.62 | |
| Fidelity National Information Services (FIS) | 4.8 | $40M | 425k | 94.09 | |
| eBay (EBAY) | 3.9 | $33M | 871k | 37.74 | |
| Altaba | 3.7 | $31M | 442k | 69.85 | |
| Simply Good Foods (SMPL) | 3.6 | $30M | 2.1M | 14.26 | |
| Gartner (IT) | 3.6 | $30M | 244k | 123.15 | |
| Webster Financial Corporation (WBS) | 3.5 | $30M | 530k | 56.16 | |
| United Technologies Corporation | 3.2 | $27M | 212k | 127.57 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 3.2 | $27M | 1.3M | 20.10 | |
| Molson Coors Brewing Company (TAP) | 2.9 | $24M | 297k | 82.07 | |
| Dell Technologies Inc Class V equity | 2.7 | $22M | 275k | 81.28 | |
| KAR Auction Services (KAR) | 2.5 | $21M | 421k | 50.51 | |
| Valmont Industries (VMI) | 2.3 | $19M | 116k | 165.85 | |
| Electronic Arts (EA) | 2.2 | $18M | 174k | 105.06 | |
| Copart (CPRT) | 2.1 | $18M | 419k | 43.19 | |
| Fiserv (FI) | 2.0 | $17M | 130k | 131.13 | |
| Cannae Holdings (CNNE) | 2.0 | $17M | 970k | 17.03 | |
| Jack in the Box (JACK) | 1.9 | $16M | 166k | 98.11 | |
| Illinois Tool Works (ITW) | 1.6 | $14M | 82k | 166.85 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $14M | 203k | 66.97 | |
| Fnf (FNF) | 1.6 | $14M | 344k | 39.24 | |
| Buffalo Wild Wings | 0.6 | $5.0M | 32k | 156.35 | |
| J Alexanders Holding | 0.4 | $3.1M | 315k | 9.70 | |
| Black Knight | 0.3 | $2.2M | 50k | 44.14 |
