Nitorum Capital, L.P. Buys Boyd Gaming Corp, Terminix Global Holdings Inc, IHS Holding, Sells Peloton Interactive Inc, Paysafe, Electronic Arts Inc

• New Purchases: BYD, TMX, IHS,
• Added Positions: MSM, MCFE, CERN, CNNE, ALIT, EVR,
• Reduced Positions: CHDN, AZTA, SEE, FCNCA, PYPL, FCN, DNB, MA, GNTX, EBAY, NCR, FISV, VMI, MLM, GRFS, DELL, FIS,
• Sold Out: PTON, PSFE, EA,

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

1. Churchill Downs Inc (CHDN) - 742,471 shares, 8.39% of the total portfolio. Shares reduced by 8.98%
2. Cerner Corp (CERN) - 1,913,755 shares, 8.34% of the total portfolio. Shares added by 4.64%
3. Primo Water Corp (PRMW) - 8,516,937 shares, 7.04% of the total portfolio. Shares reduced by 0.61%
4. Cannae Holdings Inc (CNNE) - 3,581,021 shares, 5.90% of the total portfolio. Shares added by 4.84%
5. eBay Inc (EBAY) - 1,746,535 shares, 5.45% of the total portfolio. Shares reduced by 1.01%

Nitorum Capital, L.P. initiated holding in Boyd Gaming Corp. The purchase prices were between $56.7 and $67.46, with an estimated average price of $63.4. The stock is now traded at around $71.170000. The impact to a portfolio due to this purchase was 3.09%. The holding were 1,005,545 shares as of 2021-12-31.

Nitorum Capital, L.P. initiated holding in Terminix Global Holdings Inc. The purchase prices were between $36.31 and $45.23, with an estimated average price of $40.78. The stock is now traded at around $42.730000. The impact to a portfolio due to this purchase was 1.55%. The holding were 730,500 shares as of 2021-12-31.

Nitorum Capital, L.P. initiated holding in IHS Holding Ltd. The purchase prices were between $12.8 and $17.43, with an estimated average price of $15.02. The stock is now traded at around $11.680000. The impact to a portfolio due to this purchase was 1.31%. The holding were 1,987,791 shares as of 2021-12-31.

Nitorum Capital, L.P. added to a holding in MSC Industrial Direct Co Inc by 23.26%. The purchase prices were between $77.9 and $86.01, with an estimated average price of $83.65. The stock is now traded at around $79.960000. The impact to a portfolio due to this purchase was 0.59%. The holding were 798,830 shares as of 2021-12-31.

Nitorum Capital, L.P. added to a holding in McAfee Corp by 24.51%. The purchase prices were between $20.6 and $25.85, with an estimated average price of $24.18. The stock is now traded at around $25.840000. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,714,768 shares as of 2021-12-31.

Nitorum Capital, L.P. sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.

Nitorum Capital, L.P. sold out a holding in Paysafe Ltd. The sale prices were between $3.38 and $8.27, with an estimated average price of $5.49.

Nitorum Capital, L.P. sold out a holding in Electronic Arts Inc. The sale prices were between $120.23 and $145.44, with an estimated average price of $134.21.