Nitor Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.9M
Q ending 2026-03-31
Prior quarter
$112.4M
Q ending 2025-12-31
Change
+15.5% QoQ
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| St Joe Co | JOE | Shares | $33.1M | 528K |
| Tejon Ranch Co | TRC | Shares | $21.2M | 1.7M |
| Cf Industries Hold | CF | Shares | $15.8M | 121K |
| Enterprise Prods Partners L | EPD | Shares | $8.4M | 223K |
| Natural Resource Partners Lp | NRP | Shares | $7.9M | 64K |
| Vistra Corp | VST | Shares | $6.6M | 44K |
| Bel Fuse Inc | BELFB | Shares | $5.0M | 25K |
| Boston Omaha Corp | BOC | Shares | $4.3M | 364K |
| Mastercard Incorporated | MA | Shares | $4.1M | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.9M | 8K |
| Texas Pacific Land Corporati | TPL | Shares | $3.7M | 8K |
| Eagle Matls Inc | EXP | Shares | $3.6M | 19K |
| Bank Ozk Little Rock Ark | OZK | Shares | $3.2M | 71K |
| Suncor Energy Inc New | SU | Shares | $2.8M | 42K |
| Brunswick Corp | BC | Shares | $1.8M | 24K |
| Bel Fuse Inc | BELFA | Shares | $1.3M | 7K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Williams Cos Inc | WMB | Shares | $639K | 9K |
| Core Natural Resources Inc | CNR | Shares | $418K | 4K |
| Balchem Corp | BCPC | Shares | $407K | 2K |
| Marathon Pete Corp | MPC | Shares | $335K | 1K |
| Central Secs Corp | CET | Shares | $310K | 6K |
| Srh Total Return Fund Inc | STEW | Shares | $242K | 14K |
| Rci Hospitality Hldgs Inc | RICK | Shares | $235K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.