DOSSIER · 13F-HR · Q2 2026

Nitor Capital Management LLC

$148M in tracked AUM across 24 positions as of Q2 2026.

NC
CIK 0002019017 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
24
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nitor Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TRC
TEJON RANCH CO
$34M1.8M22.7%
02
JOE
ST JOE CO
$33M526K22.3%
03
CF
CF INDUSTRIES HOLD
$16M125K10.6%
04
BELFB
BEL FUSE INC
$8M25K5.7%
05
EPD
ENTERPRISE PRODS PARTNERS L
$8M224K5.5%
06
VST
VISTRA CORP
$7M47K5.0%
07
NRP
NATURAL RESOURCE PARTNERS LP
$6M65K4.3%
08
101044105
BOSTON OMAHA CORP
$6M416K3.8%
09
EXP
EAGLE MATLS INC
$4M20K3.0%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K3.0%

Filing history

2026Q2Jun 30
$148M 14.1%
24 positionsView →
2026Q1Mar 31
$130M 15.5%
24 positionsView →
2025Q4Dec 31
$112M
24 positionsView →