Nitorum Capital as of March 31, 2018
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 9.7 | $89M | 6.0M | 14.72 | |
| Klx Inc Com $0.01 | 8.6 | $79M | 1.1M | 71.06 | |
| Gentex Corporation (GNTX) | 7.8 | $71M | 3.1M | 23.02 | |
| Haemonetics Corporation (HAE) | 7.5 | $69M | 936k | 73.16 | |
| Aramark Hldgs (ARMK) | 6.7 | $61M | 1.5M | 39.56 | |
| Fidelity National Information Services (FIS) | 5.0 | $46M | 476k | 96.30 | |
| Webster Financial Corporation (WBS) | 4.0 | $36M | 655k | 55.40 | |
| eBay (EBAY) | 3.9 | $35M | 875k | 40.24 | |
| Dell Technologies Inc Class V equity | 3.9 | $35M | 478k | 73.21 | |
| Simply Good Foods (SMPL) | 3.8 | $35M | 2.5M | 13.73 | |
| Altaba | 3.5 | $32M | 433k | 74.04 | |
| Gartner (IT) | 3.3 | $30M | 256k | 117.62 | |
| Molson Coors Brewing Company (TAP) | 3.3 | $30M | 399k | 75.33 | |
| Paypal Holdings (PYPL) | 3.2 | $30M | 389k | 75.87 | |
| Valmont Industries (VMI) | 3.0 | $28M | 190k | 146.30 | |
| KAR Auction Services (KAR) | 3.0 | $27M | 503k | 54.20 | |
| United Technologies Corporation | 2.9 | $26M | 210k | 125.82 | |
| Copart (CPRT) | 2.5 | $23M | 447k | 50.93 | |
| Electronic Arts (EA) | 2.5 | $23M | 186k | 121.24 | |
| Fiserv (FI) | 2.2 | $20M | 287k | 71.31 | |
| Fnf (FNF) | 2.1 | $19M | 479k | 40.02 | |
| Cannae Holdings (CNNE) | 2.1 | $19M | 1.0M | 18.86 | |
| Martin Marietta Materials (MLM) | 1.8 | $16M | 79k | 207.30 | |
| Illinois Tool Works (ITW) | 1.7 | $15M | 96k | 156.66 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $15M | 223k | 66.90 | |
| Black Knight | 0.3 | $2.3M | 50k | 47.09 |
