Funds › Nitor Capital Management, LLC
Nitor Capital Management, LLC
13F for Q3 2026, filed Nov 4, 2026. 25 positions worth $149.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | JOE St. Joe Company | 529,996 | $34.9M | 23.4% | +0.7% | 13F ↗ |
| 2 | TRC Tejon Ranch Co | 1.95M | $31.6M | 21.2% | +8.3% | 13F ↗ |
| 3 | CF CF Industries Holdings, Inc. | 124,875 | $14.4M | 9.6% | -0.3% | 13F ↗ |
| 4 | EPD Enterprise Products Partners L.P. | 228,804 | $8.1M | 5.5% | +2.3% | 13F ↗ |
| 5 | NRP Natural Resource Partners LP Limited Partnership · Units | 65,283 | $7.1M | 4.8% | +0.1% | 13F ↗ |
| 6 | BELFB Bel Fuse Inc. Class B | 25,200 | $6.2M | 4.1% | -0.8% | 13F ↗ |
| 7 | VST Vistra Corp. | 42,696 | $5.9M | 4.0% | -8.4% | 13F ↗ |
| 8 | BOC Boston Omaha Corporation | 414,383 | $5.4M | 3.6% | -0.4% | 13F ↗ |
| 9 | OZK Bank OZK | 101,515 | $4.7M | 3.1% | +40.8% | 13F ↗ |
| 10 | MA Mastercard Incorporated | 8,200 | $4.5M | 3.0% | Unchanged | 13F ↗ |
| 11 | BRK-B Berkshire Hathaway Inc. Class B | 8,927 | $4.4M | 3.0% | -0.6% | 13F ↗ |
| 12 | BC Brunswick Corporation | 60,869 | $3.9M | 2.6% | +140% | 13F ↗ |
| 13 | EXP Eagle Materials Inc | 22,750 | $3.9M | 2.6% | +13.8% | 13F ↗ |
| 14 | CPRT Copart, Inc. | 125,942 | $3.4M | 2.3% | New | 13F ↗ |
| 15 | TPL Texas Pacific Land Corporation | 7,743 | $2.5M | 1.7% | Unchanged | 13F ↗ |
| 16 | SU Suncor Energy Inc. | 35,336 | $2.4M | 1.6% | -10.4% | 13F ↗ |
| 17 | RYN Rayonier Inc. REIT | 83,525 | $1.5M | 1.0% | +568% | 13F ↗ |
| 18 | BELFA Bel Fuse Inc. Class A | 7,000 | $1.4M | 0.9% | Unchanged | 13F ↗ |
| 19 | BRK-A Berkshire Hathaway Inc. Class A | 1 | $747.0K | 0.5% | Unchanged | 13F ↗ |
| 20 | WMB Williams Companies, Inc. | 7,355 | $499.9K | 0.3% | -5.2% | 13F ↗ |
| 21 | MPC Marathon Petroleum Corporation | 1,035 | $409.3K | 0.3% | -3.3% | 13F ↗ |
| 22 | BCPC Balchem Corporation | 2,400 | $395.9K | 0.3% | Unchanged | 13F ↗ |
| 23 | ICE Intercontinental Exchange Inc. | 2,290 | $348.1K | 0.2% | New | 13F ↗ |
| 24 | CET Central Securities Corporation | 6,241 | $346.4K | 0.2% | Unchanged | 13F ↗ |
| 25 | STEW SRH Total Return Fund, Inc. | 14,151 | $245.8K | 0.2% | Unchanged | 13F ↗ |
Changes since Q2 2026
2 new, 8 added to, 8 trimmed, 1 exited, 7 unchanged. By estimated dollars.
New positions (2)
Added to (8)
| TRC Tejon Ranch Co | 1.95M | +8.3% | $2.4M |
| BC Brunswick Corporation | 60,869 | +140% | $2.3M |
| OZK Bank OZK | 101,515 | +40.8% | $1.4M |
| RYN Rayonier Inc. REIT | 83,525 | +568% | $1.3M |
| EXP Eagle Materials Inc | 22,750 | +13.8% | $472.9K |
| JOE St. Joe Company | 529,996 | +0.7% | $230.2K |
| EPD Enterprise Products Partners L.P. | 228,804 | +2.3% | $185.2K |
| NRP Natural Resource Partners LP Limited Partnership · Units | 65,283 | +0.1% | $7,611 |
Trimmed (8)
| VST Vistra Corp. | 42,696 | -8.4% | -$539.1K |
| SU Suncor Energy Inc. | 35,336 | -10.4% | -$278.9K |
| BELFB Bel Fuse Inc. Class B | 25,200 | -0.8% | -$48.8K |
| CF CF Industries Holdings, Inc. | 124,875 | -0.3% | -$40.3K |
| WMB Williams Companies, Inc. | 7,355 | -5.2% | -$27.2K |
| BRK-B Berkshire Hathaway Inc. Class B | 8,927 | -0.6% | -$24.9K |
| BOC Boston Omaha Corporation | 414,383 | -0.4% | -$20.3K |
| MPC Marathon Petroleum Corporation | 1,035 | -3.3% | -$13.8K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CSCO Cisco Systems, Inc. | 1,742 | Exited | -$204.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer