NFC Investments

NFC Investments as of Sept. 30, 2019

Portfolio Holdings for NFC Investments

NFC Investments holds 39 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MGIC Investment (MTG) 9.2 $34M 2.7M 12.58
Athene Holding Ltd Cl A 7.9 $29M 694k 42.06
AutoZone (AZO) 6.0 $22M 21k 1084.60
Starwood Property Trust (STWD) 5.5 $21M 845k 24.22
Enstar Group (ESGR) 5.4 $20M 105k 189.92
Chimera Investment Corporation 5.3 $20M 1.0M 19.56
American International (AIG) 5.3 $20M 350k 55.70
Assured Guaranty (AGO) 5.1 $19M 423k 44.46
Triumph Ban (TFIN) 4.9 $18M 572k 31.89
Air Lease Corp (AL) 4.2 $16M 377k 41.34
Comcast Corporation (CMCSA) 3.9 $14M 318k 45.08
Alphabet Inc Class C cs (GOOG) 3.5 $13M 11k 1219.04
Capital One Financial (COF) 3.4 $13M 139k 90.98
Liberty Broadband Cl C (LBRDK) 3.4 $13M 120k 104.67
Renewable Energy 3.1 $12M 764k 15.00
Jernigan Cap 2.4 $8.9M 462k 19.25
Darling International (DAR) 2.4 $8.7M 454k 19.13
Store Capital Corp reit 2.1 $8.0M 213k 37.41
Corecivic (CXW) 2.1 $7.9M 458k 17.28
Gx Acquisiton Unt 2.1 $7.7M 694k 11.09
Tortoise MLP Fund 2.0 $7.3M 596k 12.29
Home BancShares (HOMB) 1.6 $6.1M 325k 18.79
Dupont De Nemours (DD) 1.4 $5.1M 71k 71.32
Old Republic International Corporation (ORI) 1.2 $4.4M 186k 23.57
Gci Liberty Incorporated 1.0 $3.7M 60k 62.07
Select Interior Concepts cl a 0.9 $3.4M 263k 12.97
Renaissance Re Holdings Ltd Cmn (RNR) 0.8 $3.0M 16k 193.42
Everest Re Group (EG) 0.8 $2.9M 11k 266.09
Crawford & Company (CRD.A) 0.7 $2.7M 250k 10.88
Adams Express Company (ADX) 0.6 $2.1M 130k 16.45
Corteva 0.5 $2.0M 71k 28.00
Berkshire Hathaway (BRK.B) 0.3 $974k 4.7k 207.94
Coca-Cola Company (KO) 0.2 $739k 14k 54.46
American Intl Group 0.2 $612k 43k 14.27
iShares Russell 1000 Index (IWB) 0.2 $576k 3.5k 164.57
First Horizon National Corporation (FHN) 0.1 $384k 24k 16.21
Kkr & Co (KKR) 0.1 $350k 13k 26.84
Microsoft Corporation (MSFT) 0.1 $287k 2.1k 139.19
Regions Financial Corporation (RF) 0.1 $304k 19k 15.80