Filed: 5/14/2026ACC: 0002019017-26-000008
📋 What this filing means
NITOR CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $129.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$129.88M
Total AUM (reported)
3.29M
Total Shares
Allocation by class
COM$102.34M78.8%
COM UNIT LTD PAR$7.89M6.1%
CL A$6.08M4.7%
CL B$5.03M3.9%
CL A COM STK$4.26M3.3%
CL B NEW$3.87M3.0%
COM SHS$417.9K0.3%
Portfolio Concentration
Top 3$70.13M54.0%
4–10$40.12M30.9%
11–25$19.63M15.1%
Top 3 weight
54.0%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 3.29M
Sole
Full voting authority
3.21M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
71.47K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings24
Rows:
ST JOE CO
SOLEShares527.60K
TypeSH
Market value$33.13M
25.51%
Sole
505.50K
Shared
0.00
None
22.10K
TEJON RANCH CO
SOLEShares1.68M
TypeSH
Market value$21.23M
16.34%
Sole
1.66M
Shared
0.00
None
21.40K
CF INDUSTRIES HOLD
SOLEShares121.43K
TypeSH
Market value$15.77M
12.14%
Sole
118.08K
Shared
0.00
None
3.35K
ENTERPRISE PRODS PARTNERS L
SOLEShares222.60K
TypeSH
Market value$8.42M
6.49%
Sole
217.30K
Shared
0.00
None
5.31K
NATURAL RESOURCE PARTNERS LP
SOLEShares64.21K
TypeSH
Market value$7.89M
6.08%
Sole
62.50K
Shared
0.00
None
1.71K
VISTRA CORP
SOLEShares43.59K
TypeSH
Market value$6.55M
5.05%
Sole
41.69K
Shared
0.00
None
1.91K
BEL FUSE INC
SOLEShares25.40K
TypeSH
Market value$5.03M
3.87%
Sole
25.40K
Shared
0.00
None
0.00
BOSTON OMAHA CORP
SOLEShares364.35K
TypeSH
Market value$4.26M
3.28%
Sole
352.46K
Shared
0.00
None
11.89K
MASTERCARD INCORPORATED
SOLEShares8.20K
TypeSH
Market value$4.10M
3.15%
Sole
8.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.08K
TypeSH
Market value$3.87M
2.98%
Sole
7.68K
Shared
0.00
None
399.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares7.74K
TypeSH
Market value$3.67M
2.83%
Sole
7.44K
Shared
0.00
None
304.00
EAGLE MATLS INC
SOLEShares18.86K
TypeSH
Market value$3.57M
2.75%
Sole
18.47K
Shared
0.00
None
391.00
BANK OZK LITTLE ROCK ARK
SOLEShares70.77K
TypeSH
Market value$3.25M
2.50%
Sole
70.77K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares42.47K
TypeSH
Market value$2.81M
2.16%
Sole
40.96K
Shared
0.00
None
1.51K
BRUNSWICK CORP
SOLEShares24.20K
TypeSH
Market value$1.76M
1.36%
Sole
23.11K
Shared
0.00
None
1.09K
BEL FUSE INC
SOLEShares7K
TypeSH
Market value$1.26M
0.97%
Sole
7K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$718.1K
0.55%
Sole
1.00
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares8.79K
TypeSH
Market value$639.4K
0.49%
Sole
8.67K
Shared
0.00
None
117.00
CORE NATURAL RESOURCES INC
SOLEShares3.99K
TypeSH
Market value$417.9K
0.32%
Sole
3.99K
Shared
0.00
None
0.00
BALCHEM CORP
SOLEShares2.40K
TypeSH
Market value$406.8K
0.31%
Sole
2.40K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares1.37K
TypeSH
Market value$334.5K
0.26%
Sole
1.37K
Shared
0.00
None
0.00
CENTRAL SECS CORP
SOLEShares6.24K
TypeSH
Market value$309.9K
0.24%
Sole
6.24K
Shared
0.00
None
0.00
SRH TOTAL RETURN FUND INC
SOLEShares14.15K
TypeSH
Market value$242.0K
0.19%
Sole
14.15K
Shared
0.00
None
0.00
RCI HOSPITALITY HLDGS INC
SOLEShares10.30K
TypeSH
Market value$235.1K
0.18%
Sole
10.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ST JOE COSOLE | COM | 527.60K | SH | $33.13M 25.51% | 505.50K | 0.00 | 22.10K |
TEJON RANCH COSOLE | COM | 1.68M | SH | $21.23M 16.34% | 1.66M | 0.00 | 21.40K |
CF INDUSTRIES HOLDSOLE | COM | 121.43K | SH | $15.77M 12.14% | 118.08K | 0.00 | 3.35K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 222.60K | SH | $8.42M 6.49% | 217.30K | 0.00 | 5.31K |
NATURAL RESOURCE PARTNERS LPSOLE | COM UNIT LTD PAR | 64.21K | SH | $7.89M 6.08% | 62.50K | 0.00 | 1.71K |
VISTRA CORPSOLE | COM | 43.59K | SH | $6.55M 5.05% | 41.69K | 0.00 | 1.91K |
BEL FUSE INCSOLE | CL B | 25.40K | SH | $5.03M 3.87% | 25.40K | 0.00 | 0.00 |
BOSTON OMAHA CORPSOLE | CL A COM STK | 364.35K | SH | $4.26M 3.28% | 352.46K | 0.00 | 11.89K |
MASTERCARD INCORPORATEDSOLE | CL A | 8.20K | SH | $4.10M 3.15% | 8.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.08K | SH | $3.87M 2.98% | 7.68K | 0.00 | 399.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 7.74K | SH | $3.67M 2.83% | 7.44K | 0.00 | 304.00 |
EAGLE MATLS INCSOLE | COM | 18.86K | SH | $3.57M 2.75% | 18.47K | 0.00 | 391.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 70.77K | SH | $3.25M 2.50% | 70.77K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 42.47K | SH | $2.81M 2.16% | 40.96K | 0.00 | 1.51K |
BRUNSWICK CORPSOLE | COM | 24.20K | SH | $1.76M 1.36% | 23.11K | 0.00 | 1.09K |
BEL FUSE INCSOLE | CL A | 7K | SH | $1.26M 0.97% | 7K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.55% | 1.00 | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 8.79K | SH | $639.4K 0.49% | 8.67K | 0.00 | 117.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 3.99K | SH | $417.9K 0.32% | 3.99K | 0.00 | 0.00 |
BALCHEM CORPSOLE | COM | 2.40K | SH | $406.8K 0.31% | 2.40K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 1.37K | SH | $334.5K 0.26% | 1.37K | 0.00 | 0.00 |
CENTRAL SECS CORPSOLE | COM | 6.24K | SH | $309.9K 0.24% | 6.24K | 0.00 | 0.00 |
SRH TOTAL RETURN FUND INCSOLE | COM | 14.15K | SH | $242.0K 0.19% | 14.15K | 0.00 | 0.00 |
RCI HOSPITALITY HLDGS INCSOLE | COM | 10.30K | SH | $235.1K 0.18% | 10.30K | 0.00 | 0.00 |