Nitor Capital Management
Nitor Capital Management reported 24 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TRC (22.7%), JOE (22.3%) and CF (10.6%). Compared with Q1 2026, the fund opened new positions in RYN and CSCO, added to TRC, CF and EPD, trimmed JOE, SU and WMB and sold out of CNR and RICK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TRC Tejon Ranch Co | $33.6M | 22.7% | 1.8M | +117K (+7%) | 3 of 3 | |
| 2 |  JOE ST Joe Co | $33M | 22.3% | 526K | −1,104 (−0%) | 3 of 3 | |
| 3 |  CF CF Inds Hldgs Inc | $15.8M | 10.6% | 125K | +3,795 (+3%) | 3 of 3 | |
| 4 |  BELFB Bel Fuse Inc | $8.5M | 5.7% | 25K | No change | 3 of 3 | |
| 5 |  EPD Enterprise Products | $8.2M | 5.5% | 224K | +1,000 (+0%) | 3 of 3 | |
| 6 |  VST Vistra Corp | $7.4M | 5.0% | 47K | +3,000 (+7%) | 3 of 3 | |
| 7 |  NRP Natural Resource Partners L | $6.3M | 4.3% | 65K | +1,004 (+2%) | 3 of 3 | |
| 8 |  BOC Boston Omaha Corp | $5.7M | 3.8% | 416K | +52K (+14%) | 3 of 3 | |
| 9 |  EXP Eagle Matls Inc | $4.5M | 3.0% | 20K | +1,120 (+6%) | 3 of 3 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $4.5M | 3.0% | 8,977 | +900 (+11%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nitor Capital Management 13F FAQ
What does Nitor Capital Management own?
Nitor Capital Management reported 24 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TRC (22.7%), JOE (22.3%) and CF (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Nitor Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 10 added to, 4 trimmed and 2 sold out. New positions include RYN and CSCO. It sold all of CNR and RICK.
When will Nitor Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nitor Capital Management's portfolio worth?
The Q2 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.