Nitorum Capital as of June 30, 2019
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 28 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 7.9 | $139M | 10M | 13.35 | |
| Aramark Hldgs (ARMK) | 7.8 | $138M | 3.8M | 36.06 | |
| Cannae Holdings (CNNE) | 6.6 | $117M | 4.0M | 28.98 | |
| Sealed Air (SEE) | 6.1 | $108M | 2.5M | 42.78 | |
| Gentex Corporation (GNTX) | 5.6 | $99M | 4.0M | 24.61 | |
| Martin Marietta Materials (MLM) | 5.3 | $94M | 408k | 230.11 | |
| Churchill Downs (CHDN) | 4.9 | $87M | 755k | 115.07 | |
| Fidelity National Information Services (FIS) | 4.7 | $84M | 680k | 122.68 | |
| Webster Financial Corporation (WBS) | 4.5 | $80M | 1.7M | 47.77 | |
| Paypal Holdings (PYPL) | 4.4 | $77M | 672k | 114.46 | |
| Fidelity National Financial Fnf Group Com (FNF) | 3.9 | $68M | 1.7M | 40.30 | |
| Rockwell Automation (ROK) | 3.8 | $67M | 408k | 163.83 | |
| ICU Medical, Incorporated (ICUI) | 3.3 | $57M | 228k | 251.91 | |
| NCR Corporation (VYX) | 3.1 | $54M | 1.7M | 31.10 | |
| Dell Technologies CL C (DELL) | 3.0 | $53M | 1.1M | 50.80 | |
| Haemonetics Corporation (HAE) | 2.9 | $52M | 431k | 120.34 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $51M | 681k | 74.67 | |
| Molson Coors Brewing CL B (TAP) | 2.7 | $48M | 851k | 56.00 | |
| eBay (EBAY) | 2.3 | $41M | 1.0M | 39.50 | |
| Electronic Arts (EA) | 2.2 | $39M | 388k | 101.26 | |
| Illinois Tool Works (ITW) | 2.1 | $36M | 241k | 150.81 | |
| Altaba | 2.0 | $36M | 515k | 69.37 | |
| Valmont Industries (VMI) | 2.0 | $35M | 276k | 126.81 | |
| Fiserv (FI) | 1.8 | $33M | 356k | 91.16 | |
| United Technologies Corporation | 1.7 | $30M | 230k | 130.20 | |
| Worldpay Cl A | 1.3 | $22M | 180k | 122.55 | |
| Gartner (IT) | 0.7 | $12M | 77k | 160.93 | |
| Black Knight | 0.2 | $3.0M | 50k | 60.15 |
