NITOR CAPITAL MANAGEMENT LLC

PrivateCIK: 2019017
Location

ENGLEWOOD CLIFFS, NJ

24
Positions
$129.88M
Total AUM (reported)
3.29M
Total Shares

Allocation by class

TOTAL AUM$129.88M24 positions
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 354.0%4–1030.9%11–2515.1%TOP 1084.9%0%100%
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

SOLE
COM
Shares527.60K
TypeSH
Market value$33.13M
25.51%
Sole
505.50K
Shared
0.00
None
22.10K

TEJON RANCH CO

SOLE
COM
Shares1.68M
TypeSH
Market value$21.23M
16.34%
Sole
1.66M
Shared
0.00
None
21.40K

CF INDUSTRIES HOLD

SOLE
COM
Shares121.43K
TypeSH
Market value$15.77M
12.14%
Sole
118.08K
Shared
0.00
None
3.35K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares222.60K
TypeSH
Market value$8.42M
6.49%
Sole
217.30K
Shared
0.00
None
5.31K

NATURAL RESOURCE PARTNERS LP

SOLE
COM UNIT LTD PAR
Shares64.21K
TypeSH
Market value$7.89M
6.08%
Sole
62.50K
Shared
0.00
None
1.71K

VISTRA CORP

SOLE
COM
Shares43.59K
TypeSH
Market value$6.55M
5.05%
Sole
41.69K
Shared
0.00
None
1.91K

BEL FUSE INC

SOLE
CL B
Shares25.40K
TypeSH
Market value$5.03M
3.87%
Sole
25.40K
Shared
0.00
None
0.00

BOSTON OMAHA CORP

SOLE
CL A COM STK
Shares364.35K
TypeSH
Market value$4.26M
3.28%
Sole
352.46K
Shared
0.00
None
11.89K

MASTERCARD INCORPORATED

SOLE
CL A
Shares8.20K
TypeSH
Market value$4.10M
3.15%
Sole
8.20K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares8.08K
TypeSH
Market value$3.87M
2.98%
Sole
7.68K
Shared
0.00
None
399.00

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares7.74K
TypeSH
Market value$3.67M
2.83%
Sole
7.44K
Shared
0.00
None
304.00

EAGLE MATLS INC

SOLE
COM
Shares18.86K
TypeSH
Market value$3.57M
2.75%
Sole
18.47K
Shared
0.00
None
391.00

BANK OZK LITTLE ROCK ARK

SOLE
COM
Shares70.77K
TypeSH
Market value$3.25M
2.50%
Sole
70.77K
Shared
0.00
None
0.00

SUNCOR ENERGY INC NEW

SOLE
COM
Shares42.47K
TypeSH
Market value$2.81M
2.16%
Sole
40.96K
Shared
0.00
None
1.51K

BRUNSWICK CORP

SOLE
COM
Shares24.20K
TypeSH
Market value$1.76M
1.36%
Sole
23.11K
Shared
0.00
None
1.09K

BEL FUSE INC

SOLE
CL A
Shares7K
TypeSH
Market value$1.26M
0.97%
Sole
7K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares1.00
TypeSH
Market value$718.1K
0.55%
Sole
1.00
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares8.79K
TypeSH
Market value$639.4K
0.49%
Sole
8.67K
Shared
0.00
None
117.00

CORE NATURAL RESOURCES INC

SOLE
COM SHS
Shares3.99K
TypeSH
Market value$417.9K
0.32%
Sole
3.99K
Shared
0.00
None
0.00

BALCHEM CORP

SOLE
COM
Shares2.40K
TypeSH
Market value$406.8K
0.31%
Sole
2.40K
Shared
0.00
None
0.00

MARATHON PETE CORP

SOLE
COM
Shares1.37K
TypeSH
Market value$334.5K
0.26%
Sole
1.37K
Shared
0.00
None
0.00

CENTRAL SECS CORP

SOLE
COM
Shares6.24K
TypeSH
Market value$309.9K
0.24%
Sole
6.24K
Shared
0.00
None
0.00

SRH TOTAL RETURN FUND INC

SOLE
COM
Shares14.15K
TypeSH
Market value$242.0K
0.19%
Sole
14.15K
Shared
0.00
None
0.00

RCI HOSPITALITY HLDGS INC

SOLE
COM
Shares10.30K
TypeSH
Market value$235.1K
0.18%
Sole
10.30K
Shared
0.00
None
0.00