Nitor Capital Management as of June 30, 2026
Portfolio Holdings for Nitor Capital Management
Nitor Capital Management holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tejon Ranch Company (TRC) | 22.7 | $34M | 1.8M | 18.70 | |
| St. Joe Company (JOE) | 22.3 | $33M | 527k | 62.63 | |
| CF Industries Holdings (CF) | 10.6 | $16M | 125k | 125.91 | |
| Bel Fuse CL B (BELFB) | 5.7 | $8.5M | 25k | 333.04 | |
| Enterprise Products Partners (EPD) | 5.5 | $8.2M | 224k | 36.76 | |
| Vistra Energy (VST) | 5.0 | $7.4M | 47k | 158.63 | |
| Natural Resource Partners Com Unit Ltd Par (NRP) | 4.3 | $6.3M | 65k | 97.00 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 3.8 | $5.7M | 416k | 13.64 | |
| Eagle Materials (EXP) | 3.0 | $4.5M | 20k | 225.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $4.5M | 9.0k | 500.39 | |
| Mastercard Incorporated Cl A (MA) | 2.8 | $4.2M | 8.2k | 513.60 | |
| Bank Ozk (OZK) | 2.5 | $3.8M | 72k | 52.09 | |
| Texas Pacific Land Corp (TPL) | 2.3 | $3.4M | 7.7k | 437.64 | |
| Brunswick Corporation (BC) | 1.4 | $2.1M | 25k | 84.24 | |
| Suncor Energy (SU) | 1.4 | $2.1M | 39k | 53.68 | |
| Bel Fuse Cl A (BELFA) | 1.4 | $2.0M | 7.0k | 291.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $749k | 1.00 | 748850.00 | |
| Williams Companies (WMB) | 0.4 | $577k | 7.8k | 74.34 | |
| Balchem Corporation (BCPC) | 0.3 | $406k | 2.4k | 168.95 | |
| Central Securities (CET) | 0.2 | $327k | 6.2k | 52.45 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $274k | 1.1k | 255.67 | |
| Rayonier (RYN) | 0.2 | $266k | 13k | 21.28 | |
| Boulder Growth & Income Fund (STEW) | 0.2 | $253k | 14k | 17.90 | |
| Cisco Systems (CSCO) | 0.1 | $205k | 1.7k | 117.46 |
