Nitorum Capital, L.P. Q1 2021 holdings

$2.02 Billion is the total value of Nitorum Capital, L.P.'s 39 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 54.5% .

 Value Shares↓ Weighting
CHDN  CHURCHILL DOWNS INC$198,400
+16.8%
872,3950.0%9.80%
+49.0%
EBAY SellEBAY INC.$147,060
-29.3%
2,401,367
-42.0%
7.27%
-9.8%
PRMW SellPRIMO WATER CORPORATION$139,820
-15.4%
8,599,015
-18.5%
6.91%
+7.9%
CNNE SellCANNAE HLDGS INC$128,292
-22.2%
3,238,054
-13.1%
6.34%
-0.7%
FCN SellFTI CONSULTING INC$86,201
-12.9%
615,236
-30.5%
4.26%
+11.2%
SEE SellSEALED AIR CORP NEW$84,158
-23.5%
1,836,719
-23.5%
4.16%
-2.4%
FISV BuyFISERV INC$83,344
+25.3%
700,136
+19.8%
4.12%
+59.9%
WBS SellWEBSTER FINL CORP CONN$81,681
+23.1%
1,482,142
-5.9%
4.04%
+57.0%
FCNCA SellFIRST CTZNS BANCSHARES INC Ncl a$76,286
+45.0%
91,276
-0.4%
3.77%
+85.0%
PSFE NewPAYSAFE LIMITEDord$67,5005,000,000
+100.0%
3.34%
DNB BuyDUN & BRADSTREET HLDGS INC$65,638
-2.1%
2,756,755
+2.4%
3.24%
+24.9%
LSXMA  LIBERTY MEDIA CORP DEL$59,731
+2.1%
1,355,0540.0%2.95%
+30.2%
GRFS  GRIFOLS S Asp adr rep b nvt$59,249
-6.2%
3,426,7840.0%2.93%
+19.7%
FIS SellFIDELITY NATL INFORMATION SV$59,033
-24.8%
419,833
-24.4%
2.92%
-4.1%
GNTX SellGENTEX CORP$53,918
-31.6%
1,511,566
-35.0%
2.66%
-12.7%
ICUI SellICU MED INC$51,908
-42.0%
252,668
-39.4%
2.56%
-26.0%
DELL SellDELL TECHNOLOGIES INCcl c$49,283
-29.4%
559,078
-41.3%
2.44%
-9.9%
MA SellMASTERCARD INCORPORATEDcl a$46,261
-16.7%
129,928
-16.5%
2.29%
+6.3%
VMI SellVALMONT INDS INC$44,973
-16.1%
189,225
-38.2%
2.22%
+7.0%
MLM SellMARTIN MARIETTA MATLS INC$44,484
-57.3%
132,464
-63.9%
2.20%
-45.5%
NCR SellNCR CORP NEW$41,578
-37.6%
1,095,591
-38.2%
2.05%
-20.3%
QSR SellRESTAURANT BRANDS INTL INC$40,427
-14.4%
621,949
-19.6%
2.00%
+9.2%
WPF NewFOLEY TRASIMENE ACQUISTN COR$37,7543,760,344
+100.0%
1.87%
CERN NewCERNER CORP$37,636523,600
+100.0%
1.86%
PYPL SellPAYPAL HLDGS INC$37,405
-69.3%
154,030
-70.4%
1.85%
-60.9%
EA SellELECTRONIC ARTS INC$35,521
-34.5%
262,400
-30.5%
1.76%
-16.4%
MSM NewMSC INDL DIRECT INCcl a$32,883364,600
+100.0%
1.62%
MSDAU NewMSD ACQUISITION CORPunit 03/25/2026$30,4503,000,000
+100.0%
1.50%
ELY SellCALLAWAY GOLF CO$28,088
-43.2%
1,050,000
-49.0%
1.39%
-27.5%
ASZU NewAUSTERLITZ ACQUISITION CORPunit 99/99/9999$25,4932,541,700
+100.0%
1.26%
AUSU NewAUSTERLITZ ACQUISITION CORPunit 99/99/9999$13,3561,330,300
+100.0%
0.66%
PSFEWS NewPAYSAFE LIMITED*w exp 08/11/202$10,6092,450,000
+100.0%
0.52%
CIT NewCIT GROUP INC$9,028175,261
+100.0%
0.45%
LSXMK  LIBERTY MEDIA CORP DEL$6,336
+1.4%
143,6440.0%0.31%
+29.3%
BKI  BLACK KNIGHT INC$3,666
-16.2%
49,5430.0%0.18%
+7.1%
CRCT NewCRICUT INC$2,969150,000
+100.0%
0.15%
WPFWS NewFOLEY TRASIMENE ACQUISTN COR*w exp 05/26/202$2,0061,253,448
+100.0%
0.10%
TREB NewTREBIA ACQUISITION CORP$69369,604
+100.0%
0.03%
CLGX SellCORELOGIC INC$666
-99.3%
8,410
-99.3%
0.03%
-99.1%
WPFU ExitFOLEY TRASIMENE ACQUISTN CORunit 99/99/9999$0-3,760,344
-100.0%
-1.73%
HAE ExitHAEMONETICS CORP$0-402,100
-100.0%
-1.85%
CPRT ExitCOPART INC$0-398,133
-100.0%
-1.96%
IT ExitGARTNER INC$0-332,094
-100.0%
-2.06%
ROK ExitROCKWELL AUTOMATION INC$0-218,476
-100.0%
-2.12%
BFTU ExitFOLEY TRASIMENE ACQUISITIONunit 99/99/9999$0-3,750,000
-100.0%
-2.47%
Signed by
  • Tara L. McCarthy — Chief Compliance Officer
  • Tara L. McCarthy — Chief Compliance Officer

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