Nitorum Capital as of Dec. 31, 2019
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cott Corp | 8.4 | $150M | 11M | 13.68 | |
| Churchill Downs (CHDN) | 8.0 | $143M | 1.0M | 137.20 | |
| Cannae Holdings (CNNE) | 7.5 | $134M | 3.6M | 37.19 | |
| Sealed Air (SEE) | 6.2 | $111M | 2.8M | 39.83 | |
| Fidelity National Information Services (FIS) | 5.5 | $98M | 704k | 139.09 | |
| Webster Financial Corporation (WBS) | 5.4 | $97M | 1.8M | 53.36 | |
| Paypal Holdings (PYPL) | 4.9 | $87M | 804k | 108.17 | |
| ICU Medical, Incorporated (ICUI) | 4.8 | $86M | 458k | 187.12 | |
| Gentex Corporation (GNTX) | 4.8 | $85M | 2.9M | 28.98 | |
| Dell Technologies (DELL) | 4.7 | $84M | 1.6M | 51.39 | |
| Aramark Hldgs (ARMK) | 4.2 | $75M | 1.7M | 43.40 | |
| Fnf (FNF) | 4.0 | $71M | 1.6M | 45.35 | |
| Copart (CPRT) | 3.6 | $64M | 704k | 90.94 | |
| NCR Corporation (VYX) | 3.4 | $61M | 1.7M | 35.16 | |
| Rockwell Automation (ROK) | 2.9 | $52M | 257k | 202.67 | |
| Martin Marietta Materials (MLM) | 2.9 | $52M | 185k | 279.64 | |
| Electronic Arts (EA) | 2.7 | $49M | 452k | 107.51 | |
| eBay (EBAY) | 2.7 | $48M | 1.3M | 36.11 | |
| Valmont Industries (VMI) | 2.3 | $42M | 279k | 149.78 | |
| Fiserv (FI) | 2.3 | $42M | 361k | 115.63 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $38M | 443k | 85.31 | |
| CoreLogic | 2.1 | $37M | 842k | 43.71 | |
| Molson Coors Brewing Company (TAP) | 2.0 | $36M | 664k | 53.90 | |
| Haemonetics Corporation (HAE) | 1.8 | $32M | 281k | 114.90 | |
| Illinois Tool Works (ITW) | 0.7 | $13M | 72k | 179.63 | |
| Black Knight | 0.2 | $3.2M | 50k | 64.49 |
