Nitorum Capital as of March 31, 2020
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cannae Holdings (CNNE) | 8.1 | $105M | 3.1M | 33.49 | |
| Primo Water (PRMW) | 7.3 | $94M | 10M | 9.06 | |
| ICU Medical, Incorporated (ICUI) | 7.2 | $93M | 460k | 201.77 | |
| Paypal Holdings (PYPL) | 6.4 | $83M | 865k | 95.74 | |
| Churchill Downs (CHDN) | 6.4 | $83M | 804k | 102.95 | |
| Fidelity National Information Services (FIS) | 6.1 | $79M | 649k | 121.64 | |
| Gentex Corporation (GNTX) | 5.1 | $65M | 2.9M | 22.16 | |
| Sealed Air (SEE) | 4.9 | $63M | 2.5M | 24.71 | |
| Martin Marietta Materials (MLM) | 4.7 | $61M | 321k | 189.23 | |
| Dell Technologies (DELL) | 4.5 | $58M | 1.5M | 39.55 | |
| Grifols S A Sponsored Adr R (GRFS) | 4.1 | $54M | 2.7M | 20.14 | |
| Electronic Arts (EA) | 3.9 | $50M | 501k | 100.17 | |
| CoreLogic | 3.3 | $43M | 1.4M | 30.54 | |
| Haemonetics Corporation (HAE) | 3.0 | $39M | 394k | 99.66 | |
| MasterCard Incorporated (MA) | 2.8 | $36M | 151k | 241.56 | |
| Rockwell Automation (ROK) | 2.8 | $36M | 237k | 150.91 | |
| Copart (CPRT) | 2.7 | $36M | 518k | 68.52 | |
| Fiserv (FI) | 2.7 | $34M | 360k | 94.99 | |
| NCR Corporation (VYX) | 2.4 | $31M | 1.7M | 17.70 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.3 | $30M | 755k | 40.03 | |
| eBay (EBAY) | 2.3 | $30M | 992k | 30.06 | |
| Valmont Industries (VMI) | 2.3 | $30M | 279k | 105.98 | |
| Molson Coors Brewing Company (TAP) | 2.2 | $29M | 738k | 39.01 | |
| Webster Financial Corporation (WBS) | 2.2 | $29M | 1.3M | 22.90 | |
| Black Knight | 0.2 | $2.9M | 50k | 58.05 |
