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The Analysis of Nitor Capital Management LLC's Holdings & P&L

Currently, Nitor Capital Management LLC holds 24 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in JOE (+527.6K shares, valued at $33.1M), TRC (+1.7M shares, valued at $21.2M), CF (+121.4K shares, valued at $15.8M); initiated new positions in JOE (+527.6K shares, valued at $33.1M), TRC (+1.7M shares, valued at $21.2M), CF (+121.4K shares, valued at $15.8M).

1M P&L

-2.8M-2.02%

3M P&L

-5.3M-3.83%

HY P&L

+10.0M+8.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Real Estate - Diversified33.1M

26.4%

2Conglomerates25.5M

20.3%

3Agricultural Inputs15.8M

12.6%

Top Industries by Stock Count

1Electronic Components2 stocks

9.1%

2N/A2 stocks

9.1%

3Conglomerates2 stocks

9.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JOE ST JOE CO527.6K sharesnew addition2026-03-312026-05-14

TRC TEJON RANCH CO1.7M sharesnew addition2026-03-312026-05-14

CF CF INDUSTRIES HOLD121.4K sharesnew addition2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L222.6K sharesnew addition2026-03-312026-05-14

NRP NATURAL RESOURCE PARTNERS LP64.2K sharesnew addition2026-03-312026-05-14

VST VISTRA CORP43.6K sharesnew addition2026-03-312026-05-14

BELFB BEL FUSE INC25.4K sharesnew addition2026-03-312026-05-14

BOC BOSTON OMAHA CORP364.4K sharesnew addition2026-03-312026-05-14

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MA MASTERCARD INCORPORATED8.2K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.1K sharesnew addition2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI7.7K sharesnew addition2026-03-312026-05-14

EXP EAGLE MATLS INC18.9K sharesnew addition2026-03-312026-05-14

OZK BANK OZK LITTLE ROCK ARK70.8K sharesnew addition2026-03-312026-05-14

SU SUNCOR ENERGY INC NEW42.5K sharesnew addition2026-03-312026-05-14

BC BRUNSWICK CORP24.2K sharesnew addition2026-03-312026-05-14

BELFA BEL FUSE INC7.0K sharesnew addition2026-03-312026-05-14

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BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-03-312026-05-14

WMB WILLIAMS COS INC8.8K sharesnew addition2026-03-312026-05-14

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC4.0K sharesnew addition2026-03-312026-05-14

BCPC BALCHEM CORP2.4K sharesnew addition2026-03-312026-05-14

MPC MARATHON PETE CORP1.4K sharesnew addition2026-03-312026-05-14

CET CENTRAL SECS CORP6.2K sharesnew addition2026-03-312026-05-14

STEW SRH TOTAL RETURN FUND INC14.2K sharesnew addition2026-03-312026-05-14

RICK RCI HOSPITALITY HLDGS INC10.3K sharesnew addition2026-03-312026-05-14

Sponsored

JOE

ST JOE CO

New

Shares527.6K

Event2026-03-31

Filed2026-05-14

TRC

TEJON RANCH CO

New

Shares1.7M

Event2026-03-31

Filed2026-05-14

CF INDUSTRIES HOLD

New

Shares121.4K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares222.6K

Event2026-03-31

Filed2026-05-14

NRP

NATURAL RESOURCE PARTNERS LP

New

Shares64.2K

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

New

Shares43.6K

Event2026-03-31

Filed2026-05-14

BELFB

BEL FUSE INC

New

Shares25.4K

Event2026-03-31

Filed2026-05-14

BOC

BOSTON OMAHA CORP

New

Shares364.4K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

New

Shares8.2K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

New

Shares8.1K

Event2026-03-31

Filed2026-05-14

TPL

TEXAS PACIFIC LAND CORPORATI

New

Shares7.7K

Event2026-03-31

Filed2026-05-14

EXP

EAGLE MATLS INC

New

Shares18.9K

Event2026-03-31

Filed2026-05-14

OZK

BANK OZK LITTLE ROCK ARK

New

Shares70.8K

Event2026-03-31

Filed2026-05-14

SUNCOR ENERGY INC NEW

New

Shares42.5K

Event2026-03-31

Filed2026-05-14

BRUNSWICK CORP

New

Shares24.2K

Event2026-03-31

Filed2026-05-14

BELFA

BEL FUSE INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-14

CORE NATURAL RESOURCES INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

BCPC

BALCHEM CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

CET

CENTRAL SECS CORP

New

Shares6.2K

Event2026-03-31

Filed2026-05-14

STEW

SRH TOTAL RETURN FUND INC

New

Shares14.2K

Event2026-03-31

Filed2026-05-14

RICK

RCI HOSPITALITY HLDGS INC

New

Shares10.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available