Institutional Fund
Nitor Capital Management LLC
Englewood Cliffs, NJCIK 20190172 filings on record
Portfolio Value
$129.88M
Q1 2026
Holdings
24
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+15.5%
from $112.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- St Joe Co25.5%
- Tejon Ranch Co16.3%
- Cf Inds Hldgs Inc12.1%
- Enterprise Prods Partners L6.5%
- Natural Resource Partners L6.1%
- Vistra Corp5.0%
- Other28.4%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | St Joe Co | 527.6K | $33.13M | 25.5% | −7.8K | Reduced |
| 2 | Tejon Ranch Co | 1.68M | $21.23M | 16.3% | +335.5K | Added |
| 3 | Cf Inds Hldgs Inc | 121.4K | $15.77M | 12.1% | +14.5K | Added |
| 4 | Enterprise Prods Partners L | 222.6K | $8.42M | 6.5% | 0 | Held |
| 5 | Natural Resource Partners L | 64.2K | $7.89M | 6.1% | 0 | Held |
| 6 | Vistra Corp | 43.6K | $6.55M | 5.0% | +4.5K | Added |
| 7 | Bel Fuse Inc | 25.4K | $5.03M | 3.9% | 0 | Held |
| 8 | Boston Omaha Corp | 364.4K | $4.26M | 3.3% | −6.0K | Reduced |
| 9 | Mastercard Incorporated | 8.2K | $4.10M | 3.2% | 0 | Held |
| 10 | Berkshire Hathaway Inc Del | 8.1K | $3.87M | 3.0% | +2.5K | Added |
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