Institutional Manager · CIK 0002019017
Nitor Capital Management LLC
ENGLEWOOD CLIFFS, NJ · File #028-26581
Latest AUM
$112.4M
Positions
24
Top-10 Concentration
87.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ST JOE CO | JOE | 535,431 | $31.8M | 28.27% |
| 2 | TEJON RANCH CO | TRC | 1,346,056 | $21.2M | 18.88% |
| 3 | CF INDS HLDGS INC | 125269100 | 106,956 | $8.3M | 7.36% |
| 4 | ENTERPRISE PRODS PARTNERS L | 293792107 | 222,604 | $7.1M | 6.35% |
| 5 | NATURAL RESOURCE PARTNERS L | 63900P608 | 64,209 | $6.7M | 5.96% |
| 6 | VISTRA CORP | VST | 39,138 | $6.3M | 5.62% |
| 7 | MASTERCARD INCORPORATED | MA | 8,200 | $4.7M | 4.16% |
| 8 | BOSTON OMAHA CORP | BOC | 370,350 | $4.6M | 4.07% |
| 9 | BEL FUSE INC | BELFB | 25,400 | $4.3M | 3.83% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,577 | $2.8M | 2.49% |
| 11 | SUNCOR ENERGY INC NEW | SU | 52,193 | $2.3M | 2.06% |
| 12 | TEXAS PACIFIC LAND CORPORATI | TPL | 7,428 | $2.1M | 1.90% |
| 13 | BRUNSWICK CORP | BC-PC | 27,925 | $2.1M | 1.84% |
| 14 | BANK OZK LITTLE ROCK ARK | OZKAP | 42,125 | $1.9M | 1.72% |
| 15 | EAGLE MATLS INC | 26969P108 | 7,430 | $1.5M | 1.37% |
| 16 | BEL FUSE INC | BELFB | 7,000 | $1.1M | 0.94% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.67% |
| 18 | WILLIAMS COS INC | 969457100 | 10,990 | $660,609 | 0.59% |
| 19 | CORE NATURAL RESOURCES INC | CNR | 6,500 | $575,315 | 0.51% |
| 20 | RCI HOSPITALITY HLDGS INC | RICK | 17,372 | $414,148 | 0.37% |