Nitor Capital Management LLC Top Holdings and 13F Report (2026) About Nitor Capital Management LLCInvestment ActivityNitor Capital Management LLC has $148.15 million in total holdings as of June 30, 2026.Nitor Capital Management LLC owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Nitor Capital Management LLC has purchased 24 new stocks and bought additional shares in 10 stocks.Nitor Capital Management LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Tejon Ranch $33,639,524St. Joe $32,974,444CF Industries $15,766,471Bel Fuse $8,459,216Enterprise Products Partners $8,219,683 Largest New Holdings this Quarter 754907103 - Rayonier $266,000 Holding17275R102 - Cisco Systems $204,615 Holding Largest Purchases this Quarter Tejon Ranch 117,341 shares (about $2.19M)Boston Omaha 51,600 shares (about $703.82K)CF Industries 3,795 shares (about $477.81K)Vistra 3,000 shares (about $475.89K)Berkshire Hathaway 900 shares (about $450.35K) Largest Sales this Quarter Suncor Energy 3,025 shares (about $162.38K)Marathon Petroleum 300 shares (about $76.70K)Williams Companies 1,030 shares (about $76.57K)St. Joe 1,104 shares (about $69.14K) 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 PortfolioSectorTRCTejon Ranch$33,639,524$2,194,277 â–²7.0%1,798,90522.7%Real EstateJOESt. Joe$32,974,444$69,144 â–¼-0.2%526,49622.3%Real EstateCFCF Industries$15,766,471$477,810 â–²3.1%125,22510.6%MaterialsBELFBBel Fuse$8,459,2160.0%25,4005.7%TechnologyEPDEnterprise Products Partners$8,219,683$36,760 â–²0.4%223,6045.5%EnergyVSTVistra$7,391,048$475,890 â–²6.9%46,5935.0%UtilitiesNRPNatural Resource Partners$6,325,661$97,388 â–²1.6%65,2134.3%EnergyBOCBoston Omaha$5,673,558$703,824 â–²14.2%415,9503.8%Communication ServicesEXPEagle Materials$4,496,625$252,000 â–²5.9%19,9853.0%MaterialsBRK.BBerkshire Hathaway$4,492,001$450,351 â–²11.1%8,9773.0%FinanceMAMastercard$4,211,5200.0%8,2002.8%FinanceOZKBank OZK$3,755,429$69,019 â–²1.9%72,0952.5%FinanceTPLTexas Pacific Land$3,388,6470.0%7,7432.3%EnergyBCBrunswick$2,139,612$101,088 â–²5.0%25,3991.4%Consumer DiscretionarySUSuncor Energy$2,117,408$162,382 â–¼-7.1%39,4451.4%EnergyBELFABel Fuse$2,038,6100.0%7,0001.4%TechnologyBRK.ABerkshire Hathaway$748,8500.0%10.5%FinanceWMBWilliams Companies$576,507$76,570 â–¼-11.7%7,7550.4%EnergyBCPCBalchem$405,4800.0%2,4000.3%MaterialsCENTRAL SECS CORP$327,3400.0%6,2410.2%COMMPCMarathon Petroleum$273,567$76,701 â–¼-21.9%1,0700.2%EnergyRYNRayonier$266,000$266,000 â–²New Holding12,5000.2%Real EstateSTEWSRH Total Return Fund$253,3020.0%14,1510.2%FinanceCSCOCisco Systems$204,615$204,615 â–²New Holding1,7420.1%TechnologyCORE NATURAL RESOURCES INC$0$417,872 â–¼-100.0%00.0%COM SHSRICKRCI Hospitality$0$235,057 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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. 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