StockDriftsStockDriftsTop 24 Nitor Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRC | TEJON RANCH CO | 22.71% | 1.80M | $33.6M | +6.98%(+117.34K) | $16.34(+1.23%) | 2026-06-30 | |
| JOE | ST JOE CO | 22.26% | 526.5K | $33.0M | -0.21%(-1.10K) | $54.42(+22.81%) | 2026-06-30 | |
| CF | CF INDUSTRIES HOLD | 10.64% | 125.2K | $15.8M | +3.13%(+3.79K) | $87.03(+39.23%) | 2026-06-30 | |
| BELFB | BEL FUSE INC | 5.71% | 25.4K | $8.5M | +0.00%(+0) | $155.33(+87.94%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 5.55% | 223.6K | $8.2M | +0.45%(+1.00K) | $31.69(+20.14%) | 2026-06-30 | |
| VST | VISTRA CORP | 4.99% | 46.6K | $7.4M | +6.88%(+3.00K) | $174.80(-17.38%) | 2026-06-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 4.27% | 65.2K | $6.3M | +1.56%(+1.00K) | $104.78(+0.11%) | 2026-06-30 | |
| BOC | BOSTON OMAHA CORP | 3.83% | 415.9K | $5.7M | +14.16%(+51.60K) | $12.73(+12.39%) | 2026-06-30 | |
| EXP | EAGLE MATLS INC | 3.04% | 20.0K | $4.5M | +5.94%(+1.12K) | $206.46(+3.22%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.03% | 9.0K | $4.5M | +11.14%(+900) | $492.43(+6.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.31% |
Nitor Capital Management LLC reports $148.15M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are TRC (22.7%), JOE (22.3%) and CF (10.6%). The top 20 holdings account for 99.33% of reported assets. Its disclosed equity book has returned +15.63% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nitor Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019017). View Nitor Capital Management LLC’s 13F filings on SEC