Nitorum Capital as of March 31, 2022
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.6 | $130M | 584k | 221.78 | |
| Cerner Corporation | 7.1 | $107M | 1.1M | 93.56 | |
| Brooks Automation (AZTA) | 6.3 | $96M | 1.2M | 82.88 | |
| Primo Water (PRMW) | 5.9 | $89M | 6.3M | 14.25 | |
| Msc Indl Direct Cl A (MSM) | 5.7 | $86M | 1.0M | 85.21 | |
| Cannae Holdings (CNNE) | 5.5 | $83M | 3.4M | 23.92 | |
| Fiserv (FI) | 4.9 | $73M | 722k | 101.40 | |
| eBay (EBAY) | 4.5 | $67M | 1.2M | 57.26 | |
| Bio Rad Labs Cl A (BIO) | 4.1 | $62M | 111k | 563.23 | |
| FTI Consulting (FCN) | 3.9 | $59M | 374k | 157.22 | |
| Webster Financial Corporation (WBS) | 3.9 | $59M | 1.0M | 56.12 | |
| Martin Marietta Materials (MLM) | 3.5 | $53M | 137k | 384.89 | |
| ICU Medical, Incorporated (ICUI) | 3.4 | $51M | 229k | 222.64 | |
| Boyd Gaming Corporation (BYD) | 2.9 | $44M | 662k | 65.78 | |
| Valmont Industries (VMI) | 2.9 | $43M | 181k | 238.60 | |
| Evercore Class A (EVR) | 2.8 | $43M | 386k | 111.32 | |
| Gentex Corporation (GNTX) | 2.8 | $42M | 1.4M | 29.17 | |
| Paypal Holdings (PYPL) | 2.7 | $41M | 354k | 115.65 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 2.6 | $40M | 60k | 665.60 | |
| Sealed Air (SEE) | 2.2 | $33M | 495k | 66.96 | |
| Dell Technologies CL C (DELL) | 2.2 | $33M | 649k | 50.19 | |
| Msd Acquisition Corp Class A Ord Shs | 1.9 | $29M | 3.0M | 9.80 | |
| Callaway Golf Company (MODG) | 1.8 | $27M | 1.1M | 23.42 | |
| Alight Com Cl A (ALIT) | 1.8 | $27M | 2.7M | 9.95 | |
| Austerlitz Acquisition Corp Com Cl A | 1.6 | $25M | 2.5M | 9.78 | |
| Ihs Holding Ord Shs (IHS) | 1.5 | $22M | 2.0M | 11.08 | |
| Vmware Cl A Com | 1.1 | $16M | 142k | 113.87 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.9 | $13M | 1.1M | 11.68 | |
| Austerlitz Acquisition Corp Shs Cl A | 0.9 | $13M | 1.3M | 9.82 | |
| Black Knight | 0.2 | $2.9M | 50k | 57.99 | |
| Msd Acquisition Corp *w Exp 03/25/202 | 0.0 | $468k | 600k | 0.78 | |
| Austerlitz Acquisition Corp *w Exp 02/19/202 | 0.0 | $356k | 635k | 0.56 | |
| Austerlitz Acquisition Corp *w Exp 02/19/202 (AUSCF) | 0.0 | $183k | 333k | 0.55 |
