StockDriftsStockDriftsTop 24 Nitor Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | 25.51% | 527.6K | $33.1M | -1.46%(-7.83K) | $54.42(+16.80%) | 2026-03-31 | |
| TRC | TEJON RANCH CO | 16.34% | 1.68M | $21.2M | +24.93%(+335.51K) | $16.16(+17.94%) | 2026-03-31 | |
| CF | CF INDUSTRIES HOLD | 12.14% | 121.4K | $15.8M | +13.53%(+14.47K) | $85.91(+45.78%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 6.49% | 222.6K | $8.4M | +0.00%(+0) | $31.67(+23.89%) | 2026-03-31 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 6.08% | 64.2K | $7.9M | +0.00%(+0) | $104.70(+2.10%) | 2026-03-31 | |
| VST | VISTRA CORP | 5.05% | 43.6K | $6.6M | +11.38%(+4.46K) | $176.30(-20.77%) | 2026-03-31 | |
| BELFB | BEL FUSE INC | 3.87% | 25.4K | $5.0M | +0.00%(+0) | $155.33(+65.28%) | 2026-03-31 | |
| BOC | BOSTON OMAHA CORP | 3.28% | 364.4K | $4.3M | -1.62%(-6.00K) | $12.72(-13.08%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.15% | 8.2K | $4.1M | +0.00%(+0) | $569.85(-13.27%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.98% | 8.1K | $3.9M | +44.83%(+2.50K) | $492.98(-2.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +71.13% | +401.17% |
| Top 20 Holdings Unweighted | +65.02% | +349.39% |
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