Nitorum Capital as of Sept. 30, 2019
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 7.7 | $131M | 11M | 12.47 | |
| Churchill Downs (CHDN) | 7.3 | $125M | 1.0M | 123.46 | |
| Sealed Air (SEE) | 6.7 | $116M | 2.8M | 41.51 | |
| Aramark Hldgs (ARMK) | 6.1 | $105M | 2.4M | 43.58 | |
| Cannae Holdings (CNNE) | 6.1 | $105M | 3.8M | 27.47 | |
| Fidelity National Information Services (FIS) | 5.4 | $93M | 699k | 132.76 | |
| Gentex Corporation (GNTX) | 5.1 | $88M | 3.2M | 27.54 | |
| Webster Financial Corporation (WBS) | 4.9 | $85M | 1.8M | 46.87 | |
| Dell Technologies (DELL) | 4.8 | $83M | 1.6M | 51.86 | |
| Martin Marietta Materials (MLM) | 4.8 | $82M | 298k | 274.10 | |
| Paypal Holdings (PYPL) | 4.6 | $79M | 759k | 103.59 | |
| ICU Medical, Incorporated (ICUI) | 4.2 | $72M | 453k | 159.60 | |
| Fnf (FNF) | 4.0 | $69M | 1.6M | 44.41 | |
| Copart (CPRT) | 3.3 | $56M | 700k | 80.33 | |
| NCR Corporation (VYX) | 3.2 | $55M | 1.7M | 31.56 | |
| Molson Coors Brewing Company (TAP) | 2.9 | $49M | 851k | 57.50 | |
| Rockwell Automation (ROK) | 2.7 | $46M | 280k | 164.80 | |
| Electronic Arts (EA) | 2.6 | $44M | 453k | 97.82 | |
| eBay (EBAY) | 2.4 | $41M | 1.0M | 38.98 | |
| Valmont Industries (VMI) | 2.2 | $39M | 278k | 138.44 | |
| Illinois Tool Works (ITW) | 2.2 | $38M | 241k | 156.49 | |
| Fiserv (FI) | 2.2 | $37M | 358k | 103.59 | |
| Haemonetics Corporation (HAE) | 2.0 | $35M | 280k | 126.14 | |
| Agilent Technologies Inc C ommon (A) | 2.0 | $34M | 440k | 76.63 | |
| Gartner (IT) | 0.6 | $11M | 77k | 142.99 | |
| Black Knight | 0.2 | $3.0M | 50k | 61.06 |
