Holders — by stockHoldings — by fund
Nitor Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2019017
$148.1M
disclosed book value
24
positions
22.7%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TRCTEJON RANCH CO | 1.8M | $33.6M | 22.7% |
| 2 | JOEST JOE CO | 526,496 | $33.0M | 22.3% |
| 3 | CFCF INDUSTRIES HOLD | 125,225 | $15.8M | 10.6% |
| 4 | BELFBBEL FUSE INC | 25,400 | $8.5M | 5.7% |
| 5 | EPDENTERPRISE PRODS PARTNERS L | 223,604 | $8.2M | 5.5% |
| 6 | VSTVISTRA CORP | 46,593 | $7.4M | 5% |
| 7 | NRPNATURAL RESOURCE PARTNERS LP | 65,213 | $6.3M | 4.3% |
| 8 | BOCBOSTON OMAHA CORP | 415,950 | $5.7M | 3.8% |
| 9 | EXPEAGLE MATLS INC | 19,985 | $4.5M | 3% |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,977 | $4.5M | 3% |
| 11 | MAMASTERCARD INCORPORATED | 8,200 | $4.2M | 2.8% |
| 12 | OZKBANK OZK LITTLE ROCK ARK | 72,095 | $3.8M | 2.5% |
| 13 | TPLTEXAS PACIFIC LAND CORPORATI | 7,743 | $3.4M | 2.3% |
| 14 | BCBRUNSWICK CORP | 25,399 | $2.1M | 1.4% |
| 15 | SUSUNCOR ENERGY INC NEW | 39,445 | $2.1M | 1.4% |
| 16 | BELFABEL FUSE INC | 7,000 | $2.0M | 1.4% |
| 17 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.5% |
| 18 | WMBWILLIAMS COS INC | 7,755 | $576,507 | 0.4% |
| 19 | BCPCBALCHEM CORP | 2,400 | $405,480 | 0.3% |
| 20 | CETCENTRAL SECS CORP | 6,241 | $327,340 | 0.2% |
| 21 | MPCMARATHON PETE CORP | 1,070 | $273,567 | 0.2% |
| 22 | RYNRAYONIER INC | 12,500 | $266,000 | 0.2% |
| 23 | STEWSRH TOTAL RETURN FUND INC | 14,151 | $253,302 | 0.2% |
| 24 | CSCOCISCO SYS INC | 1,742 | $204,615 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.