Nitor Capital Management LLC
24 holdingsFiling period: 2026-06-30Current AUM: $145.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | 1.80M | $33.6M | $29.8M | 20.50% | +117.3K | 2026-06-30 |
| 2 | JOE | ST Joe Co | 526.5K | $33.0M | $35.9M | 24.64% | -1,104 | 2026-06-30 |
| 3 | CF | CF Industries Hold | 125.2K | $15.8M | $17.5M | 12.00% | +3.8K | 2026-06-30 |
| 4 | BELFB | Bel Fuse Inc | 25.4K | $8.5M | $5.8M | 3.97% | -- | 2026-06-30 |
| 5 | EPD | Enterprise Prods Partners L | 223.6K | $8.2M | $8.5M | 5.85% | +1.0K | 2026-06-30 |
| 6 | VST | Vistra Corp | 46.6K | $7.4M | $6.6M | 4.57% | +3.0K | 2026-06-30 |
| 7 | NRP | Natural Resource Partners LP | 65.2K | $6.3M | $7.7M | 5.26% | +1.0K | 2026-06-30 |
| 8 | BOC | Boston Omaha Corp | 415.9K | $5.7M | $5.3M | 3.65% | +51.6K | 2026-06-30 |
| 9 | EXP | Eagle Matls Inc | 20.0K | $4.5M | $3.5M | 2.38% | +1.1K | 2026-06-30 |
| 10 | BRK-B | Berkshire Hathaway Inc Del | 9.0K | $4.5M | $4.5M | 3.09% | +900 | 2026-06-30 |
| 11 | MA | Mastercard Incorporated | 8.2K | $4.2M | $5.0M | 3.44% | -- | 2026-06-30 |
| 12 | OZK | Bank Ozk Little Rock Ark | 72.1K | $3.8M | $3.6M | 2.50% | +1.3K | 2026-06-30 |
| 13 | TPL | Texas Pacific Land Corporati | 7.7K | $3.4M | $2.6M | 1.77% | -- | 2026-06-30 |
| 14 | BC | Brunswick Corp | 25.4K | $2.1M | $1.7M | 1.20% | +1.2K | 2026-06-30 |
| 15 | SU | Suncor Energy Inc New | 39.4K | $2.1M | $3.1M | 2.10% | -3,025 | 2026-06-30 |
| 16 | BELFA | Bel Fuse Inc | 7.0K | $2.0M | $1.3M | 0.87% | -- | 2026-06-30 |
| 17 | BRK-A | Berkshire Hathaway Inc Del | 1 | $748K | $748K | 0.51% | -- | 2026-06-30 |
| 18 | WMB | Williams Cos Inc | 7.8K | $576K | $575K | 0.40% | -1,030 | 2026-06-30 |
| 19 | BCPC | Balchem Corp | 2.4K | $405K | $399K | 0.27% | -- | 2026-06-30 |
| 20 | CET | Central Secs Corp | 6.2K | $327K | $352K | 0.24% | -- | 2026-06-30 |
| 21 | MPC | Marathon Pete Corp | 1.1K | $273K | $471K | 0.32% | -300 | 2026-06-30 |
| 22 | RYN | Rayonier Inc | 12.5K | $266K | $234K | 0.16% | -- | 2026-06-30 |
| 23 | STEW | Srh Total Return Fund Inc | 14.2K | $253K | $255K | 0.18% | -- | 2026-06-30 |
| 24 | CSCO | Cisco Sys Inc | 1.7K | $204K | $192K | 0.13% | -- | 2026-06-30 |
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