Nitorum Capital as of March 31, 2023
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 26 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Churchill Downs (CHDN) | 8.8 | $83M | 322k | 257.05 | |
| Bio Rad Labs Cl A (BIO) | 7.8 | $74M | 154k | 479.02 | |
| Msc Indl Direct Cl A (MSM) | 6.9 | $66M | 781k | 84.00 | |
| Martin Marietta Materials (MLM) | 6.4 | $61M | 171k | 355.06 | |
| FTI Consulting (FCN) | 6.0 | $57M | 288k | 197.35 | |
| Cannae Holdings (CNNE) | 5.5 | $52M | 2.6M | 20.18 | |
| Copart (CPRT) | 5.4 | $51M | 677k | 75.21 | |
| Valmont Industries (VMI) | 5.2 | $49M | 155k | 319.28 | |
| Fiserv (FI) | 5.2 | $49M | 436k | 113.03 | |
| Primo Water (PRMW) | 4.7 | $45M | 2.9M | 15.35 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $41M | 113k | 363.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $33M | 106k | 308.77 | |
| Boyd Gaming Corporation (BYD) | 3.2 | $31M | 475k | 64.12 | |
| Verisk Analytics (VRSK) | 3.1 | $29M | 153k | 191.86 | |
| eBay (EBAY) | 3.1 | $29M | 655k | 44.37 | |
| PriceSmart (PSMT) | 2.9 | $27M | 380k | 71.48 | |
| Gentex Corporation (GNTX) | 2.7 | $25M | 899k | 28.03 | |
| Fidelity National Information Services (FIS) | 2.5 | $23M | 427k | 54.33 | |
| Evercore Class A (EVR) | 2.4 | $23M | 200k | 115.38 | |
| ICU Medical, Incorporated (ICUI) | 2.3 | $22M | 134k | 164.96 | |
| Dell Technologies CL C (DELL) | 2.1 | $19M | 482k | 40.21 | |
| Webster Financial Corporation (WBS) | 1.9 | $18M | 465k | 39.42 | |
| Sealed Air (SEE) | 1.8 | $17M | 361k | 45.91 | |
| Paypal Holdings (PYPL) | 1.7 | $16M | 212k | 75.94 | |
| Black Knight | 0.3 | $2.9M | 50k | 57.56 | |
| Ihs Holding Ord Shs (IHS) | 0.1 | $826k | 94k | 8.76 |
