Filed: 8/12/2026ACC: 0002019017-26-000012
📋 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 $148.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$148.15M
Total AUM (reported)
3.46M
Total Shares
Allocation by class
COM$116.20M78.4%
CL B$8.46M5.7%
CL A$7.00M4.7%
COM UNIT LTD PAR$6.33M4.3%
CL A COM STK$5.67M3.8%
CL B NEW$4.49M3.0%
Portfolio Concentration
Top 3$82.38M55.6%
4–10$45.06M30.4%
11–25$20.71M14.0%
Top 3 weight
55.6%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Sole
Full voting authority
3.39M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
71.47K
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings24
Rows:
TEJON RANCH CO
SOLEShares1.80M
TypeSH
Market value$33.64M
22.71%
Sole
1.78M
Shared
0.00
None
21.40K
ST JOE CO
SOLEShares526.50K
TypeSH
Market value$32.97M
22.26%
Sole
504.40K
Shared
0.00
None
22.10K
CF INDUSTRIES HOLD
SOLEShares125.22K
TypeSH
Market value$15.77M
10.64%
Sole
121.88K
Shared
0.00
None
3.35K
BEL FUSE INC
SOLEShares25.40K
TypeSH
Market value$8.46M
5.71%
Sole
25.40K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares223.60K
TypeSH
Market value$8.22M
5.55%
Sole
218.30K
Shared
0.00
None
5.31K
VISTRA CORP
SOLEShares46.59K
TypeSH
Market value$7.39M
4.99%
Sole
44.69K
Shared
0.00
None
1.91K
NATURAL RESOURCE PARTNERS LP
SOLEShares65.21K
TypeSH
Market value$6.33M
4.27%
Sole
63.50K
Shared
0.00
None
1.71K
BOSTON OMAHA CORP
SOLEShares415.95K
TypeSH
Market value$5.67M
3.83%
Sole
404.06K
Shared
0.00
None
11.89K
EAGLE MATLS INC
SOLEShares19.98K
TypeSH
Market value$4.50M
3.04%
Sole
19.59K
Shared
0.00
None
391.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.98K
TypeSH
Market value$4.49M
3.03%
Sole
8.58K
Shared
0.00
None
399.00
MASTERCARD INCORPORATED
SOLEShares8.20K
TypeSH
Market value$4.21M
2.84%
Sole
8.20K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares72.09K
TypeSH
Market value$3.76M
2.53%
Sole
72.09K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares7.74K
TypeSH
Market value$3.39M
2.29%
Sole
7.44K
Shared
0.00
None
304.00
BRUNSWICK CORP
SOLEShares25.40K
TypeSH
Market value$2.14M
1.44%
Sole
24.31K
Shared
0.00
None
1.09K
SUNCOR ENERGY INC NEW
SOLEShares39.45K
TypeSH
Market value$2.12M
1.43%
Sole
37.93K
Shared
0.00
None
1.51K
BEL FUSE INC
SOLEShares7K
TypeSH
Market value$2.04M
1.38%
Sole
7K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$748.9K
0.51%
Sole
1.00
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares7.75K
TypeSH
Market value$576.5K
0.39%
Sole
7.64K
Shared
0.00
None
117.00
BALCHEM CORP
SOLEShares2.40K
TypeSH
Market value$405.5K
0.27%
Sole
2.40K
Shared
0.00
None
0.00
CENTRAL SECS CORP
SOLEShares6.24K
TypeSH
Market value$327.3K
0.22%
Sole
6.24K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares1.07K
TypeSH
Market value$273.6K
0.18%
Sole
1.07K
Shared
0.00
None
0.00
RAYONIER INC
SOLEShares12.50K
TypeSH
Market value$266.0K
0.18%
Sole
12.50K
Shared
0.00
None
0.00
SRH TOTAL RETURN FUND INC
SOLEShares14.15K
TypeSH
Market value$253.3K
0.17%
Sole
14.15K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares1.74K
TypeSH
Market value$204.6K
0.14%
Sole
1.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 1.80M | SH | $33.64M 22.71% | 1.78M | 0.00 | 21.40K |
ST JOE COSOLE | COM | 526.50K | SH | $32.97M 22.26% | 504.40K | 0.00 | 22.10K |
CF INDUSTRIES HOLDSOLE | COM | 125.22K | SH | $15.77M 10.64% | 121.88K | 0.00 | 3.35K |
BEL FUSE INCSOLE | CL B | 25.40K | SH | $8.46M 5.71% | 25.40K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 223.60K | SH | $8.22M 5.55% | 218.30K | 0.00 | 5.31K |
VISTRA CORPSOLE | COM | 46.59K | SH | $7.39M 4.99% | 44.69K | 0.00 | 1.91K |
NATURAL RESOURCE PARTNERS LPSOLE | COM UNIT LTD PAR | 65.21K | SH | $6.33M 4.27% | 63.50K | 0.00 | 1.71K |
BOSTON OMAHA CORPSOLE | CL A COM STK | 415.95K | SH | $5.67M 3.83% | 404.06K | 0.00 | 11.89K |
EAGLE MATLS INCSOLE | COM | 19.98K | SH | $4.50M 3.04% | 19.59K | 0.00 | 391.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.98K | SH | $4.49M 3.03% | 8.58K | 0.00 | 399.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 8.20K | SH | $4.21M 2.84% | 8.20K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 72.09K | SH | $3.76M 2.53% | 72.09K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 7.74K | SH | $3.39M 2.29% | 7.44K | 0.00 | 304.00 |
BRUNSWICK CORPSOLE | COM | 25.40K | SH | $2.14M 1.44% | 24.31K | 0.00 | 1.09K |
SUNCOR ENERGY INC NEWSOLE | COM | 39.45K | SH | $2.12M 1.43% | 37.93K | 0.00 | 1.51K |
BEL FUSE INCSOLE | CL A | 7K | SH | $2.04M 1.38% | 7K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $748.9K 0.51% | 1.00 | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 7.75K | SH | $576.5K 0.39% | 7.64K | 0.00 | 117.00 |
BALCHEM CORPSOLE | COM | 2.40K | SH | $405.5K 0.27% | 2.40K | 0.00 | 0.00 |
CENTRAL SECS CORPSOLE | COM | 6.24K | SH | $327.3K 0.22% | 6.24K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 1.07K | SH | $273.6K 0.18% | 1.07K | 0.00 | 0.00 |
RAYONIER INCSOLE | COM | 12.50K | SH | $266.0K 0.18% | 12.50K | 0.00 | 0.00 |
SRH TOTAL RETURN FUND INCSOLE | COM | 14.15K | SH | $253.3K 0.17% | 14.15K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.74K | SH | $204.6K 0.14% | 1.74K | 0.00 | 0.00 |