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Nitor Capital Management LLC

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13F filer, CIK 2019017, ENGLEWOOD CLIFFS, NJ

Nitor Capital Management LLC reported $148,145,118 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 86.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002019017-26-000012

Period
2026-06-30
Reported value
$148M
Holdings
24
Top 10 weight
86.02%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TRCadded+117,341$2.19M
BOCadded+51,600$704K
CFadded+3,795$478K
VSTadded+3,000$476K
BRK-Badded+900$450K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CNRexited-3,990-$418K
RICKexited-10,305-$235K
SUreduced-3,025-$162K
MPCreduced-300-$76.7K
WMBreduced-1,030-$76.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002019017-26-000012, largest first. % of portfolio is the value over $148,145,118, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TRCTEJON RANCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,346,056 shares; 2026Q1: 1,681,564 shares; 2026Q2: 1,798,905 shares 1,798,905$33.6M22.71%+117,341Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 535,431 shares; 2026Q1: 527,600 shares; 2026Q2: 526,496 shares 526,496$33M22.26%-1,104Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 106,956 shares; 2026Q1: 121,430 shares; 2026Q2: 125,225 shares 125,225$15.8M10.64%+3,795Timeline
BELFBBEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,400 shares; 2026Q1: 25,400 shares; 2026Q2: 25,400 shares 25,400$8.46M5.71%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 222,604 shares; 2026Q1: 222,604 shares; 2026Q2: 223,604 shares 223,604$8.22M5.55%+1,000Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 39,138 shares; 2026Q1: 43,593 shares; 2026Q2: 46,593 shares 46,593$7.39M4.99%+3,000Timeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 64,209 shares; 2026Q1: 64,209 shares; 2026Q2: 65,213 shares 65,213$6.33M4.27%+1,004Timeline
BOCBOSTON OMAHA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 370,350 shares; 2026Q1: 364,350 shares; 2026Q2: 415,950 shares 415,950$5.67M3.83%+51,600Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,430 shares; 2026Q1: 18,865 shares; 2026Q2: 19,985 shares 19,985$4.5M3.04%+1,120Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,577 shares; 2026Q1: 8,077 shares; 2026Q2: 8,977 shares 8,977$4.49M3.03%+900Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200$4.21M2.84%0Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,125 shares; 2026Q1: 70,770 shares; 2026Q2: 72,095 shares 72,095$3.76M2.53%+1,325Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,428 shares; 2026Q1: 7,743 shares; 2026Q2: 7,743 shares 7,743$3.39M2.29%0Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,925 shares; 2026Q1: 24,199 shares; 2026Q2: 25,399 shares 25,399$2.14M1.44%+1,200Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 52,193 shares; 2026Q1: 42,470 shares; 2026Q2: 39,445 shares 39,445$2.12M1.43%-3,025Timeline
BELFABEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000$2.04M1.38%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$749K0.51%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,990 shares; 2026Q1: 8,785 shares; 2026Q2: 7,755 shares 7,755$577K0.39%-1,030Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400$405K0.27%0Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,241 shares; 2026Q1: 6,241 shares; 2026Q2: 6,241 shares 6,241$327K0.22%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,070 shares 1,070$274K0.18%-300Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500$266K0.18%newTimeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,151 shares; 2026Q1: 14,151 shares; 2026Q2: 14,151 shares 14,151$253K0.17%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,742 shares 1,742$205K0.14%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CNRCORE NATURAL RESOURCES INC3,990$418Kshares
RICKRCI HOSPITALITY HLDGS INC10,305$235Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002019017-26-000012 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002019017-26-000012 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0002019017-26-000008 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0002019017-26-000003 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set