Nitor Capital Management LLC
ENGLEWOOD CLIFFS NJ · SEC CIK 0002019017
$1.48亿2026Q2 申报市值
24持仓数
86.0%前十大占比 · 第一大 22.7%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRC 加仓+$219.43万
BOC 加仓+$70.38万
CF 加仓+$47.78万
VST 加仓+$47.59万
BRK/B 加仓+$45.04万
2026Q2 卖出最多 按季末市值估算
CNR 清仓-$41.79万
RCI HOSPITALITY 清仓-$23.51万
SU 减仓-$16.24万
MPC 减仓-$7.67万
WMB 减仓-$7.66万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRC | TEJON RANCH CO | $3,363.95万 | 22.71% | 1,798,905 | 117,341 | 7.0% | $219.43万 | 加仓 |
| JOE | ST JOE CO | $3,297.44万 | 22.26% | 526,496 | -1,104 | -0.2% | -$6.91万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1,576.65万 | 10.64% | 125,225 | 3,795 | 3.1% | $47.78万 | 加仓 |
| BELFB | BEL FUSE INC | $845.92万 | 5.71% | 25,400 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $821.97万 | 5.55% | 223,604 | 1,000 | 0.4% | $3.68万 | 加仓 |
| VST | VISTRA CORP | $739.10万 | 4.99% | 46,593 | 3,000 | 6.9% | $47.59万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $632.57万 | 4.27% | 65,213 | 1,004 | 1.6% | $9.74万 | 加仓 |
| BOC | BOSTON OMAHA CORP | $567.36万 | 3.83% | 415,950 | 51,600 | 14.2% | $70.38万 | 加仓 |
| EXP | EAGLE MATLS INC | $449.66万 | 3.04% | 19,985 | 1,120 | 5.9% | $25.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $449.20万 | 3.03% | 8,977 | 900 | 11.1% | $45.04万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $421.15万 | 2.84% | 8,200 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $375.54万 | 2.53% | 72,095 | 1,325 | 1.9% | $6.90万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $338.86万 | 2.29% | 7,743 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $213.96万 | 1.44% | 25,399 | 1,200 | 5.0% | $10.11万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $211.74万 | 1.43% | 39,445 | -3,025 | -7.1% | -$16.24万 | 减仓 |
| BELFA | BEL FUSE INC | $203.86万 | 1.38% | 7,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.51% | 1 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $57.65万 | 0.39% | 7,755 | -1,030 | -11.7% | -$7.66万 | 减仓 |
| BCPC | BALCHEM CORP | $40.55万 | 0.27% | 2,400 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $32.73万 | 0.22% | 6,241 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.36万 | 0.18% | 1,070 | -300 | -21.9% | -$7.67万 | 减仓 |
| RYN | RAYONIER INC | $26.60万 | 0.18% | 12,500 | 12,500 | — | $26.60万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $25.33万 | 0.17% | 14,151 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $20.46万 | 0.14% | 1,742 | 1,742 | — | $20.46万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -3,990 | -100.0% | -$41.79万 | 清仓 |
| — | RCI HOSPITALITY HLDGS INC | $0 | 0.00% | 0 | -10,305 | -100.0% | -$23.51万 | 清仓 |