David Spier
Nitor Capital Management Llc
Assets Managed
$129.876M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
15.5%(2Q avg: 7.75%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Nitor Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.
Assets under management
The assets under management (AUM) of Nitor Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.876M in assets, with a quarterly growth rate of 15.5% and a 2-quarter average growth rate of 7.75%. The portfolio is managed by David Spier, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
JOE St Joe Co The
| 25.52% | $33.133M 527,600 shares@ $62.8 avg price | Decreased -1.46% |
TRC Tejon Ranch Co
| 16.35% | $21.227M 1.682M shares@ $12.63 avg price | Increased 24.93% |
CF Cf Industries Holdings Inc
| 12.14% | $15.766M 121,430 shares@ $129.84 avg price | Increased 13.54% |
EPD Enterprise Products Partners
| 6.49% | $8.423M 222,604 shares@ $37.84 avg price | |
NRP Natural Resource Partners Lp
| 6.08% | $7.891M 64,209 shares@ $122.9 avg price | |
VST Vistra Corp
| 5.05% | $6.553M 43,593 shares@ $150.33 avg price | Increased 11.39% |
BELFB Bel Fuse Inc-cl B
| 3.88% | $5.029M 25,400 shares@ $197.98 avg price | |
BOC Boston Omaha Corp-cl A
| 3.28% | $4.256M 364,350 shares@ $11.68 avg price | Decreased -1.62% |
MA Mastercard Inc - A
| 3.16% | $4.097M 8,200 shares@ $499.66 avg price | |
BRK.B Berkshire Hathaway Inc-cl B
| 2.99% | $3.87M 8,077 shares@ $479.2 avg price | Increased 44.83% |
1-10 of 24