Nitor Capital Management LLC Long-Term Concentrated

Location: Englewood Cliffs, NJ

CIK: 0002019017 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $130M (100.0% shares, 0.0% debt)

Holdings (24)

JOE ST JOE CO 25.5%

Value $33.13M Shares 527,600 Est. Cost $56.01 Unrealized +18.6%

TRC TEJON RANCH CO 16.3%

Value $21.23M Shares 1,681,564 Est. Cost $16.06 Unrealized +2.6%

CF CF INDUSTRIES HOLD 12.1%

Value $15.77M Shares 121,430 Est. Cost $82.90 Unrealized +8.7%

EPD ENTERPRISE PRODS PARTNERS L 6.5%

Value $8.423M Shares 222,604 Est. Cost $32.06 Unrealized —

NRP NATURAL RESOURCE PARTNERS LP 6.1%

Value $7.891M Shares 64,209 Est. Cost $104.40 Unrealized —

VST VISTRA CORP 5.0%

Value $6.553M Shares 43,593 Est. Cost $180.01 Unrealized -9.3%

BELFB BEL FUSE INC 3.9%

Value $5.029M Shares 25,400 Est. Cost $156.18 Unrealized +34.7%

BOC BOSTON OMAHA CORP 3.3%

Value $4.256M Shares 364,350 Est. Cost $13.02 Unrealized -4.9%

MA MASTERCARD INCORPORATED 3.2%

Value $4.097M Shares 8,200 Est. Cost $558.95 Unrealized -3.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%

Value $3.87M Shares 8,077 Est. Cost $496.28 Unrealized -0.6%

TPL TEXAS PACIFIC LAND CORPORATI 2.8%

Value $3.675M Shares 7,743 Est. Cost $307.80 Unrealized +21.3%

EXP EAGLE MATLS INC 2.8%

Value $3.574M Shares 18,865 Est. Cost $223.30 Unrealized +0.8%

OZK BANK OZK LITTLE ROCK ARK 2.5%

Value $3.248M Shares 70,770 Est. Cost $47.10 Unrealized +2.6%

SU SUNCOR ENERGY INC NEW 2.2%

Value $2.807M Shares 42,470 Est. Cost $42.26 Unrealized +22.6%

BC BRUNSWICK CORP 1.4%

Value $1.761M Shares 24,199 Est. Cost $67.52 Unrealized +26.4%

BELFA BEL FUSE INC 1.0%

Value $1.261M Shares 7,000 Est. Cost $134.10 Unrealized +42.9%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%

Value $718K Shares 1 Est. Cost $746423.56 Unrealized -0.8%

WMB WILLIAMS COS INC 0.5%

Value $639K Shares 8,785 Est. Cost $60.06 Unrealized +10.5%

CNR CORE NATURAL RESOURCES INC 0.3%

Value $418K Shares 3,990 Est. Cost $85.17 Unrealized +9.0%

BCPC BALCHEM CORP 0.3%

Value $407K Shares 2,400 Est. Cost $151.78 Unrealized +11.5%

MPC MARATHON PETE CORP 0.3%

Value $335K Shares 1,370 Est. Cost $186.40 Unrealized -0.9%

— CENTRAL SECS CORP 0.2%

Value $310K Shares 6,241 Est. Cost $50.71 Unrealized —

— SRH TOTAL RETURN FUND INC 0.2%

Value $242K Shares 14,151 Est. Cost $18.54 Unrealized —

RICK RCI HOSPITALITY HLDGS INC 0.2%

Value $235K Shares 10,305 Est. Cost $25.60 Unrealized -5.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JOE	ST JOE CO	527,600	$33.13M	25.5%	$56.01	+18.6%	COM	790148100
TRC	TEJON RANCH CO	1,681,564	$21.23M	16.3%	$16.06	+2.6%	COM	879080109
CF	CF INDUSTRIES HOLD	121,430	$15.77M	12.1%	$82.90	+8.7%	COM	125269100
EPD	ENTERPRISE PRODS PARTNERS L	222,604	$8.423M	6.5%	$32.06	—	COM	293792107
NRP	NATURAL RESOURCE PARTNERS LP	64,209	$7.891M	6.1%	$104.40	—	COM UNIT LTD PAR	63900P608
VST	VISTRA CORP	43,593	$6.553M	5.0%	$180.01	-9.3%	COM	92840M102
BELFB	BEL FUSE INC	25,400	$5.029M	3.9%	$156.18	+34.7%	CL B	077347300
BOC	BOSTON OMAHA CORP	364,350	$4.256M	3.3%	$13.02	-4.9%	CL A COM STK	101044105
MA	MASTERCARD INCORPORATED	8,200	$4.097M	3.2%	$558.95	-3.6%	CL A	57636Q104
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,077	$3.87M	3.0%	$496.28	-0.6%	CL B NEW	084670702
TPL	TEXAS PACIFIC LAND CORPORATI	7,743	$3.675M	2.8%	$307.80	+21.3%	COM	88262P102
EXP	EAGLE MATLS INC	18,865	$3.574M	2.8%	$223.30	+0.8%	COM	26969P108
OZK	BANK OZK LITTLE ROCK ARK	70,770	$3.248M	2.5%	$47.10	+2.6%	COM	06417N103
SU	SUNCOR ENERGY INC NEW	42,470	$2.807M	2.2%	$42.26	+22.6%	COM	867224107
BC	BRUNSWICK CORP	24,199	$1.761M	1.4%	$67.52	+26.4%	COM	117043109
BELFA	BEL FUSE INC	7,000	$1.261M	1.0%	$134.10	+42.9%	CL A	077347201
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$718K	0.6%	$746423.56	-0.8%	CL A	084670108
WMB	WILLIAMS COS INC	8,785	$639K	0.5%	$60.06	+10.5%	COM	969457100
CNR	CORE NATURAL RESOURCES INC	3,990	$418K	0.3%	$85.17	+9.0%	COM SHS	218937100
BCPC	BALCHEM CORP	2,400	$407K	0.3%	$151.78	+11.5%	COM	057665200
MPC	MARATHON PETE CORP	1,370	$335K	0.3%	$186.40	-0.9%	COM	56585A102
—	CENTRAL SECS CORP	6,241	$310K	0.2%	$50.71	—	COM	155123102
—	SRH TOTAL RETURN FUND INC	14,151	$242K	0.2%	$18.54	—	COM	101507101
RICK	RCI HOSPITALITY HLDGS INC	10,305	$235K	0.2%	$25.60	-5.9%	COM	74934Q108