Nitor Capital Management LLC Concentrated Active

Location: ENGLEWOOD CLIFFS, NJ

CIK: 0002019017 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $129,876 (100.0% shares, 0.0% debt)

Holdings (24)

Increased Positions (7)

CF CF INDUSTRIES HOLD 12.1%

Value ($000) $15,766 (+90.6%) Shares 121,430 (+13.5%) Est. Cost $82.90 Unrealized +8.7%

EXP EAGLE MATLS INC 2.8%

Value ($000) $3,574 (+132.7%) Shares 18,865 (+153.9%) Est. Cost $223.30 Unrealized +0.8%

TPL TEXAS PACIFIC LAND CORPORATI 2.8%

Value ($000) $3,675 (+72.2%) Shares 7,743 (+4.2%) Est. Cost $307.80 Unrealized +21.3%

OZK BANK OZK LITTLE ROCK ARK 2.5%

Value ($000) $3,248 (+67.5%) Shares 70,770 (+68.0%) Est. Cost $47.10 Unrealized +2.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%

Value ($000) $3,870 (+38.1%) Shares 8,077 (+44.8%) Est. Cost $496.28 Unrealized -0.6%

VST VISTRA CORP 5.0%

Value ($000) $6,553 (+3.8%) Shares 43,593 (+11.4%) Est. Cost $180.01 Unrealized -9.3%

TRC TEJON RANCH CO 16.3%

Value ($000) $21,227 (0.0%) Shares 1,681,564 (+24.9%) Est. Cost $16.06 Unrealized +2.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CF	CF INDUSTRIES HOLD	121,430 (+13.5%)	$15,766 (+90.6%)	12.1%	$82.90	+8.7%	COM	125269100
EXP	EAGLE MATLS INC	18,865 (+153.9%)	$3,574 (+132.7%)	2.8%	$223.30	+0.8%	COM	26969P108
TPL	TEXAS PACIFIC LAND CORPORATI	7,743 (+4.2%)	$3,675 (+72.2%)	2.8%	$307.80	+21.3%	COM	88262P102
OZK	BANK OZK LITTLE ROCK ARK	70,770 (+68.0%)	$3,248 (+67.5%)	2.5%	$47.10	+2.6%	COM	06417N103
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,077 (+44.8%)	$3,870 (+38.1%)	3.0%	$496.28	-0.6%	CL B NEW	084670702
VST	VISTRA CORP	43,593 (+11.4%)	$6,553 (+3.8%)	5.0%	$180.01	-9.3%	COM	92840M102
TRC	TEJON RANCH CO	1,681,564 (+24.9%)	$21,227 (0.0%)	16.3%	$16.06	+2.6%	COM	879080109

Decreased Positions (7)

JOE ST JOE CO 25.5%

Value ($000) $33,133 (+4.2%) Shares 527,600 (-1.5%) Est. Cost $56.01 Unrealized +18.6%

SU SUNCOR ENERGY INC NEW 2.2%

Value ($000) $2,807 (+21.3%) Shares 42,470 (-18.6%) Est. Cost $42.26 Unrealized +22.6%

BOC BOSTON OMAHA CORP 3.3%

Value ($000) $4,256 (-7.1%) Shares 364,350 (-1.6%) Est. Cost $13.02 Unrealized -4.9%

BC BRUNSWICK CORP 1.4%

Value ($000) $1,761 (-15.1%) Shares 24,199 (-13.3%) Est. Cost $67.52 Unrealized +26.4%

RICK RCI HOSPITALITY HLDGS INC 0.2%

Value ($000) $235 (-43.2%) Shares 10,305 (-40.7%) Est. Cost $25.60 Unrealized -5.9%

CNR CORE NATURAL RESOURCES INC 0.3%

Value ($000) $418 (-27.4%) Shares 3,990 (-38.6%) Est. Cost $85.17 Unrealized +9.0%

WMB WILLIAMS COS INC 0.5%

Value ($000) $639 (-3.2%) Shares 8,785 (-20.1%) Est. Cost $60.06 Unrealized +10.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JOE	ST JOE CO	527,600 (-1.5%)	$33,133 (+4.2%)	25.5%	$56.01	+18.6%	COM	790148100
SU	SUNCOR ENERGY INC NEW	42,470 (-18.6%)	$2,807 (+21.3%)	2.2%	$42.26	+22.6%	COM	867224107
BOC	BOSTON OMAHA CORP	364,350 (-1.6%)	$4,256 (-7.1%)	3.3%	$13.02	-4.9%	CL A COM STK	101044105
BC	BRUNSWICK CORP	24,199 (-13.3%)	$1,761 (-15.1%)	1.4%	$67.52	+26.4%	COM	117043109
RICK	RCI HOSPITALITY HLDGS INC	10,305 (-40.7%)	$235 (-43.2%)	0.2%	$25.60	-5.9%	COM	74934Q108
CNR	CORE NATURAL RESOURCES INC	3,990 (-38.6%)	$418 (-27.4%)	0.3%	$85.17	+9.0%	COM SHS	218937100
WMB	WILLIAMS COS INC	8,785 (-20.1%)	$639 (-3.2%)	0.5%	$60.06	+10.5%	COM	969457100

Unchanged Positions (10)

EPD ENTERPRISE PRODS PARTNERS L 6.5%

Value ($000) $8,423 Shares 222,604 Est. Cost $32.06 Unrealized —

NRP NATURAL RESOURCE PARTNERS LP 6.1%

Value ($000) $7,891 Shares 64,209 Est. Cost $104.40 Unrealized —

BELFB BEL FUSE INC 3.9%

Value ($000) $5,029 Shares 25,400 Est. Cost $156.18 Unrealized +34.7%

MA MASTERCARD INCORPORATED 3.2%

Value ($000) $4,097 Shares 8,200 Est. Cost $558.95 Unrealized -3.6%

BELFA BEL FUSE INC 1.0%

Value ($000) $1,261 Shares 7,000 Est. Cost $134.10 Unrealized +42.9%

MPC MARATHON PETE CORP 0.3%

Value ($000) $335 Shares 1,370 Est. Cost $186.40 Unrealized -0.9%

BCPC BALCHEM CORP 0.3%

Value ($000) $407 Shares 2,400 Est. Cost $151.78 Unrealized +11.5%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%

Value ($000) $718 Shares 1 Est. Cost $746423.56 Unrealized -0.8%

— SRH TOTAL RETURN FUND INC 0.2%

Value ($000) $242 Shares 14,151 Est. Cost $18.54 Unrealized —

— CENTRAL SECS CORP 0.2%

Value ($000) $310 Shares 6,241 Est. Cost $50.71 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EPD	ENTERPRISE PRODS PARTNERS L	222,604	$8,423	6.5%	$32.06	—	COM	293792107
NRP	NATURAL RESOURCE PARTNERS LP	64,209	$7,891	6.1%	$104.40	—	COM UNIT LTD PAR	63900P608
BELFB	BEL FUSE INC	25,400	$5,029	3.9%	$156.18	+34.7%	CL B	077347300
MA	MASTERCARD INCORPORATED	8,200	$4,097	3.2%	$558.95	-3.6%	CL A	57636Q104
BELFA	BEL FUSE INC	7,000	$1,261	1.0%	$134.10	+42.9%	CL A	077347201
MPC	MARATHON PETE CORP	1,370	$335	0.3%	$186.40	-0.9%	COM	56585A102
BCPC	BALCHEM CORP	2,400	$407	0.3%	$151.78	+11.5%	COM	057665200
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$718	0.6%	$746423.56	-0.8%	CL A	084670108
—	SRH TOTAL RETURN FUND INC	14,151	$242	0.2%	$18.54	—	COM	101507101
—	CENTRAL SECS CORP	6,241	$310	0.2%	$50.71	—	COM	155123102