Nitor Capital Management LLC

CIK 0002019017 · ENGLEWOOD CLIFFS, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Nitor Capital Management LLC reported 24 positions worth $148.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: TRC (22.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$148.1M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.0%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TRCTEJON RANCH COSH$33.6M22.71%1,798,905
2JOEST JOE COSH$33.0M22.26%526,496
3CFCF INDUSTRIES HOLDSH$15.8M10.64%125,225
4BELFBBEL FUSE INCSH$8.5M5.71%25,400
5EPDENTERPRISE PRODS PARTNERS LSH$8.2M5.55%223,604
6VSTVISTRA CORPSH$7.4M4.99%46,593
7NRPNATURAL RESOURCE PARTNERS LPSH$6.3M4.27%65,213
8BOCBOSTON OMAHA CORPSH$5.7M3.83%415,950
9EXPEAGLE MATLS INCSH$4.5M3.04%19,985
10BRK-BBERKSHIRE HATHAWAY INC DELSH$4.5M3.03%8,977

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nitor Capital Management LLC hold as of Q2 2026?

Nitor Capital Management LLC reported 24 positions worth $148.1M in its Q2 2026 13F filing. Largest positions: TRC (22.7%), JOE (22.3%), CF (10.6%), BELFB (5.7%) and EPD (5.5%).

What did Nitor Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nitor Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.