Nitorum Capital as of March 31, 2019
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 8.4 | $127M | 8.7M | 14.61 | |
| Aramark Hldgs (ARMK) | 7.0 | $106M | 3.6M | 29.55 | |
| Sealed Air (SEE) | 7.0 | $105M | 2.3M | 46.06 | |
| Cannae Holdings (CNNE) | 6.5 | $98M | 4.0M | 24.26 | |
| Paypal Holdings (PYPL) | 5.9 | $89M | 858k | 103.84 | |
| Gentex Corporation (GNTX) | 5.3 | $81M | 3.9M | 20.68 | |
| Martin Marietta Materials (MLM) | 5.2 | $78M | 388k | 201.18 | |
| Fidelity National Information Services (FIS) | 5.0 | $76M | 673k | 113.10 | |
| Rockwell Automation (ROK) | 5.0 | $75M | 429k | 175.46 | |
| Dell Technologies (DELL) | 4.6 | $70M | 1.2M | 58.69 | |
| Webster Financial Corporation (WBS) | 4.4 | $67M | 1.3M | 50.67 | |
| Gartner (IT) | 3.8 | $57M | 376k | 151.68 | |
| Fnf (FNF) | 3.5 | $54M | 1.5M | 36.55 | |
| Agilent Technologies Inc C ommon (A) | 3.3 | $50M | 618k | 80.38 | |
| NCR Corporation (VYX) | 2.9 | $43M | 1.6M | 27.29 | |
| United Technologies Corporation | 2.6 | $39M | 300k | 128.89 | |
| Altaba | 2.5 | $38M | 514k | 74.12 | |
| eBay (EBAY) | 2.4 | $37M | 987k | 37.14 | |
| Electronic Arts (EA) | 2.3 | $35M | 342k | 101.63 | |
| Illinois Tool Works (ITW) | 2.2 | $33M | 228k | 143.53 | |
| Molson Coors Brewing Company (TAP) | 2.0 | $30M | 506k | 59.65 | |
| Fiserv (FI) | 2.0 | $30M | 338k | 88.28 | |
| Valmont Industries (VMI) | 1.9 | $30M | 227k | 130.10 | |
| Haemonetics Corporation (HAE) | 1.9 | $28M | 324k | 87.48 | |
| Copart (CPRT) | 1.2 | $18M | 293k | 60.59 | |
| Worldpay Ord | 1.1 | $16M | 144k | 113.50 | |
| Black Knight | 0.2 | $2.7M | 50k | 54.50 |
