Nitor Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NC Nitor Capital Management LLC | Institutional Filer | ▲ 15.50% | $129.9M | 24 |
Current Portfolio Holdings
Showing all 24 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JOE | The St. Joe Company | Real Estate | 528K | $33.1M | 25.51% |
| 2 | TRC | Tejon Ranch Co. | Industrials | 1.7M | $21.2M | 16.34% |
| 3 | CF | CF Industries Holdings, Inc. | Basic Materials | 121K | $15.8M | 12.14% |
| 4 | EPD | Enterprise Products Partners L.P. | Energy | 223K | $8.4M | 6.49% |
| 5 | NRP | Natural Resource Partners L.P. | Energy | 64K | $7.9M | 6.08% |
| 6 | VST | Vistra Corp. | Utilities | 44K | $6.6M | 5.05% |
| 7 | BELFB | Bel Fuse Inc. | Technology | 25K | $5.0M | 3.87% |
| 8 | BOC | Boston Omaha Corporation | Communication Services | 364K | $4.3M | 3.28% |
| 9 | MA | Mastercard Incorporated | Financial Services | 8K | $4.1M | 3.15% |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 8K | $3.9M | 2.98% |
| 11 | TPL | Texas Pacific Land Corporation | Energy | 8K | $3.7M | 2.83% |
| 12 | EXP | Eagle Materials Inc. | Basic Materials | 19K | $3.6M | 2.75% |
| 13 | OZK | Bank OZK | Financial Services | 71K | $3.2M | 2.50% |
| 14 | SU | Suncor Energy Inc. | Energy | 42K | $2.8M | 2.16% |
| 15 | BC | Brunswick Corporation | Consumer Cyclical | 24K | $1.8M | 1.36% |
Showing 1 to 15 of 24 holdings