Nitor Capital Management LLC Long-Term Concentrated

Location: Englewood Cliffs, NJ

CIK: 0002019017 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $148M (100.0% shares, 0.0% debt)

Holdings (24)

New Positions (2)

RYN RAYONIER INC 0.2%

Value $266K Shares 12,500 Est. Cost $21.28 Unrealized —

CSCO CISCO SYS INC 0.1%

Value $205K Shares 1,742 Est. Cost $117.46 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RYN	RAYONIER INC	12,500	$266K	0.2%	$21.28	—	COM	754907103
CSCO	CISCO SYS INC	1,742	$205K	0.1%	$117.46	—	COM	17275R102

Increased Positions (9)

TRC TEJON RANCH CO 22.7%

Value $33.64M (+58.5%) Shares 1,798,905 (+7.0%) Est. Cost $16.23 Unrealized —

NRP NATURAL RESOURCE PARTNERS LP 4.3%

Value $6.326M (-19.8%) Shares 65,213 (+1.6%) Est. Cost $104.29 Unrealized —

BOC BOSTON OMAHA CORP 3.8%

Value $5.674M (+33.3%) Shares 415,950 (+14.2%) Est. Cost $13.10 Unrealized —

EXP EAGLE MATLS INC 3.0%

Value $4.497M (+25.8%) Shares 19,985 (+5.9%) Est. Cost $223.40 Unrealized —

VST VISTRA CORP 5.0%

Value $7.391M (+12.8%) Shares 46,593 (+6.9%) Est. Cost $178.63 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%

Value $4.492M (+16.1%) Shares 8,977 (+11.1%) Est. Cost $496.69 Unrealized —

OZK BANK OZK LITTLE ROCK ARK 2.5%

Value $3.755M (+15.6%) Shares 72,095 (+1.9%) Est. Cost $47.19 Unrealized —

BC BRUNSWICK CORP 1.4%

Value $2.14M (+21.5%) Shares 25,399 (+5.0%) Est. Cost $68.31 Unrealized —

CF CF INDUSTRIES HOLD 10.6%

Value $15.77M (0.0%) Shares 125,225 (+3.1%) Est. Cost $84.20 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TRC	TEJON RANCH CO	1,798,905 (+7.0%)	$33.64M (+58.5%)	22.7%	$16.23	—	COM	879080109
NRP	NATURAL RESOURCE PARTNERS LP	65,213 (+1.6%)	$6.326M (-19.8%)	4.3%	$104.29	—	COM UNIT LTD PAR	63900P608
BOC	BOSTON OMAHA CORP	415,950 (+14.2%)	$5.674M (+33.3%)	3.8%	$13.10	—	CL A COM STK	101044105
EXP	EAGLE MATLS INC	19,985 (+5.9%)	$4.497M (+25.8%)	3.0%	$223.40	—	COM	26969P108
VST	VISTRA CORP	46,593 (+6.9%)	$7.391M (+12.8%)	5.0%	$178.63	—	COM	92840M102
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,977 (+11.1%)	$4.492M (+16.1%)	3.0%	$496.69	—	CL B NEW	084670702
OZK	BANK OZK LITTLE ROCK ARK	72,095 (+1.9%)	$3.755M (+15.6%)	2.5%	$47.19	—	COM	06417N103
BC	BRUNSWICK CORP	25,399 (+5.0%)	$2.14M (+21.5%)	1.4%	$68.31	—	COM	117043109
CF	CF INDUSTRIES HOLD	125,225 (+3.1%)	$15.77M (0.0%)	10.6%	$84.20	—	COM	125269100

Exited Positions (2)

CNR CORE NATURAL RESOURCES INC 0.3%

Value $418K Shares 3,990 Est. Cost $85.17 Unrealized —

RICK RCI HOSPITALITY HLDGS INC 0.2%

Value $235K Shares 10,305 Est. Cost $25.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNR	CORE NATURAL RESOURCES INC	3,990	$418K	0.3%	$85.17	—	—	218937100
RICK	RCI HOSPITALITY HLDGS INC	10,305	$235K	0.2%	$25.60	—	—	74934Q108

Decreased Positions (3)

SU SUNCOR ENERGY INC NEW 1.4%

Value $2.117M (-24.6%) Shares 39,445 (-7.1%) Est. Cost $42.26 Unrealized —

WMB WILLIAMS COS INC 0.4%

Value $577K (-9.8%) Shares 7,755 (-11.7%) Est. Cost $60.06 Unrealized —

MPC MARATHON PETE CORP 0.2%

Value $274K (-18.2%) Shares 1,070 (-21.9%) Est. Cost $186.40 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SU	SUNCOR ENERGY INC NEW	39,445 (-7.1%)	$2.117M (-24.6%)	1.4%	$42.26	—	COM	867224107
WMB	WILLIAMS COS INC	7,755 (-11.7%)	$577K (-9.8%)	0.4%	$60.06	—	COM	969457100
MPC	MARATHON PETE CORP	1,070 (-21.9%)	$274K (-18.2%)	0.2%	$186.40	—	COM	56585A102

Unchanged Positions (10)

BELFB BEL FUSE INC 5.7%

Value $8.459M Shares 25,400 Est. Cost $156.18 Unrealized —

BELFA BEL FUSE INC 1.4%

Value $2.039M Shares 7,000 Est. Cost $134.10 Unrealized —

TPL TEXAS PACIFIC LAND CORPORATI 2.3%

Value $3.389M Shares 7,743 Est. Cost $307.80 Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 5.5%

Value $8.22M Shares 223,604 Est. Cost $32.06 Unrealized —

JOE ST JOE CO 22.3%

Value $32.97M Shares 526,496 Est. Cost $56.01 Unrealized —

MA MASTERCARD INCORPORATED 2.8%

Value $4.212M Shares 8,200 Est. Cost $558.95 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%

Value $749K Shares 1 Est. Cost $746423.56 Unrealized —

— CENTRAL SECS CORP 0.2%

Value $327K Shares 6,241 Est. Cost $50.71 Unrealized —

— SRH TOTAL RETURN FUND INC 0.2%

Value $253K Shares 14,151 Est. Cost $18.54 Unrealized —

BCPC BALCHEM CORP 0.3%

Value $405K Shares 2,400 Est. Cost $151.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BELFB	BEL FUSE INC	25,400	$8.459M	5.7%	$156.18	—	CL B	077347300
BELFA	BEL FUSE INC	7,000	$2.039M	1.4%	$134.10	—	CL A	077347201
TPL	TEXAS PACIFIC LAND CORPORATI	7,743	$3.389M	2.3%	$307.80	—	COM	88262P102
EPD	ENTERPRISE PRODS PARTNERS L	223,604	$8.22M	5.5%	$32.06	—	COM	293792107
JOE	ST JOE CO	526,496	$32.97M	22.3%	$56.01	—	COM	790148100
MA	MASTERCARD INCORPORATED	8,200	$4.212M	2.8%	$558.95	—	CL A	57636Q104
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$749K	0.5%	$746423.56	—	CL A	084670108
—	CENTRAL SECS CORP	6,241	$327K	0.2%	$50.71	—	COM	155123102
—	SRH TOTAL RETURN FUND INC	14,151	$253K	0.2%	$18.54	—	COM	101507101
BCPC	BALCHEM CORP	2,400	$405K	0.3%	$151.78	—	COM	057665200