NFC Investments as of March 31, 2019
Portfolio Holdings for NFC Investments
NFC Investments holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGIC Investment (MTG) | 10.7 | $36M | 2.7M | 13.19 | |
| Athene Holding Ltd Cl A | 8.0 | $27M | 664k | 40.80 | |
| AutoZone (AZO) | 6.3 | $21M | 21k | 1024.14 | |
| Assured Guaranty (AGO) | 5.6 | $19M | 426k | 44.43 | |
| Starwood Property Trust (STWD) | 5.4 | $18M | 821k | 22.35 | |
| Enstar Group (ESGR) | 5.4 | $18M | 105k | 174.00 | |
| Chimera Investment Corporation | 5.4 | $18M | 976k | 18.74 | |
| Triumph Ban (TFIN) | 4.8 | $16M | 556k | 29.39 | |
| American International (AIG) | 4.6 | $15M | 359k | 43.06 | |
| Air Lease Corp (AL) | 3.8 | $13M | 378k | 34.35 | |
| Comcast Corporation (CMCSA) | 3.7 | $13M | 313k | 39.98 | |
| Verisign (VRSN) | 3.6 | $12M | 68k | 181.56 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $12M | 10k | 1173.28 | |
| Capital One Financial (COF) | 3.3 | $11M | 137k | 81.69 | |
| Dowdupont | 3.2 | $11M | 207k | 53.31 | |
| Liberty Broadband Cl C (LBRDK) | 3.2 | $11M | 118k | 91.74 | |
| Jernigan Cap | 2.8 | $9.5M | 450k | 21.04 | |
| Darling International (DAR) | 2.8 | $9.4M | 434k | 21.65 | |
| Corecivic (CXW) | 2.6 | $8.7M | 449k | 19.45 | |
| Store Capital Corp reit | 2.0 | $6.9M | 205k | 33.50 | |
| Select Interior Concepts cl a | 2.0 | $6.9M | 552k | 12.45 | |
| Tortoise MLP Fund | 1.8 | $6.0M | 427k | 14.02 | |
| Old Republic International Corporation (ORI) | 1.2 | $4.0M | 190k | 20.92 | |
| Gci Liberty Incorporated | 0.9 | $3.2M | 58k | 55.60 | |
| Crawford & Company (CRD.A) | 0.8 | $2.8M | 300k | 9.24 | |
| Everest Re Group (EG) | 0.8 | $2.6M | 12k | 216.00 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $2.4M | 17k | 143.48 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $856k | 4.3k | 200.89 | |
| Coca-Cola Company (KO) | 0.2 | $636k | 14k | 46.87 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $551k | 3.5k | 157.43 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $525k | 48k | 10.87 | |
| First Horizon National Corporation (FHN) | 0.1 | $331k | 24k | 13.97 | |
| Regions Financial Corporation (RF) | 0.1 | $272k | 19k | 14.14 | |
| American Intl Group | 0.1 | $231k | 41k | 5.60 | |
| Kkr & Co (KKR) | 0.1 | $230k | 9.8k | 23.47 |
