Nitor Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Nitor Capital Management LLC reported 24 stock positions worth $148.1 million. Its top holding was Tejon Ranch (TRC) at 22.7% of the portfolio, followed by St Joe (JOE, 22.3%) and CF Industries (CF, 10.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 10 and reduced 4. The biggest buy was Tejon Ranch (TRC, shares +7%) and the biggest sale St Joe (JOE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ENGLEWOOD CLIFFS, NJ
- CIK
- 0002019017
- Portfolio Value
- $148.1M (Q2 2026)
- SEC Filing
- 0002019017-26-000012 ↗ filed Aug 12, 2026
Holdings Value
Holdings 24 stocks · $148.1M
| TRC Tejon Ranch Co. | 22.71% | 1,798,905 | $33.6M | Add +7.0% |
| JOE The St Joe Co. | 22.26% | 526,496 | $33.0M | Reduce -0.2% |
| CF CF Industries Holdings Inc. | 10.64% | 125,225 | $15.8M | Add +3.1% |
| BELFB Bel Fuse Inc. Class B | 5.71% | 25,400 | $8.5M | No change |
| EPD Enterprise Products Partners | 5.55% | 223,604 | $8.2M | Add +0.5% |
| VST Vistra Corp. | 4.99% | 46,593 | $7.4M | Add +6.9% |
| NRP Natural Resource Partners LP | 4.27% | 65,213 | $6.3M | Add +1.6% |
| BOC Boston Omaha Corp. Class A | 3.83% | 415,950 | $5.7M | Add +14.2% |
| EXP Eagle Materials Inc. | 3.04% | 19,985 | $4.5M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.03% | 8,977 | $4.5M | Add +11.1% |
| MA Mastercard Inc. Class A | 2.84% | 8,200 | $4.2M | No change |
| OZK Bank Ozk | 2.54% | 72,095 | $3.8M | Add +1.9% |
| TPL Texas Pacific Land Corp. | 2.29% | 7,743 | $3.4M | No change |
| BC Brunswick Corp. | 1.44% | 25,399 | $2.1M | Add +5.0% |
| SU Suncor Energy Inc. | 1.43% | 39,445 | $2.1M | Reduce -7.1% |
| BELFA Bel Fuse Inc. Class A | 1.38% | 7,000 | $2.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 1 | $749K | No change |
| WMB Williams Cos Inc. | 0.39% | 7,755 | $577K | Reduce -11.7% |
| BCPC Balchem Corp. | 0.27% | 2,400 | $405K | No change |
| CET Central Securities Corp. | 0.22% | 6,241 | $327K | No change |
| MPC Marathon Petroleum Corp. | 0.18% | 1,070 | $274K | Reduce -21.9% |
| RYN Rayonier Inc. | 0.18% | 12,500 | $266K | New |
| STEW SRH Total Return Fund Inc. | 0.17% | 14,151 | $253K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 1,742 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| JOE The St Joe Co. | Reduce -0.2% | 22.26% | −3.25 |
| SU Suncor Energy Inc. | Reduce -7.1% | 1.43% | −0.73 |
| CNR Core Natural Resources Inc. | Sold out | 0.00% | −0.32 |
| RICK Rci Hospitality Holdings Inc. | Sold out | 0.00% | −0.18 |
| WMB Williams Cos Inc. | Reduce -11.7% | 0.39% | −0.10 |
| MPC Marathon Petroleum Corp. | Reduce -21.9% | 0.18% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| TRC Tejon Ranch Co. | Add +7.0% | 22.71% | +6.36 |
| BOC Boston Omaha Corp. Class A | Add +14.2% | 3.83% | +0.55 |
| EXP Eagle Materials Inc. | Add +5.9% | 3.04% | +0.28 |
| RYN Rayonier Inc. | New | 0.18% | +0.18 |
| CSCO Cisco Systems Inc. | New | 0.14% | +0.14 |
| BC Brunswick Corp. | Add +5.0% | 1.44% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.1% | 3.03% | +0.05 |
| OZK Bank Ozk | Add +1.9% | 2.54% | +0.03 |
| VST Vistra Corp. | Add +6.9% | 4.99% | −0.06 |
| EPD Enterprise Products Partners | Add +0.5% | 5.55% | −0.94 |
| CF CF Industries Holdings Inc. | Add +3.1% | 10.64% | −1.50 |
| NRP Natural Resource Partners LP | Add +1.6% | 4.27% | −1.81 |