# Nitor Capital Management LLC: Form 13F holdings

An institutional investment manager in ENGLEWOOD CLIFFS, NJ. SEC CIK 2019017.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $148.1m
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2019017/000201901726000012/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TEJON RANCH CO (TRC)](/companies/trc.md) | COM | $33.6m | 22.7% | 1,798,905 |  | Added +117,341 |
| [ST JOE CO (JOE)](/companies/joe.md) | COM | $33.0m | 22.3% | 526,496 |  | Reduced −1,104 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $15.8m | 10.6% | 125,225 |  | Added +3,795 |
| [BEL FUSE INC (BELFA)](/companies/belfa.md) | CL B | $8.5m | 5.7% | 25,400 |  | Unchanged |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $8.2m | 5.5% | 223,604 |  | Added +1,000 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $7.4m | 5.0% | 46,593 |  | Added +3,000 |
| [NATURAL RESOURCE PARTNERS LP (NRP)](/companies/nrp.md) | COM UNIT LTD PAR | $6.3m | 4.3% | 65,213 |  | Added +1,004 |
| [BOSTON OMAHA CORP (BOC)](/companies/boc.md) | CL A COM STK | $5.7m | 3.8% | 415,950 |  | Added +51,600 |
| [EAGLE MATLS INC (EXP)](/companies/exp.md) | COM | $4.5m | 3.0% | 19,985 |  | Added +1,120 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $4.5m | 3.0% | 8,977 |  | Added +900 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $4.2m | 2.8% | 8,200 |  | Unchanged |
| [BANK OZK LITTLE ROCK ARK (OZK)](/companies/ozk.md) | COM | $3.8m | 2.5% | 72,095 |  | Added +1,325 |
| [TEXAS PACIFIC LAND CORPORATI (TPL)](/companies/tpl.md) | COM | $3.4m | 2.3% | 7,743 |  | Unchanged |
| [BRUNSWICK CORP (BC)](/companies/bc.md) | COM | $2.1m | 1.4% | 25,399 |  | Added +1,200 |
| [SUNCOR ENERGY INC NEW (SU)](/companies/su.md) | COM | $2.1m | 1.4% | 39,445 |  | Reduced −3,025 |
| [BEL FUSE INC (BELFA)](/companies/belfa.md) | CL A | $2.0m | 1.4% | 7,000 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $748.9k | 0.5% | 1 |  | Unchanged |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $576.5k | 0.4% | 7,755 |  | Reduced −1,030 |
| [BALCHEM CORP (BCPC)](/companies/bcpc.md) | COM | $405.5k | 0.3% | 2,400 |  | Unchanged |
| [CENTRAL SECS CORP (CET)](/companies/cet.md) | COM | $327.3k | 0.2% | 6,241 |  | Unchanged |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $273.6k | 0.2% | 1,070 |  | Reduced −300 |
| [RAYONIER INC (RYN)](/companies/ryn.md) | COM | $266.0k | 0.2% | 12,500 |  | New +12,500 |
| [SRH TOTAL RETURN FUND INC (STEW)](/companies/stew.md) | COM | $253.3k | 0.2% | 14,151 |  | Unchanged |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $204.6k | 0.1% | 1,742 |  | New +1,742 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CORE NATURAL RESOURCES INC (CNR)](/companies/cnr.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −3,990 |
| [RCI HOSPITALITY HLDGS INC (RICK)](/companies/rick.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,305 |

Source: SEC EDGAR, Form 13F-HR, accession 0002019017-26-000012. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.