Nitor Capital Management LLC: 13F holdings
CIK 20190172026Q2
| Positions | 24 |
|---|
| Reported value | $148.1m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 24 (+0 vs prior quarter) |
|---|
| Reported value | $148.1m (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TRC TEJON RANCH CO | 1,798,905 | $33.6m | 22.7% |
| JOE ST JOE CO | 526,496 | $33.0m | 22.3% |
| CF CF INDUSTRIES HOLD | 125,225 | $15.8m | 10.6% |
| BELFB BEL FUSE INC | 25,400 | $8.5m | 5.7% |
| EPD ENTERPRISE PRODS PARTNERS L | 223,604 | $8.2m | 5.5% |
| VST VISTRA CORP | 46,593 | $7.4m | 5.0% |
| NRP NATURAL RESOURCE PARTNERS LP | 65,213 | $6.3m | 4.3% |
| BOC BOSTON OMAHA CORP | 415,950 | $5.7m | 3.8% |
| EXP EAGLE MATLS INC | 19,985 | $4.5m | 3.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 8,977 | $4.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2019017")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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