Nitorum Capital as of Dec. 31, 2021
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 38 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.4 | $179M | 743k | 240.90 | |
| Cerner Corporation | 8.3 | $178M | 1.9M | 92.87 | |
| Primo Water (PRMW) | 7.0 | $150M | 8.5M | 17.63 | |
| Cannae Holdings (CNNE) | 5.9 | $126M | 3.6M | 35.15 | |
| eBay (EBAY) | 5.4 | $116M | 1.7M | 66.50 | |
| Webster Financial Corporation (WBS) | 4.2 | $89M | 1.6M | 55.84 | |
| Alight Com Cl A (ALIT) | 3.8 | $81M | 7.5M | 10.81 | |
| Sealed Air (SEE) | 3.3 | $71M | 1.1M | 67.47 | |
| Fiserv (FI) | 3.3 | $70M | 670k | 103.79 | |
| Msc Indl Direct Cl A (MSM) | 3.1 | $67M | 799k | 84.06 | |
| Boyd Gaming Corporation (BYD) | 3.1 | $66M | 1.0M | 65.57 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.0 | $65M | 78k | 829.83 | |
| FTI Consulting (FCN) | 2.9 | $62M | 402k | 153.42 | |
| Martin Marietta Materials (MLM) | 2.8 | $61M | 137k | 440.52 | |
| ICU Medical, Incorporated (ICUI) | 2.8 | $60M | 251k | 237.34 | |
| Gentex Corporation (GNTX) | 2.5 | $54M | 1.5M | 34.85 | |
| Dun & Bradstreet Hldgs | 2.3 | $50M | 2.4M | 20.49 | |
| Valmont Industries (VMI) | 2.3 | $49M | 197k | 250.50 | |
| Mcafee Corp Com Cl A | 2.1 | $44M | 1.7M | 25.79 | |
| NCR Corporation (VYX) | 2.0 | $43M | 1.1M | 40.20 | |
| Evercore Class A (EVR) | 2.0 | $43M | 315k | 135.85 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $41M | 115k | 359.32 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 1.8 | $38M | 3.4M | 11.23 | |
| Dell Technologies CL C (DELL) | 1.7 | $36M | 649k | 56.17 | |
| Brooks Automation (AZTA) | 1.7 | $36M | 348k | 103.11 | |
| Vmware Cl A Com | 1.6 | $34M | 290k | 115.88 | |
| Terminix Global Holdings | 1.5 | $33M | 731k | 45.23 | |
| Fidelity National Information Services (FIS) | 1.5 | $32M | 290k | 109.15 | |
| Callaway Golf Company (MODG) | 1.5 | $31M | 1.1M | 27.44 | |
| Msd Acquisition Corp Class A Ord Shs | 1.4 | $30M | 3.0M | 9.89 | |
| Paypal Holdings (PYPL) | 1.3 | $29M | 152k | 188.58 | |
| Ihs Holding Ord Shs (IHS) | 1.3 | $28M | 2.0M | 14.10 | |
| Austerlitz Acquisition Corp Com Cl A | 1.2 | $25M | 2.5M | 9.72 | |
| Austerlitz Acquisition Corp Shs Cl A | 0.6 | $13M | 1.3M | 9.71 | |
| Black Knight | 0.2 | $4.1M | 50k | 82.90 | |
| Msd Acquisition Corp *w Exp 03/25/202 | 0.0 | $687k | 600k | 1.15 | |
| Austerlitz Acquisition Corp *w Exp 02/19/202 | 0.0 | $621k | 635k | 0.98 | |
| Austerlitz Acquisition Corp *w Exp 02/19/202 (AUSCF) | 0.0 | $349k | 333k | 1.05 |
