NFC Investments as of Dec. 31, 2018
Portfolio Holdings for NFC Investments
NFC Investments holds 37 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGIC Investment (MTG) | 9.3 | $29M | 2.7M | 10.46 | |
| Athene Holding Ltd Cl A | 8.5 | $26M | 651k | 39.83 | |
| Enstar Group (ESGR) | 5.7 | $18M | 105k | 167.57 | |
| AutoZone (AZO) | 5.7 | $17M | 21k | 838.36 | |
| Chimera Investment Corporation | 5.6 | $17M | 971k | 17.82 | |
| Triumph Ban (TFIN) | 5.4 | $17M | 555k | 29.70 | |
| Assured Guaranty (AGO) | 5.3 | $16M | 426k | 38.28 | |
| Starwood Property Trust (STWD) | 5.2 | $16M | 817k | 19.71 | |
| American International (AIG) | 4.6 | $14M | 358k | 39.41 | |
| Air Lease Corp (AL) | 3.5 | $11M | 360k | 30.21 | |
| Dowdupont | 3.5 | $11M | 201k | 53.48 | |
| Comcast Corporation (CMCSA) | 3.5 | $11M | 312k | 34.05 | |
| Alphabet Inc Class C cs (GOOG) | 3.3 | $10M | 9.7k | 1035.61 | |
| Verisign (VRSN) | 3.3 | $10M | 68k | 148.29 | |
| Capital One Financial (COF) | 2.9 | $8.9M | 118k | 75.59 | |
| Jernigan Cap | 2.9 | $8.9M | 448k | 19.82 | |
| Liberty Broadband Cl C (LBRDK) | 2.8 | $8.5M | 117k | 72.03 | |
| Darling International (DAR) | 2.7 | $8.3M | 434k | 19.24 | |
| Corecivic (CXW) | 2.6 | $8.0M | 446k | 17.83 | |
| Select Interior Concepts cl a | 2.0 | $6.0M | 799k | 7.52 | |
| Store Capital Corp reit | 1.9 | $5.8M | 205k | 28.31 | |
| Tortoise MLP Fund | 1.7 | $5.2M | 421k | 12.25 | |
| PICO Holdings | 1.4 | $4.3M | 470k | 9.14 | |
| Old Republic International Corporation (ORI) | 1.3 | $3.9M | 190k | 20.57 | |
| Crawford & Company (CRD.A) | 0.9 | $2.7M | 300k | 8.90 | |
| Everest Re Group (EG) | 0.8 | $2.6M | 12k | 217.75 | |
| Gci Liberty Incorporated | 0.8 | $2.3M | 57k | 41.16 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $2.3M | 17k | 133.73 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.7 | $2.2M | 239k | 9.40 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.3 | $1.1M | 125k | 8.62 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $870k | 4.3k | 204.18 | |
| Coca-Cola Company (KO) | 0.2 | $642k | 14k | 47.31 | |
| Stewart Information Services Corporation (STC) | 0.2 | $621k | 15k | 41.40 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $551k | 4.0k | 138.65 | |
| First Horizon National Corporation (FHN) | 0.1 | $311k | 24k | 13.13 | |
| Regions Financial Corporation (RF) | 0.1 | $257k | 19k | 13.36 | |
| American Intl Group | 0.1 | $224k | 41k | 5.43 |
