account_balance
Investment manager · 13F filer · SEC CIK 2019017
Nitor Capital Management, LLC
Reported value$149Mas of Sep 30, 2026
Positions25 2 new, 1 sold out
Top 10 weight82.2%JOE alone is 23%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JOESt Joe Co
23.4%
TRCTejon Ranch Co
21.2%Added +8%
CFCf Industries Hold
9.6%
EPDEnterprise Prods Partners L
5.5%Added +2%
NRPNatural Resource Partners LP
4.8%
BELFBBel Fuse Inc
4.1%
VSTVistra Corp
4.0%Trimmed −8%
BOCBoston Omaha Corp
3.6%
OZKBank Ozk Little Rock Ark
3.1%Added +41%
MAMastercard Incorporated
3.0%
BRKBBerkshire Hathaway Inc Del
3.0%
BCBrunswick Corp
2.6%Added +140%
JOESt Joe Co
23.4%
TRCTejon Ranch Co
21.2%Added +8%
CF9.6%EPD5.5%NRP4.8%BELFB4.1%VST4.0%BOC3.6%OZK3.1%MA3.0%BRKB3.0%BCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JOE St Joe Co 23.4% HeldTRC Tejon Ranch Co 21.2% Added +8%CF Cf Industries Hold 9.6% HeldEPD Enterprise Prods Partners L 5.5% Added +2%NRP Natural Resource Partners LP 4.8% HeldBELFB Bel Fuse Inc 4.1% HeldVST Vistra Corp 4.0% Trimmed −8%BOC Boston Omaha Corp 3.6% HeldOZK Bank Ozk Little Rock Ark 3.1% Added +41%MA Mastercard Incorporated 3.0% HeldBRKB Berkshire Hathaway Inc Del 3.0% HeldBC Brunswick Corp 2.6% Added +140%
What changed