105 is the total number of securities Nitorum Capital, L.P. has owned. The longest Nitorum Capital, L.P. has owned a single stock is 32 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PYPL | PAYPAL HLDGS INC | 32 | 32 | 1.34% | 4.56% | 7.88% | Q4 2015 | Q3 2023 | 32 |
| EBAY | EBAY INC. | 32 | 32 | 1.73% | 4.27% | 8.05% | Q4 2015 | Q3 2023 | 32 |
| WBS | WEBSTER FINL CORP CONN | 32 | 32 | 1.47% | 3.58% | 5.44% | Q4 2015 | Q3 2023 | 32 |
| FISV | FISERV INC | 32 | 32 | 1.82% | 3.09% | 5.56% | Q4 2015 | Q3 2023 | 32 |
| VMI | VALMONT INDS INC | 32 | 32 | 1.64% | 2.81% | 6.02% | Q4 2015 | Q3 2023 | 32 |
| FIS | FIDELITY NATL INFORMAT... | 25 | 3 | 1.49% | 4.62% | 7.17% | Q4 2015 | Q3 2023 | 28 |
| GNTX | GENTEX CORP | 26 | 26 | 2.11% | 4.09% | 7.85% | Q2 2017 | Q3 2023 | 26 |
| CPRT | COPART INC | 14 | 6 | 1.18% | 2.93% | 5.40% | Q4 2015 | Q3 2023 | 26 |
| CNNE | CANNAE HLDGS INC | 24 | 24 | 1.96% | 5.73% | 8.10% | Q4 2017 | Q3 2023 | 24 |
| MLM | MARTIN MARIETTA MATLS INC | 23 | 23 | 1.79% | 4.09% | 8.00% | Q1 2018 | Q3 2023 | 23 |
| BKI | BLACK KNIGHT INC | 23 | 23 | 0.17% | 0.22% | 0.30% | Q4 2017 | Q2 2023 | 23 |
| HAE | HAEMONETICS CORP | 21 | 21 | 1.55% | 3.69% | 7.53% | Q4 2015 | Q4 2020 | 21 |
| TAP | MOLSON COORS BREWING CO | 20 | 20 | 1.32% | 4.05% | 8.46% | Q4 2015 | Q3 2020 | 20 |
| EA | ELECTRONIC ARTS INC | 20 | 20 | 1.57% | 2.49% | 4.34% | Q4 2016 | Q3 2021 | 20 |
| SEE | SEALED AIR CORP NEW | 19 | 19 | 1.76% | 4.35% | 8.97% | Q3 2018 | Q1 2023 | 19 |
| DELL | DELL TECHNOLOGIES INC | 19 | 19 | 1.71% | 3.12% | 4.90% | Q4 2018 | Q2 2023 | 19 |
| CHDN | CHURCHILL DOWNS INC | 18 | 18 | 4.94% | 7.69% | 9.80% | Q2 2019 | Q3 2023 | 18 |
| ICUI | ICU MED INC | 18 | 18 | 1.87% | 3.34% | 7.19% | Q2 2019 | Q3 2023 | 18 |
| A | AGILENT TECHNOLOGIES INC | 17 | 17 | 1.61% | 2.44% | 3.29% | Q4 2015 | Q4 2019 | 17 |
| ITW | ILLINOIS TOOL WKS INC | 17 | 17 | 0.72% | 1.96% | 2.97% | Q4 2015 | Q4 2019 | 17 |
| PRMW | PRIMO WATER CORPORATION | 15 | 15 | 3.68% | 6.04% | 7.38% | Q1 2020 | Q3 2023 | 15 |
| ARMK | ARAMARK | 15 | 15 | 1.45% | 5.68% | 7.84% | Q2 2016 | Q4 2019 | 15 |
| UTX | UNITED TECHNOLOGIES CORP | 15 | 15 | 1.70% | 2.52% | 3.29% | Q4 2015 | Q2 2019 | 15 |
| FCN | FTI CONSULTING INC | 14 | 14 | 2.59% | 4.11% | 6.03% | Q2 2020 | Q3 2023 | 14 |
| KAR | KAR AUCTION SVCS INC | 13 | 13 | 0.45% | 3.25% | 5.61% | Q4 2015 | Q4 2018 | 13 |
| IT | GARTNER INC | 11 | 2 | 0.64% | 3.19% | 6.42% | Q1 2017 | Q4 2020 | 13 |
| NCR | NCR CORP NEW | 13 | 13 | 1.55% | 2.45% | 3.41% | Q4 2018 | Q4 2021 | 13 |
| COT | COTT CORP QUE | 12 | 12 | 3.16% | 8.44% | 11.62% | Q1 2017 | Q4 2019 | 12 |
| MA | MASTERCARD INCORPORATED | 8 | 4 | 1.93% | 2.96% | 4.83% | Q1 2020 | Q3 2023 | 12 |
| MSM | MSC INDL DIRECT INC | 11 | 11 | 1.62% | 4.95% | 7.36% | Q1 2021 | Q3 2023 | 11 |
| ROK | ROCKWELL AUTOMATION INC | 11 | 11 | 2.12% | 3.44% | 4.98% | Q2 2018 | Q4 2020 | 11 |
| KLXI | KLX INC | 10 | 10 | 4.11% | 5.60% | 8.62% | Q4 2015 | Q1 2018 | 10 |
| FNF | FIDELITY NATIONAL FINA... | 6 | 4 | 1.60% | 4.50% | 9.22% | Q4 2016 | Q4 2019 | 10 |
| EVR | EVERCORE INC | 10 | 10 | 1.78% | 2.29% | 2.85% | Q2 2021 | Q3 2023 | 10 |
| GLRE | GREENLIGHT CAPITAL RE LTD | 9 | 9 | 3.20% | 4.40% | 5.17% | Q4 2015 | Q4 2017 | 9 |
| FCNCA | FIRST CTZNS BANCSHARES... | 9 | 9 | 2.04% | 3.01% | 3.77% | Q4 2020 | Q4 2022 | 9 |
| AABA | ALTABA INC | 9 | 9 | 2.03% | 2.92% | 3.70% | Q2 2017 | Q2 2019 | 9 |
| GRFS | GRIFOLS S A | 9 | 9 | 0.89% | 2.56% | 4.15% | Q1 2020 | Q1 2022 | 9 |
| JAX | J ALEXANDERS HLDGS INC | 9 | 9 | 0.36% | 1.16% | 1.77% | Q4 2015 | Q4 2017 | 9 |
| FNFV | FIDELITY NATIONAL FINA... | 8 | 8 | 2.40% | 5.10% | 8.67% | Q4 2015 | Q3 2017 | 8 |
| BYD | BOYD GAMING CORP | 8 | 8 | 2.36% | 2.84% | 3.47% | Q4 2021 | Q3 2023 | 8 |
| ELY | CALLAWAY GOLF CO | 8 | 8 | 1.39% | 1.66% | 1.92% | Q3 2020 | Q2 2022 | 8 |
| BIO | BIO RAD LABS INC | 7 | 7 | 4.13% | 6.85% | 8.73% | Q1 2022 | Q3 2023 | 7 |
| WOOF | VCA INC | 7 | 7 | 0.51% | 5.04% | 8.11% | Q4 2015 | Q2 2017 | 7 |
| BRKS | BROOKS AUTOMATION INC NEW | 7 | 7 | 1.68% | 3.86% | 7.89% | Q2 2021 | Q4 2022 | 7 |
| JACK | JACK IN THE BOX INC | 7 | 7 | 1.94% | 2.81% | 3.18% | Q2 2016 | Q4 2017 | 7 |
| MSDA | MSD ACQUISITION CORP | 7 | 7 | 1.35% | 1.96% | 2.85% | Q2 2021 | Q4 2022 | 7 |
| IHS HOLDING LIMITED | 4 | 3 | 0.06% | 0.79% | 1.53% | Q4 2021 | Q3 2023 | 7 | |
| CLGX | CORELOGIC INC | 6 | 6 | 0.03% | 3.11% | 5.08% | Q4 2019 | Q1 2021 | 6 |
| CEB | CEB INC | 6 | 6 | 2.32% | 3.04% | 3.87% | Q4 2015 | Q1 2017 | 6 |
| SMPL | SIMPLY GOOD FOODS CO | 6 | 6 | 1.06% | 2.99% | 4.08% | Q3 2017 | Q4 2018 | 6 |
| YHOO | YAHOO INC | 6 | 6 | 2.32% | 2.87% | 3.27% | Q4 2015 | Q1 2017 | 6 |
| PSMT | PRICESMART INC | 6 | 6 | 2.20% | 2.62% | 3.04% | Q2 2022 | Q3 2023 | 6 |
| DNB | DUN & BRADSTREET HLDGS... | 6 | 6 | 2.20% | 2.61% | 3.24% | Q3 2020 | Q4 2021 | 6 |
| BWLD | BUFFALO WILD WINGS INC | 6 | 6 | 0.60% | 2.18% | 4.08% | Q3 2016 | Q4 2017 | 6 |
| ASZ | AUSTERLITZ ACQUISITION... | 6 | 6 | 1.13% | 1.52% | 2.17% | Q2 2021 | Q3 2022 | 6 |
| AUS | AUSTERLITZ ACQUISITION... | 6 | 6 | 0.60% | 0.80% | 1.14% | Q2 2021 | Q3 2022 | 6 |
| CERN | CERNER CORP | 5 | 5 | 1.86% | 5.88% | 8.34% | Q1 2021 | Q1 2022 | 5 |
| LSXMA | LIBERTY MEDIA CORP DEL | 5 | 5 | 1.86% | 2.88% | 3.98% | Q2 2020 | Q2 2021 | 5 |
| QSR | RESTAURANT BRANDS INTL... | 5 | 5 | 1.83% | 2.27% | 2.71% | Q1 2020 | Q1 2021 | 5 |
| LSXMK | LIBERTY MEDIA CORP DEL | 5 | 5 | 0.21% | 0.26% | 0.31% | Q2 2020 | Q2 2021 | 5 |
| MSDAW | MSD ACQUISITION CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
| ASZWS | AUSTERLITZ ACQUISITION... | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
| AUSWS | AUSTERLITZ ACQUISITION... | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
| BEAV | B/E AEROSPACE INC | 4 | 4 | 6.11% | 6.32% | 6.58% | Q4 2015 | Q3 2016 | 4 |
| DVMT | DELL TECHNOLOGIES INC | 4 | 4 | 2.66% | 4.55% | 7.24% | Q4 2017 | Q3 2018 | 4 |
| BRKB | BERKSHIRE HATHAWAY INC... | 3 | 3 | 3.47% | 3.78% | 4.14% | Q1 2023 | Q3 2023 | 3 |
| ALIT | ALIGHT INC | 3 | 3 | 1.76% | 3.18% | 3.96% | Q3 2021 | Q1 2022 | 3 |
| PSFE | PAYSAFE LIMITED | 3 | 3 | 1.84% | 2.75% | 3.34% | Q1 2021 | Q3 2021 | 3 |
| WPFU | FOLEY TRASIMENE ACQUIS... | 3 | 3 | 1.73% | 1.89% | 2.06% | Q2 2020 | Q4 2020 | 3 |
| VMW | VMWARE INC | 3 | 3 | 1.07% | 1.28% | 1.57% | Q4 2021 | Q2 2022 | 3 |
| PSFEWS | PAYSAFE LIMITED | 3 | 3 | 0.20% | 0.38% | 0.52% | Q1 2021 | Q3 2021 | 3 |
| MNKD | MANNKIND CORP | 2 | 2 | 1.99% | 3.36% | 4.73% | Q2 2023 | Q3 2023 | 2 |
| RB GLOBAL INC | 2 | 2 | 2.47% | 2.76% | 3.04% | Q2 2023 | Q3 2023 | 2 | |
| XRAY | DENTSPLY SIRONA INC | 2 | 2 | 2.46% | 2.57% | 2.67% | Q1 2016 | Q2 2016 | 2 |
| PTON | PELOTON INTERACTIVE INC | 2 | 2 | 2.31% | 2.47% | 2.63% | Q2 2021 | Q3 2021 | 2 |
| BFTU | FOLEY TRASIMENE ACQUIS... | 2 | 2 | 1.69% | 2.08% | 2.47% | Q3 2020 | Q4 2020 | 2 |
| LAUR | LAUREATE EDUCATION INC | 2 | 2 | 1.56% | 2.08% | 2.61% | Q2 2023 | Q3 2023 | 2 |
| WPF | FOLEY TRASIMENE ACQUIS... | 2 | 2 | 1.67% | 1.77% | 1.87% | Q1 2021 | Q2 2021 | 2 |
| MCFE | MCAFEE CORP | 2 | 2 | 1.45% | 1.76% | 2.07% | Q3 2021 | Q4 2021 | 2 |
| WP | WORLDPAY INC | 2 | 2 | 1.08% | 1.17% | 1.26% | Q1 2019 | Q2 2019 | 2 |
| CIT | CIT GROUP INC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q1 2021 | Q2 2021 | 2 |
| WPFWS | FOLEY TRASIMENE ACQUIS... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
| TREB | TREBIA ACQUISITION CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
| VRSK | VERISK ANALYTICS INC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q1 2023 | Q1 2023 | 1 |
| IAA | IAA INC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q4 2022 | Q4 2022 | 1 |
| CTXS | CITRIX SYS INC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2015 | Q4 2015 | 1 |
| UTHR | UNITED THERAPEUTICS CO... | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2023 | Q3 2023 | 1 |
| BEN | FRANKLIN RES INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2015 | Q4 2015 | 1 |
| SIRO | SIRONA DENTAL SYSTEMS INC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2015 | Q4 2015 | 1 |
| JAH | JARDEN CORP | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2015 | Q4 2015 | 1 |
| MJN | MEAD JOHNSON NUTRITION CO | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2016 | Q1 2016 | 1 |
| AVTR | AVANTOR INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2022 | Q3 2022 | 1 |
| CPAA | CONYERS PK ACQUISITION | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2017 | Q2 2017 | 1 |
| RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2022 | Q3 2022 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2016 | Q4 2016 | 1 |
| HSY | HERSHEY CO | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
| TMX | TERMINIX GLOBAL HOLDIN... | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
| MSDAU | MSD ACQUISITION CORP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2021 | Q1 2021 | 1 |
| TIF | TIFFANY & CO NEW | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2016 | Q2 2016 | 1 |
| ASZU | AUSTERLITZ ACQUISITION... | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2021 | Q1 2021 | 1 |
| AUSU | AUSTERLITZ ACQUISITION... | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
| WOR | WORTHINGTON INDS INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
| ALITWS | ALIGHT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
| CRCT | CRICUT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including PAYPAL HLDGS INC, EBAY INC., and WEBSTER FINL CORP CONN, are the highest-conviction holdings of Nitorum Capital, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by Nitorum Capital, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Nitorum Capital, L.P. owns currently or has owned in the past.