Nitorum Capital as of March 31, 2017
Portfolio Holdings for Nitorum Capital
Nitorum Capital holds 27 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fnf (FNF) | 9.2 | $35M | 906k | 38.94 | |
| Molson Coors Brewing Company (TAP) | 6.8 | $26M | 273k | 95.71 | |
| eBay (EBAY) | 6.3 | $24M | 716k | 33.57 | |
| Paypal Holdings (PYPL) | 6.0 | $23M | 535k | 43.02 | |
| Fidelity National Information Services (FIS) | 5.6 | $21M | 268k | 79.62 | |
| Aramark Hldgs (ARMK) | 5.5 | $21M | 572k | 36.87 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 5.2 | $20M | 895k | 22.10 | |
| Gartner (IT) | 4.8 | $19M | 171k | 107.99 | |
| Haemonetics Corporation (HAE) | 4.8 | $18M | 451k | 40.57 | |
| Klx Inc Com $0.01 | 4.7 | $18M | 403k | 44.70 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 3.7 | $14M | 1.1M | 13.25 | |
| Webster Financial Corporation (WBS) | 3.5 | $13M | 267k | 50.04 | |
| Jack in the Box (JACK) | 3.2 | $12M | 120k | 101.72 | |
| Cott Corp | 3.2 | $12M | 977k | 12.36 | |
| Copart (CPRT) | 2.9 | $11M | 180k | 61.93 | |
| Yahoo! | 2.8 | $11M | 230k | 46.41 | |
| Fiserv (FI) | 2.6 | $10M | 88k | 115.31 | |
| Valmont Industries (VMI) | 2.6 | $9.9M | 64k | 155.49 | |
| KAR Auction Services (KAR) | 2.6 | $9.9M | 226k | 43.67 | |
| Ceb | 2.4 | $9.0M | 115k | 78.60 | |
| Agilent Technologies Inc C ommon (A) | 2.3 | $8.9M | 168k | 52.87 | |
| Electronic Arts (EA) | 2.2 | $8.4M | 94k | 89.52 | |
| United Technologies Corporation | 2.1 | $8.0M | 71k | 112.21 | |
| Illinois Tool Works (ITW) | 1.8 | $6.9M | 52k | 132.47 | |
| Buffalo Wild Wings | 1.7 | $6.4M | 42k | 152.75 | |
| J Alexanders Holding | 0.9 | $3.4M | 341k | 10.05 | |
| VCA Antech | 0.7 | $2.5M | 28k | 91.49 |
