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Nitor Capital Management LLC · 13F 持仓分析
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Nitor Capital Management LLC

No.8191 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.48亿
环比变动 Q1 2026
+$1,826.9万+14.1%
持仓股票数
24
新买入
2
加仓
10
减仓
4
清仓
2
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTEJON RANCH CO COMTRC
22.71%16.34%$3,364.0万179.9万股$2,122.7万168.2万股+11.7万股+6.98%加仓
SST JOE COMPANYJOE
22.26%25.51%$3,297.4万52.6万股$3,313.3万52.8万股-1,104股-0.21%减仓
CF INDSCF
10.64%12.14%$1,576.6万12.5万股$1,576.6万12.1万股+3,795股+3.13%加仓
BBEL FUSEBELFB
5.71%3.87%$845.9万2.5万股$502.9万2.5万股00.00%持仓不变
ENTERPRISE PRODS PARTNERS LEPD
5.55%6.49%$822.0万22.4万股$842.3万22.3万股+1,000股+0.45%加仓
VistraVST
4.99%5.05%$739.1万4.7万股$655.3万4.4万股+3,000股+6.88%加仓
NATURAL RESOURCE PARTNERS L COMNRP
4.27%6.08%$632.6万6.5万股$789.1万6.4万股+1,004股+1.56%加仓
BBOSTON OMAHA CORP CL A COM STKBOC
3.83%3.28%$567.4万41.6万股$425.6万36.4万股+5.2万股+14.16%加仓
EAGLE MATLSEXP
3.04%2.75%$449.7万2.0万股$357.4万1.9万股+1,120股+5.94%加仓
伯克希尔哈撒韦BRK.B
3.03%2.98%$449.2万8,977股$387.0万8,077股+900股+11.14%加仓
万事达MA
2.84%3.15%$421.2万8,200股$409.7万8,200股00.00%持仓不变
BANK OZK LITTLE ROCK ARKOZK
2.53%2.5%$375.5万7.2万股$324.8万7.1万股+1,325股+1.87%加仓
TTEXAS PACIFIC LAND CORPORATITPL
2.29%2.83%$338.9万7,743股$367.5万7,743股00.00%持仓不变
BRUNSWICKBC
1.44%1.36%$214.0万2.5万股$176.1万2.4万股+1,200股+4.96%加仓
森科能源SU
1.43%2.16%$211.7万3.9万股$280.7万4.2万股-3,025股-7.12%减仓
BBEL FUSEBELFA
1.38%0.97%$203.9万7,000股$126.1万7,000股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.51%0.55%$74.9万1股$71.8万1股00.00%持仓不变
威廉姆斯WMB
0.39%0.49%$57.7万7,755股$63.9万8,785股-1,030股-11.72%减仓
BALCHEMBCPC
0.27%0.31%$40.5万2,400股$40.7万2,400股00.00%持仓不变
CENTRAL SECSCET
0.22%0.24%$32.7万6,241股$31.0万6,241股00.00%持仓不变
马拉松石油MPC
0.18%0.26%$27.4万1,070股$33.5万1,370股-300股-21.90%减仓
RAYONIERRYN
0.18%$26.6万1.3万股$00股+1.3万股新买入
SRH TOTAL RETURN FUND INCORPORATEDSTEW
0.17%0.19%$25.3万1.4万股$24.2万1.4万股00.00%持仓不变
思科CSCO
0.14%$20.5万1,742股$00股+1,742股新买入

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