Nitor Capital Management LLC
Top Portfolio Positions
22 positions ·
$166,141,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRC |
Tejon Ranch Co
Industrials
|
3,363,128 | $63,361,330 | 38.14% | |
| JOE |
ST JOE Co
Real Estate
|
527,600 | $33,133,280 | 19.94% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
121,430 | $15,766,471 | 9.49% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
222,604 | $8,423,335 | 5.07% | |
| NRP |
Natural Resource Partners LP
Energy
|
64,209 | $7,769,289 | 4.68% | |
| VST |
Vistra Corp.
Utilities
|
43,593 | $6,553,335 | 3.94% | |
| BOC |
BOSTON OMAHA Corp
Industrials
|
364,350 | $4,255,608 | 2.56% | |
| MA |
Mastercard Inc
Financial Services
|
8,200 | $4,097,212 | 2.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,077 | $3,870,498 | 2.33% | |
| TPL |
Texas Pacific Land Corp
Energy
|
7,743 | $3,674,518 | 2.21% |
Portfolio Trend
2 quarters · across all stocks
Holdings in STEW
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,982 | 14,151 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $262,359 | 14,151 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||