Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TRCTejon Ranch Co | $33.6M | 22.7% | +7.0% |
| JOESt Joe Co | $33.0M | 22.3% | |
| CFCf Industries Hold | $15.8M | 10.6% | +3.1% |
| BELFBBel Fuse Inc | $8.5M | 5.7% | |
| EPDEnterprise Prods Partners L | $8.2M | 5.5% | |
| VSTVistra Corp | $7.4M | 5.0% | +6.9% |
| NRPNatural Resource Partners LP | $6.3M | 4.3% | +1.6% |
| BOCBoston Omaha Corp | $5.7M | 3.8% | +14.2% |
| EXPEagle Matls Inc | $4.5M | 3.0% | +5.9% |
| BRK/BBerkshire Hathaway Inc Del | $4.5M | 3.0% | +11.1% |
| MAMastercard Incorporated | $4.2M | 2.8% | |
| OZKBank Ozk Little Rock Ark | $3.8M | 2.5% | +1.9% |
| TPLTexas Pacific Land Corporati | $3.4M | 2.3% | |
| BCBrunswick Corp | $2.1M | 1.4% | +5.0% |
| SUSuncor Energy Inc New | $2.1M | 1.4% | −7.1% |
| BELFABel Fuse Inc | $2.0M | 1.4% | |
| BRK/ABerkshire Hathaway Inc Del | $749K | 0.5% | |
| WMBWilliams Cos Inc | $577K | 0.4% | −11.7% |
| BCPCBalchem Corp | $405K | 0.3% | |
| CETCentral Secs Corp | $327K | 0.2% | |
| MPCMarathon Pete Corp | $274K | 0.2% | −21.9% |
| RYNRayonier Inc | $266K | 0.2% | New |
| STEWSrh Total Return Fund Inc | $253K | 0.2% | |
| CSCOCisco Sys Inc | $205K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BELFBBel Fuse Inc | December 31, 2025 | +96.3% | $8.5M |
| BELFABel Fuse Inc | December 31, 2025 | +91.9% | $2.0M |
| MPCMarathon Pete Corp | December 31, 2025 | +57.2% | $274K |
| TPLTexas Pacific Land Corporati | December 31, 2025 | +52.4% | $3.4M |
| CFCf Industries Hold | December 31, 2025 | +40.0% | $15.8M |
| WMBWilliams Cos Inc | December 31, 2025 | +23.7% | $577K |
| SUSuncor Energy Inc New | December 31, 2025 | +21.0% | $2.1M |
| TRCTejon Ranch Co | December 31, 2025 | +18.6% | $33.6M |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $8.2M |
| BCBrunswick Corp | December 31, 2025 | +13.5% | $2.1M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.0% | +14.8% |
| March 31, 2026 | +14.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nitor Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2019017&type=13F-HR&dateb=&owner=include&count=40CIK 2019017
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2019017/000201901726000012/Filed August 12, 2026 · accession 0002019017-26-000012