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Nitor Capital Management LLC
hedge fundUpdated 32 days agoManaged by Nitor Capital Management Llc • Latest filing Q2 2026
Portfolio value
$148.1M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $112.4M |
| Q1 2026 | $129.9M |
| Q2 2026 | $148.1M |
Top holdings
24 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TRC TEJON RANCH CO | $33.6M | 1.80M | 22.71% | — |
| 2 | J JOE ST JOE CO | $33M | 526.5K | 22.26% | — |
| 3 | C CF CF INDUSTRIES HOLD | $15.8M | 125.2K | 10.64% | — |
| 4 | B BELFB BEL FUSE INC | $8.5M | 25.4K | 5.71% | — |
| 5 | E EPDU ENTERPRISE PRODS PARTNERS L | $8.2M | 223.6K | 5.55% | — |
| 6 | V VST VISTRA CORP | $7.4M | 46.6K | 4.99% | — |
| 7 | N NRP NATURAL RESOURCE PARTNERS LP | $6.3M | 65.2K | 4.27% | — |
| 8 | B BOC BOSTON OMAHA CORP | $5.7M | 415.9K | 3.83% | — |
| 9 | E EXP EAGLE MATLS INC | $4.5M | 20.0K | 3.04% | — |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.5M | 9.0K | 3.03% | — |
| 11 | M MA MASTERCARD INCORPORATED | $4.2M | 8.2K | 2.84% | — |
| 12 | O OZKAP BANK OZK LITTLE ROCK ARK | $3.8M | 72.1K | 2.54% | — |
| 13 | T TPL TEXAS PACIFIC LAND CORPORATI | $3.4M | 7.7K | 2.29% | — |
| 14 | B BC-PC BRUNSWICK CORP | $2.1M | 25.4K | 1.44% | — |
| 15 | S SU SUNCOR ENERGY INC NEW | $2.1M | 39.4K | 1.43% | — |
| 16 | B BELFB BEL FUSE INC | $2M | 7.0K | 1.38% | — |
| 17 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $749K | 1 | 0.51% | — |
| 18 | F FBTC WILLIAMS COS INC | $577K | 7.8K | 0.39% | — |
| 19 | B BCPC BALCHEM CORP | $405K | 2.4K | 0.27% | — |
| 20 | C CET CENTRAL SECS CORP | $327K | 6.2K | 0.22% | — |