Holdings of Nitor Capital Management LLC
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 86.8 % of the equity sleeve
Sector breakdown
- Materials 12.4 %
- Financials 6.8 %
- Utilities 5.2 %
- Energy 0.8 %
- Unattributed 74.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 23 | 127.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | St Joe Co/The | 527,600 | 33.1M $ | |
| 2 | Tejon Ranch Co | 1,681,564 | 21.2M $ | |
| 3 | CF Industries Holdings Inc | 121,430 | 15.8M $ | |
| 4 | Enterprise Products Partners LP | 222,604 | 8.4M $ | |
| 5 | Natural Resource Partners L.P. | 64,209 | 7.9M $ | |
| 6 | Vistra Corp | 43,593 | 6.6M $ | |
| 7 | Bel Fuse Inc | 25,400 | 5M $ | |
| 8 | Boston Omaha Corp | 364,350 | 4.3M $ | |
| 9 | Mastercard Inc | 8,200 | 4.1M $ | |
| 10 | Berkshire Hathaway Inc | 8,077 | 3.9M $ | |
| 11 | Texas Pacific Land Corp | 7,743 | 3.7M $ | |
| 12 | Eagle Materials Inc | 18,865 | 3.6M $ | |
| 13 | Bank OZK | 70,770 | 3.2M $ | |
| 14 | Brunswick Corp/DE | 24,199 | 1.8M $ | |
| 15 | Bel Fuse Inc | 7,000 | 1.3M $ | |
| 16 | Berkshire Hathaway Inc | 1 | 718.1K $ | |
| 17 | Williams Cos Inc/The | 8,785 | 639.4K $ | |
| 18 | Core Natural Resources Inc | 3,990 | 417.9K $ | |
| 19 | Balchem Corp | 2,400 | 406.8K $ | |
| 20 | Marathon Petroleum Corp | 1,370 | 334.5K $ | |
| 21 | Central Securities C | 6,241 | 309.9K $ | |
| 22 | SRH Total Return Fund Inc | 14,151 | 242K $ | |
| 23 | RCI Hospitality Holdings Inc | 10,305 | 235.1K $ |