Nitor Capital Management

Overview

Nitor Capital Management is an asset management firm focused on long-term, concentrated investments in publicly traded corporations. It seeks out one-of-a-kind, irreplaceable businesses and assets operated by proven and fully aligned management teams. Historical Form 13F reports for Nitor Capital Management LLC (CIK 0002019017, CRD 173067). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002019017. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-12 reports $148,145,118 in Section 13(f) long-position table value across 24 information-table rows and 24 distinct security, option and amount-type positions. Filing accessions: 0002019017-26-000012. For the quarter ended 2026-03-31, the report chain filed through 2026-05-14 reports $129,875,818 in Section 13(f) long-position table value across 24 information-table rows and 24 distinct security, option and amount-type positions. Filing accessions: 0002019017-26-000008. The five largest reported positions by table value for 2026-06-30 are: TEJON RANCH CO, $33,639,524 reported table value; ST JOE CO, $32,974,444 reported table value; CF INDUSTRIES HOLD, $15,766,471 reported table value; BEL FUSE INC, $8,459,216 reported table value; ENTERPRISE PRODS PARTNERS L, $8,219,683 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.