- New Purchases: PSFE, WPF, CERN, MSM, MSDAU, ASZ.U, AUS.U, CIT, TREB,
- Added Positions: FISV, DNB,
- Reduced Positions: CLGX, EBAY, PYPL, MLM, ICUI, PRMW, FCN, DELL, GNTX, SEE, NCR, ELY, CNNE, VMI, FIS, EA, QSR, MA, WBS,
- Sold Out: BFT.U, ROK, IT, CPRT, HAE, WPF.U,
For the details of Nitorum Capital, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/nitorum+capital%2C+l.p./current-portfolio/portfolio
These are the top 5 holdings of Nitorum Capital, L.P.- Churchill Downs Inc (CHDN) - 872,395 shares, 9.80% of the total portfolio.
- eBay Inc (EBAY) - 2,401,367 shares, 7.27% of the total portfolio. Shares reduced by 41.99%
- Primo Water Corp (PRMW) - 8,599,015 shares, 6.91% of the total portfolio. Shares reduced by 18.46%
- Cannae Holdings Inc (CNNE) - 3,238,054 shares, 6.34% of the total portfolio. Shares reduced by 13.06%
- FTI Consulting Inc (FCN) - 615,236 shares, 4.26% of the total portfolio. Shares reduced by 30.51%
Nitorum Capital, L.P. initiated holding in Paysafe Ltd. The purchase prices were between $13.5 and $13.5, with an estimated average price of $13.5. The stock is now traded at around $12.070000. The impact to a portfolio due to this purchase was 3.34%. The holding were 5,000,000 shares as of 2021-03-31.
New Purchase: Foley Trasimene Acquisition Corp (WPF)Nitorum Capital, L.P. initiated holding in Foley Trasimene Acquisition Corp. The purchase prices were between $9.96 and $12.88, with an estimated average price of $10.83. The stock is now traded at around $10.450000. The impact to a portfolio due to this purchase was 1.87%. The holding were 3,760,344 shares as of 2021-03-31.
New Purchase: Cerner Corp (CERN)Nitorum Capital, L.P. initiated holding in Cerner Corp. The purchase prices were between $68.22 and $83.3, with an estimated average price of $75.13. The stock is now traded at around $78.460000. The impact to a portfolio due to this purchase was 1.86%. The holding were 523,600 shares as of 2021-03-31.
New Purchase: MSC Industrial Direct Co Inc (MSM)Nitorum Capital, L.P. initiated holding in MSC Industrial Direct Co Inc. The purchase prices were between $77.57 and $91.32, with an estimated average price of $85.19. The stock is now traded at around $93.700000. The impact to a portfolio due to this purchase was 1.62%. The holding were 364,600 shares as of 2021-03-31.
New Purchase: MSD Acquisition Corp (MSDAU)Nitorum Capital, L.P. initiated holding in MSD Acquisition Corp. The purchase prices were between $10 and $10.15, with an estimated average price of $10.05. The stock is now traded at around $10.090000. The impact to a portfolio due to this purchase was 1.5%. The holding were 3,000,000 shares as of 2021-03-31.
New Purchase: Austerlitz Acquisition Corp II (ASZ.U)Nitorum Capital, L.P. initiated holding in Austerlitz Acquisition Corp II. The purchase prices were between $9.96 and $10.27, with an estimated average price of $10.13. The stock is now traded at around $10.010000. The impact to a portfolio due to this purchase was 1.26%. The holding were 2,541,700 shares as of 2021-03-31.
Sold Out: Foley Trasimene Acquisition Corp II (BFT.U)Nitorum Capital, L.P. sold out a holding in Foley Trasimene Acquisition Corp II. The sale prices were between $15.15 and $21.5, with an estimated average price of $17.77.
Sold Out: Rockwell Automation Inc (ROK)Nitorum Capital, L.P. sold out a holding in Rockwell Automation Inc. The sale prices were between $241.05 and $273.55, with an estimated average price of $254.91.
Sold Out: Gartner Inc (IT)Nitorum Capital, L.P. sold out a holding in Gartner Inc. The sale prices were between $151.58 and $187.41, with an estimated average price of $174.01.
Sold Out: Copart Inc (CPRT)Nitorum Capital, L.P. sold out a holding in Copart Inc. The sale prices were between $103.99 and $122.18, with an estimated average price of $112.86.
Sold Out: Haemonetics Corp (HAE)Nitorum Capital, L.P. sold out a holding in Haemonetics Corp. The sale prices were between $111.01 and $139.48, with an estimated average price of $123.92.
Sold Out: Foley Trasimene Acquisition Corp (WPF.U)Nitorum Capital, L.P. sold out a holding in Foley Trasimene Acquisition Corp. The sale prices were between $10.26 and $13.78, with an estimated average price of $11.56.
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