Nitor Capital Management LLC reported 24 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Nitor Capital Management LLC reported 24 holdings worth US$148M as of Jun 30, 2026. Largest: Tejon Ranch Co, St. Joe Company (the) and Cf Industries Holdings, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tejon Ranch Co | 1.8M | US$33.6M | 22.7% |
| St. Joe Company (the) | 526K | US$33M | 22.3% |
| Cf Industries Holdings, Inc. | 125K | US$15.8M | 10.6% |
| Bel Fuse Inc. | 31,521 | US$10.5M | 7.1% |
| Enterprise Products Partners L.p. | 224K | US$8.22M | 5.5% |
| Vistra Corp. | 46,593 | US$7.39M | 5.0% |
| Natural Resource Partners Lp Limited Partnership | 65,213 | US$6.33M | 4.3% |
| Boston Omaha Corporation | 416K | US$5.67M | 3.8% |
| Berkshire Hathaway Inc. | 10,474 | US$5.24M | 3.5% |
| Eagle Materials Inc | 19,985 | US$4.5M | 3.0% |
| Mastercard Incorporated | 8,200 | US$4.21M | 2.8% |
| Bank Ozk | 72,095 | US$3.76M | 2.5% |
| Texas Pacific Land Corporation | 7,743 | US$3.39M | 2.3% |
| Brunswick Corporation | 25,399 | US$2.14M | 1.4% |
| Suncor Energy Inc. | 39,445 | US$2.12M | 1.4% |
| Williams Companies, Inc. (the) | 7,755 | US$577K | 0.39% |
| Balchem Corporation | 2,400 | US$405K | 0.27% |
| Marathon Petroleum Corporation | 1,070 | US$274K | 0.18% |
| Rayonier Inc. Reit | 12,500 | US$266K | 0.18% |
| Cisco Systems, Inc. | 1,742 | US$205K | 0.14% |
| Core Natural Resources, Inc. | 0 | US$0 | 0.00% |
| Rci Hospitality Holdings, Inc. | 0 | US$0 | 0.00% |