Nitor Capital Management LLC
Nitor Capital Management LLC reported 24 US-listed holdings worth $148.1 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Tejon Ranch Co. (22.7%), St. Joe Co. (22.3%) and CF Industries Holdings, Inc. (10.6%). Against the quarter before, it opened 2 positions, added to 10, trimmed 4 and sold out of 2.
The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +15.5% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Rayonier Inc. RYN$266,000
- Cisco Systems, Inc. CSCO$204,615
Added to 10
- Tejon Ranch Co. TRC+117,341 shares · +7%
- Boston Omaha Corp. BOC+51,600 shares · +14%
- CF Industries Holdings, Inc. CF+3,795 shares · +3%
- Vistra Corp. VST+3,000 shares · +7%
- Berkshire Hathaway Inc. Class B BRKB+900 shares · +11%
- Eagle Materials Inc. EXP+1,120 shares · +6%
- Brunswick Corp. BC+1,200 shares · +5%
- Natural Resource Partners L NRP+1,004 shares · +2%
and 2 more in the table below
Trimmed 4
- Suncor Energy Inc. SU-3,025 shares · -7%
- Marathon Petroleum Corp. MPC-300 shares · -22%
- Williams Companies, Inc. WMB-1,030 shares · -12%
- St. Joe Co. JOE-1,104 shares · -0%
Sold out of 2
- Core Natural Resources, Inc. CNR$417,872 last quarter
- Rci Hospitality Hldgs Inc. RICK$235,057 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Tejon Ranch Co. TRC | 1.8M | $33.6 million | 22.71% | +117.3K |
| St. Joe Co. JOE | 526.5K | $33.0 million | 22.26% | -1.1K |
| CF Industries Holdings, Inc. CF | 125.2K | $15.8 million | 10.64% | +3.8K |
| Bel Fuse Inc. BELFB | 25.4K | $8.5 million | 5.71% | no change |
| Enterprise Products Partners L.P. EPD | 223.6K | $8.2 million | 5.55% | +1.0K |
| Vistra Corp. VST | 46.6K | $7.4 million | 4.99% | +3.0K |
| Natural Resource Partners L NRP | 65.2K | $6.3 million | 4.27% | +1.0K |
| Boston Omaha Corp. BOC | 415.9K | $5.7 million | 3.83% | +51.6K |
| Eagle Materials Inc. EXP | 20.0K | $4.5 million | 3.04% | +1.1K |
| Berkshire Hathaway Inc. Class B BRKB | 9.0K | $4.5 million | 3.03% | +900 |
| Mastercard Inc. MA | 8.2K | $4.2 million | 2.84% | no change |
| Bank Ozk Little Rock ARK OZK | 72.1K | $3.8 million | 2.53% | +1.3K |
| Texas Pacific Land Corp. TPL | 7.7K | $3.4 million | 2.29% | no change |
| Brunswick Corp. BC | 25.4K | $2.1 million | 1.44% | +1.2K |
| Suncor Energy Inc. SU | 39.4K | $2.1 million | 1.43% | -3.0K |
| Bel Fuse Inc. BELFA | 7.0K | $2.0 million | 1.38% | no change |
| Berkshire Hathaway Inc. Del | 1 | $748,850 | 0.51% | no change |
| Williams Companies, Inc. WMB | 7.8K | $576,507 | 0.39% | -1.0K |
| Balchem Corp. BCPC | 2.4K | $405,480 | 0.27% | no change |
| Central Secs Corp. CET | 6.2K | $327,340 | 0.22% | no change |
| Marathon Petroleum Corp. MPC | 1.1K | $273,567 | 0.18% | -300 |
| Rayonier Inc. RYN | 12.5K | $266,000 | 0.18% | new |
| SRH Total Return Fund Inc. STEW | 14.2K | $253,302 | 0.17% | no change |
| Cisco Systems, Inc. CSCO | 1.7K | $204,615 | 0.14% | new |