§ 13F · FUND PROFILE
Nitor Capital Management LLC.
AUM · $148M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$471K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TRC | TEJON RANCH CO | 1.80M | $34M | 22.7% | +7% |
| 2 | JOE | ST JOE CO | 526K | $33M | 22.3% | ±0% |
| 3 | CF | CF INDUSTRIES HOLD | 125K | $16M | 10.6% | +3% |
| 4 | BELFB | BEL FUSE INC | 25K | $8M | 5.7% | ±0% |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L | 224K | $8M | 5.5% | ±0% |
| 6 | VST | VISTRA CORP | 47K | $7M | 5.0% | +7% |
| 7 | NRP | NATURAL RESOURCE PARTNERS LP | 65K | $6M | 4.3% | +2% |
| 8 | BOC | BOSTON OMAHA CORP | 416K | $6M | 3.8% | +14% |
| 9 | EXP | EAGLE MATLS INC | 20K | $4M | 3.0% | +6% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 3.0% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NITOR SIGNAL
AC read
Nitor Capital Management LLC is a Other fund managing $148 million in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →