Nitor Capital Management LLC
Net buyer this quarter
$148M
24
+$4.28M
86.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TRC | $33.6M | 22.71% | 6.66% | +7.0% | Q4 2025 |
 JOE | $33M | 22.26% | 0.92% | -0.2% | Q4 2025 |
 CF | $15.8M | 10.64% | 0.08% | +3.1% | Q4 2025 |
 BELFB | $8.46M | 5.71% | Not reported | Not reported | Q4 2025 |
 EPD | $8.22M | 5.55% | 0.01% | +0.5% | Q4 2025 |
 VST | $7.39M | 4.99% | 0.01% | +6.9% | Q4 2025 |
 NRP | $6.33M | 4.27% | 0.49% | +1.6% | Q4 2025 |
 BOC | $5.67M | 3.83% | 1.38% | +14.2% | Q4 2025 |
 EXP | $4.5M | 3.04% | 0.06% | +5.9% | Q4 2025 |
 BRK.B | $4.49M | 3.03% | Not reported | +11.1% | Q4 2025 |
 MA | $4.21M | 2.84% | 0.00% | Not reported | Q4 2025 |
 OZK | $3.76M | 2.53% | Not reported | +1.9% | Q4 2025 |
 TPL | $3.39M | 2.29% | 0.01% | Not reported | Q4 2025 |
 BC | $2.14M | 1.44% | 0.04% | +5.0% | Q4 2025 |
 SU | $2.12M | 1.43% | 0.00% | -7.1% | Q4 2025 |
| BELFA | $2.04M | 1.38% | 0.32% | Not reported | Q4 2025 |
| BRK.A | $749K | 0.51% | Not reported | Not reported | Q4 2025 |
 WMB | $577K | 0.39% | 0.00% | -11.7% | Q4 2025 |
 BCPC | $405K | 0.27% | 0.01% | Not reported | Q4 2025 |
 CET | $327K | 0.22% | Not reported | Not reported | Q4 2025 |
 MPC | $274K | 0.18% | 0.00% | -21.9% | Q4 2025 |
 RYN | $266K | 0.18% | 0.00% | New | Q2 2026 |
 STEW | $253K | 0.17% | Not reported | Not reported | Q4 2025 |
 CSCO | $205K | 0.14% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| JOE | $33.1M | 25.51% | 0.92% | -1.5% | Q4 2025 |
| TRC | $21.2M | 16.34% | 6.23% | +24.9% | Q4 2025 |
| CF | $15.8M | 12.14% | 0.08% | +13.5% | Q4 2025 |
| EPD | $8.42M | 6.49% | 0.01% | Not reported | Q4 2025 |
| NRP | $7.89M | 6.08% | 0.48% | Not reported | Q4 2025 |
| VST | $6.55M | 5.05% | 0.01% | +11.4% | Q4 2025 |
| BELFB | $5.03M | 3.87% | Not reported | Not reported | Q4 2025 |
| BOC | $4.26M | 3.28% | 1.20% | -1.6% | Q4 2025 |
| MA | $4.1M | 3.15% | 0.00% | Not reported | Q4 2025 |
| BRK.B | $3.87M | 2.98% | Not reported | +44.8% | Q4 2025 |
| TPL | $3.67M | 2.83% | 0.01% | +4.2% | Q4 2025 |
| EXP | $3.57M | 2.75% | 0.06% | +153.9% | Q4 2025 |
| OZK | $3.25M | 2.50% | Not reported | +68.0% | Q4 2025 |
| SU | $2.81M | 2.16% | 0.00% | -18.6% | Q4 2025 |
| BC | $1.76M | 1.36% | 0.04% | -13.3% | Q4 2025 |
| BELFA | $1.26M | 0.97% | 0.32% | Not reported | Q4 2025 |
| BRK.A | $718K | 0.55% | Not reported | Not reported | Q4 2025 |
| WMB | $639K | 0.49% | 0.00% | -20.1% | Q4 2025 |
 CNR | $418K | 0.32% | 0.01% | -38.6% | Q4 2025 |
| BCPC | $407K | 0.31% | 0.01% | Not reported | Q4 2025 |
| MPC | $335K | 0.26% | 0.00% | Not reported | Q4 2025 |
| CET | $310K | 0.24% | Not reported | Not reported | Q4 2025 |
| STEW | $242K | 0.19% | Not reported | Not reported | Q4 2025 |
 RICK | $235K | 0.18% | 0.13% | -40.7% | Q4 2025 |
| Q4 2025 | |||||
| JOE | $31.8M | 28.27% | 0.93% | New | Q4 2025 |
| TRC | $21.2M | 18.88% | 5.00% | New | Q4 2025 |
| CF | $8.27M | 7.36% | 0.07% | New | Q4 2025 |
| EPD | $7.14M | 6.35% | 0.01% | New | Q4 2025 |
| NRP | $6.7M | 5.96% | 0.49% | New | Q4 2025 |
| VST | $6.31M | 5.62% | 0.01% | New | Q4 2025 |
| MA | $4.68M | 4.16% | 0.00% | New | Q4 2025 |
| BOC | $4.58M | 4.07% | 1.22% | New | Q4 2025 |
| BELFB | $4.31M | 3.83% | Not reported | New | Q4 2025 |
| BRK.B | $2.8M | 2.49% | Not reported | New | Q4 2025 |
| SU | $2.32M | 2.06% | 0.00% | New | Q4 2025 |
| TPL | $2.13M | 1.90% | 0.01% | New | Q4 2025 |
| BC | $2.07M | 1.84% | 0.04% | New | Q4 2025 |
| OZK | $1.94M | 1.72% | Not reported | New | Q4 2025 |
| EXP | $1.54M | 1.37% | 0.02% | New | Q4 2025 |
| BELFA | $1.06M | 0.94% | 0.32% | New | Q4 2025 |
| BRK.A | $755K | 0.67% | Not reported | New | Q4 2025 |
| WMB | $661K | 0.59% | 0.00% | New | Q4 2025 |
| CNR | $575K | 0.51% | 0.01% | New | Q4 2025 |
| RICK | $414K | 0.37% | 0.22% | New | Q4 2025 |
| BCPC | $368K | 0.33% | 0.01% | New | Q4 2025 |
| CET | $316K | 0.28% | Not reported | New | Q4 2025 |
| STEW | $262K | 0.23% | Not reported | New | Q4 2025 |
| MPC | $223K | 0.20% | 0.00% | New | Q4 2025 |