Nitorum Capital as of Dec. 31, 2022
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bio Rad Labs Cl A (BIO) | 8.7 | $93M | 220k | 420.49 | |
| Churchill Downs (CHDN) | 8.2 | $87M | 411k | 211.43 | |
| Msc Indl Direct Cl A (MSM) | 7.4 | $78M | 956k | 81.70 | |
| Cannae Holdings (CNNE) | 6.4 | $67M | 3.3M | 20.65 | |
| Fiserv (FI) | 5.5 | $58M | 572k | 101.07 | |
| Primo Water (PRMW) | 5.4 | $58M | 3.7M | 15.54 | |
| Valmont Industries (VMI) | 5.2 | $55M | 166k | 330.67 | |
| FTI Consulting (FCN) | 5.1 | $54M | 338k | 158.80 | |
| Martin Marietta Materials (MLM) | 4.7 | $50M | 149k | 337.97 | |
| eBay (EBAY) | 3.8 | $40M | 961k | 41.47 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $39M | 113k | 347.73 | |
| Copart (CPRT) | 3.6 | $38M | 622k | 60.89 | |
| Iaa | 3.0 | $32M | 790k | 40.00 | |
| Msd Acquisition Corp Class A Ord Shs | 2.9 | $30M | 3.0M | 10.09 | |
| Brooks Automation (AZTA) | 2.8 | $30M | 512k | 58.22 | |
| Boyd Gaming Corporation (BYD) | 2.7 | $29M | 533k | 54.53 | |
| Gentex Corporation (GNTX) | 2.6 | $28M | 1.0M | 27.27 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 2.6 | $27M | 36k | 758.36 | |
| PriceSmart (PSMT) | 2.5 | $27M | 443k | 60.78 | |
| ICU Medical, Incorporated (ICUI) | 2.5 | $27M | 171k | 157.48 | |
| Sealed Air (SEE) | 2.4 | $26M | 518k | 49.88 | |
| Webster Financial Corporation (WBS) | 2.4 | $25M | 538k | 47.34 | |
| Dell Technologies CL C (DELL) | 2.0 | $21M | 530k | 40.22 | |
| Paypal Holdings (PYPL) | 1.9 | $20M | 282k | 71.22 | |
| Evercore Class A (EVR) | 1.8 | $19M | 174k | 109.08 | |
| Black Knight | 0.3 | $3.1M | 50k | 61.75 |
