Q2 2026 13F · SEC CIK 2019017

Nitor Capital Management LLC

Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $148.1M
Reported positions: 24
Holdings vs S&P 500, 3 yrs: —
Assets under management: $158.6M

Nitor Capital Management LLC is a hedge fund that reported 24 positions worth $148.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Tejon Ranch Co. (TRC, 22.7%), St Joe Company (JOE, 22.3%), Cf Industries Hold (CF, 10.6%).

Nitor Capital Management LLC holdings all 24 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nitor Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TRCTejon Ranch Co.	22.7%	16.3%	1,798,905	+7.0%	$33.6M
JOESt Joe Company	22.3%	25.5%	526,496	-0.2%	$33.0M
CFCf Industries Hold	10.6%	12.1%	125,225	+3.1%	$15.8M
BELFBBel Fuse Inc. - Class B Common Stock	5.7%	3.9%	25,400	+0.0%	$8.5M
EPDEnterprise Prods Partners L	5.5%	6.5%	223,604	+0.4%	$8.2M
VSTVistra Corp	5.0%	5.0%	46,593	+6.9%	$7.4M
NRPNatural Resource Partners LP	4.3%	6.1%	65,213	+1.6%	$6.3M
BOCBoston Omaha Corp	3.8%	3.3%	415,950	+14.2%	$5.7M
EXPEagle Matls Inc	3.0%	2.8%	19,985	+5.9%	$4.5M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.0%	8,977	+11.1%	$4.5M
MAMastercard Incorporated	2.8%	3.2%	8,200	+0.0%	$4.2M
OZKBank Ozk Little Rock Ark Com	2.5%	2.5%	72,095	+1.9%	$3.8M
TPLTexas Pacific Land Corporati	2.3%	2.8%	7,743	+0.0%	$3.4M
BCBrunswick Corp	1.4%	1.4%	25,399	+5.0%	$2.1M
SUSuncor Energy Inc New	1.4%	2.2%	39,445	-7.1%	$2.1M
BELFABel Fuse Inc. - Class A Common Stock	1.4%	1.0%	7,000	+0.0%	$2.0M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.6%	1	+0.0%	$749K
WMBWilliams Cos	0.4%	0.5%	7,755	-11.7%	$577K
BCPCBalchem Corp	0.3%	0.3%	2,400	+0.0%	$405K
CETCentral Secs Corp	0.2%	0.2%	6,241	+0.0%	$327K
MPCMarathon Petroleum	0.2%	0.3%	1,070	-21.9%	$274K
RYNRayonier Incorporated REIT	0.2%	New	12,500	—	$266K
BIFSrh Total Return Fund Inc	0.2%	0.2%	14,151	+0.0%	$253K
CSCOCisco Sys Inc	0.1%	New	1,742	—	$205K

What Nitor Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

RYN Rayonier Incorporated REIT0.2% of 13F
CSCO Cisco Sys Inc0.1% of 13F

Added to

BOC Boston Omaha Corp+14.2% shares
BRK-B Berkshire Hathaway Inc Del+11.1% shares
TRC Tejon Ranch Co.+7.0% shares
VST Vistra Corp+6.9% shares
EXP Eagle Matls Inc+5.9% shares

Reduced

Sold out

CNR Core Nat Res Incwas 0.3%
RICK Rci Hospitality Hldgs Incwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$148.1M	24
Q1 2026	$129.9M	24
Q4 2025	$112.4M	24

Questions about Nitor Capital Management LLC's portfolio

What stocks does Nitor Capital Management LLC own?

Nitor Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 24 positions worth $148.1M. The largest are Tejon Ranch Co. (TRC) at 22.7%, St Joe Company (JOE) at 22.3%, Cf Industries Hold (CF) at 10.6%, Bel Fuse Inc. - Class B Common Stock (BELFB) at 5.7% and Enterprise Prods Partners L (EPD) at 5.5%.

What did Nitor Capital Management LLC buy last quarter?

In Q2 2026, Nitor Capital Management LLC added a new position in Rayonier Incorporated REIT (RYN), a new position in Cisco Sys Inc (CSCO), Boston Omaha Corp (BOC) (+14.2% shares), Berkshire Hathaway Inc Del (BRK-B) (+11.1% shares) and Tejon Ranch Co. (TRC) (+7.0% shares), compared with its Q1 2026 filing.

What did Nitor Capital Management LLC sell last quarter?

In Q2 2026, Nitor Capital Management LLC sold all of Core Nat Res Inc (CNR), sold all of Rci Hospitality Hldgs Inc (RICK), Marathon Petroleum (MPC) (-21.9% shares), Williams Cos (WMB) (-11.7% shares) and Suncor Energy Inc New (SU) (-7.1% shares), compared with its Q1 2026 filing.

When is Nitor Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nitor Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Nitor Capital Management LLC manage?

Nitor Capital Management LLC reported $158.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $148.1M.