HoldingsChannel.com
Nitorum Capital L.P. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
CANNAE HLDGS INC 3,724,345 +600,616 $153,071
     CNNE3,724,345+600,616$153,071
PAYPAL HLDGS INC 868,314 +3,446 $151,286
     PYPL868,314+3,446$151,286
PRIMO WATER CORPORATION 10,421,855 +41,348 $143,301
     PRMW10,421,855+41,348$143,301
CHURCHILL DOWNS INC 872,395 +68,517 $116,159
     CHDN872,395+68,517$116,159
CORELOGIC INC 1,467,913 +57,860 $98,673
     CLGX1,467,913+57,860$98,673
DELL TECHNOLOGIES INC 1,616,757 +147,614 $88,825
     DELL1,616,757+147,614$88,825
FIDELITY NATL INFORMATION SV 651,962 +2,587 $87,422
     FIS651,962+2,587$87,422
LIBERTY MEDIA CORP DEL 2,237,756 +2,237,756 $77,247
     LSXMA2,237,756+2,237,756$77,247
EBAY INC. 1,464,165 +471,940 $76,795
     EBAY1,464,165+471,940$76,795
GENTEX CORP 2,960,254 +11,745 $76,286
     GNTX2,960,254+11,745$76,286
ICU MED INC 410,532 -49,506 $75,665
     ICUI410,532-49,506$75,665
SEALED AIR CORP NEW 2,302,929 -236,174 $75,651
     SEE2,302,929-236,174$75,651
MARTIN MARIETTA MATLS INC 361,834 +41,335 $74,744
     MLM361,834+41,335$74,744
ELECTRONIC ARTS INC 503,181 +1,996 $66,445
     EA503,181+1,996$66,445
FTI CONSULTING INC 546,203 +546,203 $62,568
     FCN546,203+546,203$62,568
GRIFOLS S A 3,411,884 +751,100 $62,233
     GRFS3,411,884+751,100$62,233
COPART INC 670,900 +152,921 $55,866
     CPRT670,900+152,921$55,866
RESTAURANT BRANDS INTL INC 965,013 +210,506 $52,719
     QSR965,013+210,506$52,719
ROCKWELL AUTOMATION INC 215,530 -21,218 $45,908
     ROK215,530-21,218$45,908
MASTERCARD INCORPORATED 153,433 +2,933 $45,370
     MA153,433+2,933$45,370
FOLEY TRASIMENE ACQUISTN COR      $40,123
     WPF.U3,760,344+3,760,344$40,123
WEBSTER FINL CORP CONN 1,258,481 +4,993 $36,005
     WBS1,258,481+4,993$36,005
HAEMONETICS CORP 395,635 +1,571 $35,433
     HAE395,635+1,571$35,433
FISERV INC 361,711 +1,435 $35,310
     FISV361,711+1,435$35,310
VALMONT INDS INC 280,194 +1,112 $31,836
     VMI280,194+1,112$31,836
NCR CORP NEW 1,739,121 +6,900 $30,122
     NCR1,739,121+6,900$30,122
MOLSON COORS BEVERAGE CO 875,443 +137,863 $30,080
     TAP875,443+137,863$30,080
WORTHINGTON INDS INC 240,000 +240,000 $8,952
     WOR240,000+240,000$8,952
LIBERTY MEDIA CORP DEL 141,335 +141,335 $4,869
     LSXMK141,335+141,335$4,869

See Full List: All Stocks Held By Nitorum Capital L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nitorum Capital L.P.

Size ($ in 1000's)
At 06/30/2020: $1,942,559
At 03/31/2020: $1,291,412

Nitorum Capital L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nitorum Capital L.P. 13F filings. Link to 13F filings: SEC filings

Nitorum Capital L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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