Nitor Capital Management LLC

Est. AUM

$129.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ST JOE CO	COM	$33.1M	527600	25.51%	SOLE
2	TEJON RANCH CO	COM	$21.2M	1681564	16.34%	SOLE
3	CF INDUSTRIES HOLD	COM	$15.8M	121430	12.14%	SOLE
4	ENTERPRISE PRODS PARTNERS L	COM	$8.4M	222604	6.49%	SOLE
5	NATURAL RESOURCE PARTNERS LP	COM UNIT LTD PAR	$7.9M	64209	6.08%	SOLE
6	VISTRA CORP	COM	$6.6M	43593	5.05%	SOLE
7	BEL FUSE INC	CL B	$5.0M	25400	3.87%	SOLE
8	BOSTON OMAHA CORP	CL A COM STK	$4.3M	364350	3.28%	SOLE
9	MASTERCARD INCORPORATED	CL A	$4.1M	8200	3.15%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	8077	2.98%	SOLE
11	TEXAS PACIFIC LAND CORPORATI	COM	$3.7M	7743	2.83%	SOLE
12	EAGLE MATLS INC	COM	$3.6M	18865	2.75%	SOLE
13	BANK OZK LITTLE ROCK ARK	COM	$3.2M	70770	2.50%	SOLE
14	SUNCOR ENERGY INC NEW	COM	$2.8M	42470	2.16%	SOLE
15	BRUNSWICK CORP	COM	$1.8M	24199	1.36%	SOLE
16	BEL FUSE INC	CL A	$1.3M	7000	0.97%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.55%	SOLE
18	WILLIAMS COS INC	COM	$639K	8785	0.49%	SOLE
19	CORE NATURAL RESOURCES INC	COM SHS	$418K	3990	0.32%	SOLE
20	BALCHEM CORP	COM	$407K	2400	0.31%	SOLE
21	MARATHON PETE CORP	COM	$335K	1370	0.26%	SOLE
22	CENTRAL SECS CORP	COM	$310K	6241	0.24%	SOLE
23	SRH TOTAL RETURN FUND INC	COM	$242K	14151	0.19%	SOLE
24	RCI HOSPITALITY HLDGS INC	COM	$235K	10305	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.