Nitor Capital Management LLC
An institutional investment manager in ENGLEWOOD CLIFFS, NJ. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 2019017.
- Reported value$148.1m
- Positions24
Holdings: 24 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Tejon Ranch CoTRC | COM | 879080109 | 33.6 | 22.7% | 1,798,905 | Added+117,341 | |
| ST Joe CoJOE | COM | 790148100 | 33.0 | 22.3% | 526,496 | Reduced−1,104 | |
| CF Industries HoldCF | COM | 125269100 | 15.8 | 10.6% | 125,225 | Added+3,795 | |
| BEL Fuse IncBELFA | CL B | 077347300 | 8.5 | 5.7% | 25,400 | Unchanged | |
| Enterprise Prods Partners LEPD | COM | 293792107 | 8.2 | 5.5% | 223,604 | Added+1,000 | |
| Vistra CorpVST | COM | 92840M102 | 7.4 | 5.0% | 46,593 | Added+3,000 | |
| Natural Resource Partners LPNRP | COM UNIT LTD PAR | 63900P608 | 6.3 | 4.3% | 65,213 | Added+1,004 | |
| Boston Omaha CorpBOC | CL A COM STK | 101044105 | 5.7 | 3.8% | 415,950 | Added+51,600 | |
| Eagle Matls IncEXP | COM | 26969P108 | 4.5 | 3.0% | 19,985 | Added+1,120 | |
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 4.5 | 3.0% | 8,977 | Added+900 | |
| Mastercard IncorporatedMA | CL A | 57636Q104 | 4.2 | 2.8% | 8,200 | Unchanged | |
| Bank Ozk Little Rock ArkOZK | COM | 06417N103 | 3.8 | 2.5% | 72,095 | Added+1,325 | |
| Texas Pacific Land CorporatiTPL | COM | 88262P102 | 3.4 | 2.3% | 7,743 | Unchanged | |
| Brunswick CorpBC | COM | 117043109 | 2.1 | 1.4% | 25,399 | Added+1,200 | |
| Suncor Energy Inc NewSU | COM | 867224107 | 2.1 | 1.4% | 39,445 | Reduced−3,025 | |
| BEL Fuse IncBELFA | CL A | 077347201 | 2.0 | 1.4% | 7,000 | Unchanged | |
| Berkshire Hathaway Inc DelBRK-B | CL A | 084670108 | 0.7 | 0.5% | 1 | Unchanged | |
| Williams Cos IncWMB | COM | 969457100 | 0.6 | 0.4% | 7,755 | Reduced−1,030 | |
| Balchem CorpBCPC | COM | 057665200 | 0.4 | 0.3% | 2,400 | Unchanged | |
| Central Secs CorpCET | COM | 155123102 | 0.3 | 0.2% | 6,241 | Unchanged | |
| Marathon Pete CorpMPC | COM | 56585A102 | 0.3 | 0.2% | 1,070 | Reduced−300 | |
| Rayonier IncRYN | COM | 754907103 | 0.3 | 0.2% | 12,500 | New+12,500 | |
| SRH Total Return Fund IncSTEW | COM | 101507101 | 0.3 | 0.2% | 14,151 | Unchanged | |
| Cisco Sys IncCSCO | COM | 17275R102 | 0.2 | 0.1% | 1,742 | New+1,742 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Core Natural Resources IncCNR | COM SHS | 218937100 | 0.0 | 0.0% | 0 | Sold out−3,990 | |
| RCI Hospitality Holdings IncRICK | COM | 74934Q108 | 0.0 | 0.0% | 0 | Sold out−10,305 |
Source: SEC EDGAR, Form 13F-HR, accession 0002019017-26-000012 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.