Nitor Capital Management LLC Top Holdings and 13F Report (2026) About Nitor Capital Management LLCInvestment ActivityNitor Capital Management LLC has $149.22 million in total holdings as of September 30, 2026.Nitor Capital Management LLC owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.07% of the portfolio was purchased this quarter.About 0.80% of the portfolio was sold this quarter.This quarter, Nitor Capital Management LLC has purchased 24 new stocks and bought additional shares in 8 stocks.Nitor Capital Management LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings St. Joe $34,863,137Tejon Ranch $31,609,633CF Industries $14,385,600Enterprise Products Partners $8,147,710Natural Resource Partners $7,098,221 Largest New Holdings this Quarter 217204106 - Copart $3,435,698 Holding45866F104 - Intercontinental Exchange $348,149 Holding Largest Purchases this Quarter Copart 125,942 shares (about $3.44M)Tejon Ranch 149,901 shares (about $2.43M)Brunswick 35,470 shares (about $2.28M)Bank OZK 29,420 shares (about $1.35M)Rayonier 71,025 shares (about $1.30M) Largest Sales this Quarter Vistra 3,897 shares (about $539.15K)Suncor Energy 4,109 shares (about $278.88K)Bel Fuse 200 shares (about $48.82K)CF Industries 350 shares (about $40.32K)Williams Companies 400 shares (about $27.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNitor Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJOESt. Joe$34,863,137$230,230 ▲0.7%529,99623.4%Real EstateTRCTejon Ranch$31,609,633$2,431,394 ▲8.3%1,948,80621.2%Real EstateCFCF Industries$14,385,600$40,320 ▼-0.3%124,8759.6%MaterialsEPDEnterprise Products Partners$8,147,710$185,172 ▲2.3%228,8045.5%EnergyNRPNatural Resource Partners$7,098,221$7,611 ▲0.1%65,2834.8%EnergyBELFBBel Fuse$6,151,824$48,824 ▼-0.8%25,2004.1%TechnologyVSTVistra$5,906,992$539,150 ▼-8.4%42,6964.0%UtilitiesBOCBoston Omaha$5,357,972$20,261 ▼-0.4%414,3833.6%Communication ServicesOZKBank OZK$4,665,629$1,352,143 ▲40.8%101,5153.1%FinanceMAMastercard$4,522,0540.0%8,2003.0%FinanceBRK.BBerkshire Hathaway$4,445,200$24,898 ▼-0.6%8,9273.0%FinanceBCBrunswick$3,910,225$2,278,593 ▲139.7%60,8692.6%Consumer DiscretionaryEXPEagle Materials$3,890,705$472,870 ▲13.8%22,7502.6%MaterialsCPRTCopart$3,435,698$3,435,698 ▲New Holding125,9422.3%IndustrialsTPLTexas Pacific Land$2,522,9020.0%7,7431.7%EnergySUSuncor Energy$2,398,254$278,878 ▼-10.4%35,3361.6%EnergyRYNRayonier$1,533,519$1,304,019 ▲568.2%83,5251.0%Real EstateBELFABel Fuse$1,384,1100.0%7,0000.9%TechnologyBRK.ABerkshire Hathaway$747,0050.0%10.5%FinanceWMBWilliams Companies$499,919$27,188 ▼-5.2%7,3550.3%EnergyMPCMarathon Petroleum$409,260$13,840 ▼-3.3%1,0350.3%EnergyBCPCBalchem$395,9040.0%2,4000.3%MaterialsICEIntercontinental Exchange$348,149$348,149 ▲New Holding2,2900.2%FinanceCENTRAL SECS CORP$346,4380.0%6,2410.2%COMSTEWSRH Total Return Fund$245,8030.0%14,1510.2%FinanceCSCOCisco Systems$0$204,615 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
