Nitor Capital Management Llc Portfolio Stock Holdings
Nitor Capital Management Llc disclosed 24 stock positions valued at approximately $129.9 million in its latest SEC 13F filing. The largest holdings include ST JOE CO, TEJON RANCH CO, and CF INDUSTRIES HOLD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $129.9M
Holdings by Sector
Nitor Capital Management Llc Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ST JOE CO | JOE | Real Estate | 25.51% | 527,600 | -7,831 | -1.46% | $33,133,280 |
| TEJON RANCH CO | TRC | Industrials | 16.34% | 1,681,564 | +335,508 | +24.93% | $21,227,303 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 12.14% | 121,430 | +14,474 | +13.53% | $15,766,471 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 6.49% | 222,604 | - | - | $8,423,335 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 6.08% | 64,209 | - | - | $7,890,773 |
| VISTRA CORP | VST | Utilities | 5.05% | 43,593 | +4,455 | +11.38% | $6,553,335 |
| BEL FUSE INC | BELFB | Technology | 3.87% | 25,400 | - | - | $5,028,692 |
| BOSTON OMAHA CORP | BOC | Industrials | 3.28% | 364,350 | -6,000 | -1.62% | $4,255,608 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.15% | 8,200 | - | - | $4,097,212 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.98% | 8,077 | +2,500 | +44.83% | $3,870,498 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 2.83% | 7,743 | +315 | +4.24% | $3,674,518 |
| EAGLE MATLS INC | EXP | Basic Materials | 2.75% | 18,865 | +11,435 | +153.90% | $3,573,974 |
| BANK OZK LITTLE ROCK ARK | OZK | Financial Services | 2.50% | 70,770 | +28,645 | +68.00% | $3,247,635 |
| SUNCOR ENERGY INC NEW | SU | Energy | 2.16% | 42,470 | -9,723 | -18.63% | $2,807,436 |
| BRUNSWICK CORP | BC | Consumer Cyclical | 1.36% | 24,199 | -3,726 | -13.34% | $1,760,719 |
| BEL FUSE INC | BELFA | Technology | 0.97% | 7,000 | - | - | $1,261,400 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.55% | 1 | - | - | $718,140 |
| WILLIAMS COS INC | WMB | Energy | 0.49% | 8,785 | -2,205 | -20.06% | $639,372 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 0.32% | 3,990 | -2,510 | -38.62% | $417,872 |
| BALCHEM CORP | BCPC | Basic Materials | 0.31% | 2,400 | - | - | $406,752 |
| MARATHON PETE CORP | MPC | Energy | 0.26% | 1,370 | - | - | $334,526 |
| CENTRAL SECS CORP | CET | Financial Services | 0.24% | 6,241 | - | - | $309,928 |
| SRH TOTAL RETURN FUND INC | STEW | Financial Services | 0.19% | 14,151 | - | - | $241,982 |
| RCI HOSPITALITY HLDGS INC | RICK | Consumer Cyclical | 0.18% | 10,305 | -7,067 | -40.68% | $235,057 |