- New Purchases: ELY, IT, BFT.U,
- Added Positions: EBAY, FISV, CPRT, SEE, VMI, PRMW, DELL, MLM, CLGX, FIS, ICUI, GNTX, LSXMA, ROK, FCN, MA, QSR, HAE, TAP, NCR, LSXMK,
- Reduced Positions: PYPL, EA,
- Sold Out: WOR,
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.- Primo Water Corp (PRMW) - 10,546,115 shares, 6.81% of the total portfolio. Shares added by 1.19%
- Churchill Downs Inc (CHDN) - 872,395 shares, 6.50% of the total portfolio.
- Cannae Holdings Inc (CNNE) - 3,724,345 shares, 6.31% of the total portfolio.
- eBay Inc (EBAY) - 2,624,990 shares, 6.22% of the total portfolio. Shares added by 79.28%
- PayPal Holdings Inc (PYPL) - 654,023 shares, 5.86% of the total portfolio. Shares reduced by 24.68%
Nitorum Capital, L.P. initiated holding in Callaway Golf Co. The purchase prices were between $16.37 and $21.55, with an estimated average price of $18.79. The stock is now traded at around $18.07. The impact to a portfolio due to this purchase was 1.79%. The holding were 2,059,300 shares as of .
New Purchase: Gartner Inc (IT)Nitorum Capital, L.P. initiated holding in Gartner Inc. The purchase prices were between $118.16 and $134.19, with an estimated average price of $127.1. The stock is now traded at around $154.02. The impact to a portfolio due to this purchase was 1.75%. The holding were 308,645 shares as of .
New Purchase: Foley Trasimene Acquisition Corp II (BFT.U)Nitorum Capital, L.P. initiated holding in Foley Trasimene Acquisition Corp II. The purchase prices were between $10 and $10.6, with an estimated average price of $10.23. The stock is now traded at around $11.14. The impact to a portfolio due to this purchase was 1.74%. The holding were 3,750,000 shares as of .
Added: eBay Inc (EBAY)Nitorum Capital, L.P. added to a holding in eBay Inc by 79.28%. The purchase prices were between $48.61 and $59.27, with an estimated average price of $55.04. The stock is now traded at around $48.53. The impact to a portfolio due to this purchase was 2.75%. The holding were 2,624,990 shares as of .
Added: Fiserv Inc (FISV)Nitorum Capital, L.P. added to a holding in Fiserv Inc by 42.65%. The purchase prices were between $93.06 and $104.07, with an estimated average price of $99.57. The stock is now traded at around $107.97. The impact to a portfolio due to this purchase was 0.72%. The holding were 515,969 shares as of .
Sold Out: Worthington Industries Inc (WOR)Nitorum Capital, L.P. sold out a holding in Worthington Industries Inc. The sale prices were between $33.32 and $44.1, with an estimated average price of $39.5.
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