Nitor Capital Management LLC
Top Portfolio Positions
21 positions ·
$130,590,621 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JOE |
ST JOE Co
Real Estate
|
527,600 | $33,133,280 | 25.37% |
| TRC |
Tejon Ranch Co
Industrials
|
1,681,564 | $31,680,665 | 24.26% |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
121,430 | $15,766,471 | 12.07% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
222,604 | $8,423,335 | 6.45% |
| NRP |
Natural Resource Partners Lp
Energy
|
64,209 | $7,769,289 | 5.95% |
| VST |
Vistra Corp.
Utilities
|
43,593 | $6,553,335 | 5.02% |
| BOC |
BOSTON OMAHA Corp
Industrials
|
364,350 | $4,255,608 | 3.26% |
| MA |
Mastercard Inc
Financial Services
|
8,200 | $4,097,212 | 3.14% |
| TPL |
Texas Pacific Land Corp
Energy
|
7,743 | $3,674,518 | 2.81% |
| EXP |
Eagle Materials Inc
Basic Materials
|
18,865 | $3,573,974 | 2.74% |
Holdings in TRC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,680,665 | 1,681,564 | Shares | Sole | 2026-05-14 | |
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