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 100.0% .

 Value Shares↓ Weighting
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%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-17
  • View 13F-HR/A filed 2021-05-20
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PAYPAL HLDGS INC32Q3 20237.9%
EBAY INC.32Q3 20238.1%
WEBSTER FINL CORP CONN32Q3 20235.4%
FISERV INC32Q3 20235.6%
VALMONT INDS INC32Q3 20236.0%
FIDELITY NATL INFORMATION SV28Q3 20237.2%
GENTEX CORP26Q3 20237.8%
COPART INC26Q3 20235.4%
CANNAE HLDGS INC24Q3 20238.1%
MARTIN MARIETTA MATLS INC23Q3 20238.0%

View Nitorum Capital, L.P.'s complete holdings history.

Latest significant ownerships (13-D/G)
Nitorum Capital, L.P. Q1 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
MSD ACQUISITION CORP. / NEWFebruary 14, 20233,000,0005.2%
Primo Water Corp /CN/February 14, 20228,516,9375.3%
MSD ACQUISITION CORP. / NEWApril 09, 20213,000,0005.2%
Cannae Holdings, Inc.February 14, 20203,592,7564.6%
COTT CORP /CN/February 14, 202010,960,8588.1%

View Nitorum Capital, L.P.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-02-14
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View Nitorum Capital, L.P.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (2023781000.0 != 2023784000.0)
  • The reported has been amended

Export Nitorum Capital, L.P.'s holdings