Nitorum Capital as of Sept. 30, 2022
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.0 | $92M | 501k | 184.15 | |
| Bio Rad Labs Cl A (BIO) | 7.5 | $86M | 206k | 417.14 | |
| Msc Indl Direct Cl A (MSM) | 6.9 | $79M | 1.1M | 72.81 | |
| Cannae Holdings (CNNE) | 6.8 | $78M | 3.8M | 20.66 | |
| Primo Water (PRMW) | 5.5 | $63M | 5.0M | 12.55 | |
| Fiserv (FI) | 5.4 | $62M | 664k | 93.57 | |
| FTI Consulting (FCN) | 5.4 | $62M | 374k | 165.71 | |
| Valmont Industries (VMI) | 4.3 | $49M | 182k | 268.62 | |
| Martin Marietta Materials (MLM) | 4.2 | $48M | 149k | 322.09 | |
| Brooks Automation (AZTA) | 3.7 | $42M | 982k | 42.86 | |
| eBay (EBAY) | 3.5 | $40M | 1.1M | 36.81 | |
| ICU Medical, Incorporated (ICUI) | 3.3 | $38M | 253k | 150.60 | |
| Webster Financial Corporation (WBS) | 3.0 | $35M | 771k | 45.20 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.0 | $35M | 44k | 797.44 | |
| Copart (CPRT) | 2.6 | $30M | 285k | 106.40 | |
| Paypal Holdings (PYPL) | 2.6 | $30M | 346k | 86.07 | |
| Msd Acquisition Corp Class A Ord Shs | 2.6 | $30M | 3.0M | 9.91 | |
| Boyd Gaming Corporation (BYD) | 2.5 | $29M | 610k | 47.65 | |
| Sealed Air (SEE) | 2.3 | $26M | 594k | 44.51 | |
| Evercore Class A (EVR) | 2.2 | $26M | 314k | 82.25 | |
| PriceSmart (PSMT) | 2.2 | $26M | 443k | 57.59 | |
| Austerlitz Acquisition Corp Com Cl A | 2.2 | $25M | 2.5M | 9.81 | |
| Gentex Corporation (GNTX) | 2.1 | $24M | 1.0M | 23.84 | |
| Avantor (AVTR) | 2.1 | $24M | 1.2M | 19.60 | |
| Dell Technologies CL C (DELL) | 1.9 | $22M | 649k | 34.17 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $21M | 252k | 81.86 | |
| Austerlitz Acquisition Corp Shs Cl A | 1.1 | $13M | 1.3M | 9.81 | |
| Ihs Holding Ord Shs (IHS) | 1.0 | $11M | 2.0M | 5.58 | |
| Black Knight | 0.3 | $3.2M | 50k | 64.73 |
