Nitorum Capital as of June 30, 2018
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 25 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 11.6 | $104M | 6.3M | 16.55 | |
| Gentex Corporation (GNTX) | 6.9 | $62M | 2.7M | 23.02 | |
| Aramark Hldgs (ARMK) | 5.7 | $51M | 1.4M | 37.10 | |
| Haemonetics Corporation (HAE) | 5.7 | $51M | 567k | 89.68 | |
| Fidelity National Information Services (FIS) | 5.7 | $50M | 476k | 106.03 | |
| Rockwell Automation (ROK) | 4.8 | $43M | 257k | 166.23 | |
| Paypal Holdings (PYPL) | 4.5 | $41M | 488k | 83.27 | |
| Webster Financial Corporation (WBS) | 4.5 | $40M | 626k | 63.70 | |
| Dell Technologies Inc Class V equity | 4.5 | $40M | 470k | 84.58 | |
| Simply Good Foods (SMPL) | 4.1 | $37M | 2.5M | 14.44 | |
| Molson Coors Brewing Company (TAP) | 4.0 | $36M | 526k | 68.04 | |
| Altaba | 3.5 | $32M | 433k | 73.21 | |
| eBay (EBAY) | 3.5 | $32M | 869k | 36.26 | |
| KAR Auction Services (KAR) | 3.4 | $31M | 559k | 54.80 | |
| Gartner (IT) | 3.3 | $30M | 222k | 132.90 | |
| Martin Marietta Materials (MLM) | 3.2 | $29M | 130k | 223.33 | |
| Valmont Industries (VMI) | 3.2 | $29M | 190k | 150.75 | |
| United Technologies Corporation | 3.0 | $26M | 211k | 125.03 | |
| Agilent Technologies Inc C ommon (A) | 2.7 | $25M | 396k | 61.84 | |
| Cannae Holdings (CNNE) | 2.6 | $24M | 1.3M | 18.55 | |
| Copart (CPRT) | 2.6 | $23M | 413k | 56.56 | |
| Electronic Arts (EA) | 2.5 | $23M | 161k | 141.02 | |
| Fiserv (FI) | 2.2 | $20M | 266k | 74.09 | |
| Illinois Tool Works (ITW) | 1.8 | $16M | 116k | 138.54 | |
| Black Knight | 0.3 | $2.7M | 50k | 53.55 |
