Investor
Nitor Capital Management LLC
CIK 0002019017 · filed 2026-05-14 · SEC filing
13F book
$129.9M
Positions
24
Largest name
25.5%
St Joe Co · JOE
Est. mark
$7.58M
Price effect on 24 names still held. Flow $9.84M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| St Joe Co | JOE | 527.6K | $33.1M | 25.5% | $1.81M | Cut$1.34M |
| Tejon Ranch Co | TRC | 1.68M | $21.2M | 16.3% | −$4.24M | Added$0 |
| Cf Inds Hldgs Inc | — | 121.4K | $15.8M | 12.1% | $5.62M | Added$7.49M |
| Enterprise Prods Partners L | — | 222.6K | $8.42M | 6.5% | $1.29M | Held |
| Natural Resource Partners L | NRP | 64.2K | $7.89M | 6.1% | $1.19M | Held |
| Vistra Corp. | VST | 43.6K | $6.55M | 5.0% | −$430.5K | Added$239.2K |
| Bel Fuse Inc | — | 25.4K | $5.03M | 3.9% | $720.1K | Held |
| Boston Omaha Corp | BOC | 364.4K | $4.26M | 3.3% | −$251.4K | Cut−$325.6K |
| Mastercard Inc | MA | 8.2K | $4.1M | 3.2% | −$584K | Held |
| Berkshire Hathaway Inc Del | — | 8.08K | $3.87M | 3.0% | −$130.8K | Added$1.07M |
| Texas Pacific Land Corporati | — | 7.74K | $3.67M | 2.8% | $1.39M | Added$1.54M |
| Eagle Matls Inc | — | 18.9K | $3.57M | 2.8% | −$128K | Added$2.04M |
| Bank Ozk Little Rock Ark | — | 70.8K | $3.25M | 2.5% | −$5.48K | Added$1.31M |
| Suncor Energy Inc New | — | 42.5K | $2.81M | 2.2% | $923.5K | Cut$492.2K |
| Brunswick Corp | — | 24.2K | $1.76M | 1.4% | −$35.8K | Cut−$312.4K |
| Bel Fuse Inc | — | 7K | $1.26M | 1.0% | $198.8K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.6% | −$36.7K | Held |
| Williams Cos Inc | — | 8.79K | $639.4K | 0.5% | $111.3K | Cut−$21.2K |
| Core Natural Resources, Inc. | CNR | 3.99K | $417.9K | 0.3% | $64.7K | Cut−$157.4K |
| Balchem Corp | BCPC | 2.4K | $406.8K | 0.3% | $38.7K | Held |
| Marathon Pete Corp | — | 1.37K | $334.5K | 0.3% | $111.7K | Held |
| Central Secs Corp | — | 6.24K | $309.9K | 0.2% | −$6.55K | Held |
| SRH Total Return Fund, Inc. | STEW | 14.2K | $242K | 0.2% | −$20.4K | Held |
| Rci Hospitality Hldgs Inc | — | 10.3K | $235.1K | 0.2% | −$10.6K | Cut−$179.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.