Nitorum Capital as of Dec. 31, 2018
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 10.3 | $101M | 7.2M | 13.94 | |
| Sealed Air (SEE) | 9.0 | $88M | 2.5M | 34.84 | |
| Cannae Holdings (CNNE) | 6.5 | $64M | 3.7M | 17.12 | |
| Paypal Holdings (PYPL) | 6.2 | $60M | 717k | 84.09 | |
| Aramark Hldgs (ARMK) | 6.0 | $58M | 2.0M | 28.97 | |
| Fidelity National Information Services (FIS) | 5.7 | $55M | 539k | 102.55 | |
| Gentex Corporation (GNTX) | 5.3 | $52M | 2.6M | 20.21 | |
| Rockwell Automation (ROK) | 4.8 | $47M | 315k | 150.48 | |
| Martin Marietta Materials (MLM) | 4.8 | $47M | 272k | 171.87 | |
| Webster Financial Corporation (WBS) | 4.8 | $47M | 946k | 49.29 | |
| Electronic Arts (EA) | 4.3 | $42M | 538k | 78.91 | |
| Gartner (IT) | 3.5 | $34M | 269k | 127.84 | |
| Agilent Technologies Inc C ommon (A) | 3.0 | $30M | 442k | 67.46 | |
| NCR Corporation (VYX) | 2.8 | $27M | 1.2M | 23.08 | |
| Dell Technologies (DELL) | 2.6 | $25M | 519k | 48.87 | |
| Haemonetics Corporation (HAE) | 2.5 | $25M | 246k | 100.05 | |
| United Technologies Corporation | 2.4 | $24M | 222k | 106.48 | |
| Valmont Industries (VMI) | 2.2 | $22M | 195k | 110.95 | |
| Altaba | 2.2 | $21M | 368k | 57.94 | |
| Illinois Tool Works (ITW) | 2.1 | $21M | 164k | 126.69 | |
| Molson Coors Brewing Company (TAP) | 2.1 | $20M | 361k | 56.16 | |
| Fiserv (FI) | 2.0 | $19M | 264k | 73.49 | |
| eBay (EBAY) | 1.7 | $17M | 604k | 28.07 | |
| Copart (CPRT) | 1.5 | $14M | 301k | 47.78 | |
| Simply Good Foods (SMPL) | 1.1 | $10M | 549k | 18.90 | |
| KAR Auction Services (KAR) | 0.5 | $4.4M | 92k | 47.72 | |
| Black Knight | 0.2 | $2.2M | 50k | 45.05 |
