Nitor Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Nitor Capital Management LLC disclosed 24 US equity positions worth $148.1m in its Q2 2026 13F filing. The largest position was TRC at 22.7% of the reported book, followed by JOE and CF. Against the Q1 2026 filing, it opened 2 new positions, added to 9 and reduced 3 among the top 24 holdings.
What did Nitor Capital Management LLC own in Q2 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TRC TEJON RANCH CO | 22.7% | $33.6m | 1,798,905 | 7% | added | |
| 2 | JOE ST JOE CO | Real Estate | 22.3% | $33.0m | 526,496 | -0% | held |
| 3 | CF CF INDUSTRIES HOLD | Basic Materials | 10.6% | $15.8m | 125,225 | 3% | added |
| 4 | BELFB BEL FUSE INC | Technology | 5.7% | $8.5m | 25,400 | 0% | held |
| 5 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 5.5% | $8.2m | 223,604 | 0% | held |
| 6 | VST VISTRA CORP | Utilities | 5.0% | $7.4m | 46,593 | 7% | added |
| 7 | NRP NATURAL RESOURCE PARTNERS LP | 4.3% | $6.3m | 65,213 | 2% | added | |
| 8 | BOC BOSTON OMAHA CORP | 3.8% | $5.7m | 415,950 | 14% | added | |
| 9 | EXP EAGLE MATLS INC | Basic Materials | 3.0% | $4.5m | 19,985 | 6% | added |
| 10 | BRK/B BERKSHIRE HATHAWAY INC DEL | 3.0% | $4.5m | 8,977 | 11% | added | |
| 11 | MA MASTERCARD INCORPORATED | Financial Services | 2.8% | $4.2m | 8,200 | 0% | held |
| 12 | OZK BANK OZK LITTLE ROCK ARK | Financial Services | 2.5% | $3.8m | 72,095 | 2% | added |
| 13 | TPL TEXAS PACIFIC LAND CORPORATI | Energy | 2.3% | $3.4m | 7,743 | 0% | held |
| 14 | BC BRUNSWICK CORP | Consumer Cyclical | 1.4% | $2.1m | 25,399 | 5% | added |
| 15 | SU SUNCOR ENERGY INC NEW | Energy | 1.4% | $2.1m | 39,445 | -7% | reduced |
| 16 | BELFA BEL FUSE INC | 1.4% | $2.0m | 7,000 | 0% | held | |
| 17 | BRK/A BERKSHIRE HATHAWAY INC DEL | 0.5% | $748.9k | 1 | 0% | held | |
| 18 | WMB WILLIAMS COS INC | Energy | 0.4% | $576.5k | 7,755 | -12% | reduced |
| 19 | BCPC BALCHEM CORP | Basic Materials | 0.3% | $405.5k | 2,400 | 0% | held |
| 20 | CENTRAL SECS CORP | 0.2% | $327.3k | 6,241 | 0% | held | |
| 21 | MPC MARATHON PETE CORP | Energy | 0.2% | $273.6k | 1,070 | -22% | reduced |
| 22 | RYN RAYONIER INC | Real Estate | 0.2% | $266.0k | 12,500 | – | new |
| 23 | SRH TOTAL RETURN FUND INC | 0.2% | $253.3k | 14,151 | 0% | held | |
| 24 | CSCO CISCO SYS INC | Technology | 0.1% | $204.6k | 1,742 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.