Nitorum Capital as of Dec. 31, 2020
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 33 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| eBay (EBAY) | 8.1 | $208M | 4.1M | 50.25 | |
| Churchill Downs (CHDN) | 6.6 | $170M | 872k | 194.79 | |
| Primo Water (PRMW) | 6.4 | $165M | 11M | 15.68 | |
| Cannae Holdings (CNNE) | 6.4 | $165M | 3.7M | 44.27 | |
| Paypal Holdings (PYPL) | 4.7 | $122M | 521k | 234.20 | |
| Sealed Air (SEE) | 4.3 | $110M | 2.4M | 45.79 | |
| Martin Marietta Materials (MLM) | 4.0 | $104M | 367k | 283.97 | |
| FTI Consulting (FCN) | 3.8 | $99M | 885k | 111.72 | |
| CoreLogic | 3.7 | $96M | 1.2M | 77.32 | |
| ICU Medical, Incorporated (ICUI) | 3.5 | $90M | 417k | 214.49 | |
| Gentex Corporation (GNTX) | 3.1 | $79M | 2.3M | 33.93 | |
| Fidelity National Information Services (FIS) | 3.0 | $79M | 555k | 141.46 | |
| Dell Technologies CL C (DELL) | 2.7 | $70M | 953k | 73.29 | |
| Dun & Bradstreet Hldgs (DNB) | 2.6 | $67M | 2.7M | 24.90 | |
| NCR Corporation (VYX) | 2.6 | $67M | 1.8M | 37.57 | |
| Fiserv (FI) | 2.6 | $67M | 584k | 113.86 | |
| Webster Financial Corporation (WBS) | 2.6 | $66M | 1.6M | 42.15 | |
| Foley Trasimene Acquisition Unit 99/99/9999 | 2.5 | $64M | 3.8M | 17.00 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 2.4 | $63M | 3.4M | 18.44 | |
| Liberty Media Corp Del Com A Siriusxm | 2.3 | $59M | 1.4M | 43.19 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $56M | 156k | 356.94 | |
| Rockwell Automation (ROK) | 2.1 | $55M | 219k | 250.81 | |
| Electronic Arts (EA) | 2.1 | $54M | 377k | 143.60 | |
| Valmont Industries (VMI) | 2.1 | $54M | 306k | 174.93 | |
| Gartner (IT) | 2.1 | $53M | 332k | 160.19 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 2.0 | $53M | 92k | 574.27 | |
| Copart (CPRT) | 2.0 | $51M | 398k | 127.25 | |
| Callaway Golf Company (MODG) | 1.9 | $49M | 2.1M | 24.01 | |
| Haemonetics Corporation (HAE) | 1.8 | $48M | 402k | 118.75 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.8 | $47M | 773k | 61.11 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 1.7 | $45M | 3.8M | 11.90 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $6.2M | 144k | 43.51 | |
| Black Knight | 0.2 | $4.4M | 50k | 88.35 |
