Back to Nitor Capital Management LLC
Q2 2026 13F filing
Updated 32 days ago24 disclosed positions worth $148.1M
Portfolio value
$148.1M
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-12
Full holdings
Every line item disclosed in 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% | — |
| 21 | M MPC MARATHON PETE CORP | $274K | 1.1K | 0.18% | — |
| 22 | R RYN RAYONIER INC | $266K | 12.5K | 0.18% | — |
| 23 | S STEW SRH TOTAL RETURN FUND INC | $253K | 14.2K | 0.17% | — |
| 24 | C CSCO CISCO SYS INC | $205K | 1.7K | 0.14% | — |