Nitor Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Nitor Capital Management LLC reported 24 stock positions worth $112.4 million. Its top holding was St Joe (JOE) at 28.3% of the portfolio, followed by Tejon Ranch (TRC, 18.9%) and CF Industries (CF, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- ENGLEWOOD CLIFFS, NJ
- CIK
- 0002019017
- Portfolio Value
- $112.4M (Q4 2025)
- SEC Filing
- 0002019017-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 24 stocks · $112.4M
| JOE The St Joe Co. | 28.27% | 535,431 | $31.8M | — |
| TRC Tejon Ranch Co. | 18.88% | 1,346,056 | $21.2M | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 7.36% | 106,956 | $8.3M | — |
| EPD Enterprise Products Partners | 6.35% | 222,604 | $7.1M | — |
| NRP Natural Resource Partners LP | 5.96% | 64,209 | $6.7M | — |
| VST Vistra Corp. | 5.62% | 39,138 | $6.3M | — |
| MA Mastercard Inc. Class A | 4.16% | 8,200 | $4.7M | — |
| BOC Boston Omaha Corp. Class A | 4.07% | 370,350 | $4.6M | — |
| BELFB Bel Fuse Inc. Class B | 3.83% | 25,400 | $4.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.49% | 5,577 | $2.8M | — |
| SU Suncor Energy Inc. | 2.06% | 52,193 | $2.3M | — |
| TPL Texas Pacific Land Corp. | 1.90% | 7,428 | $2.1M | — |
| BC Brunswick Corp. | 1.84% | 27,925 | $2.1M | — |
| OZK Bank Ozk | 1.72% | 42,125 | $1.9M | — |
| EXP Eagle Materials Inc. | 1.37% | 7,430 | $1.5M | — |
| BELFA Bel Fuse Inc. Class A | 0.94% | 7,000 | $1.1M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.67% | 1 | $755K | — |
| WMB Williams Cos Inc. | 0.59% | 10,990 | $661K | — |
| CNR Core Natural Resources Inc. | 0.51% | 6,500 | $575K | — |
| RICK Rci Hospitality Holdings Inc. | 0.37% | 17,372 | $414K | — |
| BCPC Balchem Corp. | 0.33% | 2,400 | $368K | — |
| CET Central Securities Corp. | 0.28% | 6,241 | $316K | — |
| STEW SRH Total Return Fund Inc. | 0.23% | 14,151 | $262K | — |
| MPC Marathon Petroleum Corp. | 0.20% | 1,370 | $223K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.