NFC Investments as of Dec. 31, 2019
Portfolio Holdings for NFC Investments
NFC Investments holds 41 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGIC Investment (MTG) | 9.6 | $38M | 2.7M | 14.17 | |
| Athene Holding Ltd Cl A | 8.2 | $32M | 688k | 47.03 | |
| AutoZone (AZO) | 6.1 | $24M | 20k | 1191.30 | |
| Enstar Group (ESGR) | 5.4 | $21M | 104k | 206.86 | |
| Starwood Property Trust (STWD) | 5.3 | $21M | 839k | 24.86 | |
| Chimera Investment Corporation | 5.2 | $21M | 1.0M | 20.56 | |
| Assured Guaranty (AGO) | 5.2 | $21M | 420k | 49.02 | |
| Triumph Ban (TFIN) | 4.8 | $19M | 504k | 38.02 | |
| Air Lease Corp (AL) | 4.6 | $18M | 381k | 47.52 | |
| American International (AIG) | 4.5 | $18M | 348k | 51.33 | |
| Renewable Energy | 3.8 | $15M | 564k | 26.95 | |
| Liberty Broadband Cl C (LBRDK) | 3.8 | $15M | 118k | 125.75 | |
| Comcast Corporation (CMCSA) | 3.6 | $14M | 314k | 44.97 | |
| Alphabet Inc Class C cs (GOOG) | 3.6 | $14M | 11k | 1337.00 | |
| Capital One Financial (COF) | 3.5 | $14M | 136k | 102.90 | |
| Darling International (DAR) | 3.1 | $13M | 445k | 28.08 | |
| Tortoise MLP Fund | 2.2 | $8.9M | 811k | 10.96 | |
| Jernigan Cap | 2.2 | $8.8M | 457k | 19.14 | |
| Store Capital Corp reit | 2.0 | $7.9M | 213k | 37.24 | |
| Corecivic (CXW) | 2.0 | $7.8M | 449k | 17.38 | |
| Gx Acquisiton Unt | 1.8 | $7.0M | 679k | 10.31 | |
| Home BancShares (HOMB) | 1.5 | $5.8M | 295k | 19.66 | |
| Dupont De Nemours (DD) | 1.1 | $4.4M | 69k | 64.20 | |
| Gci Liberty Incorporated | 1.1 | $4.2M | 60k | 70.85 | |
| Old Republic International Corporation (ORI) | 1.1 | $4.2M | 186k | 22.37 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.8 | $3.0M | 16k | 196.00 | |
| Everest Re Group (EG) | 0.8 | $3.0M | 11k | 276.82 | |
| Adams Express Company (ADX) | 0.5 | $2.1M | 130k | 16.38 | |
| Corteva | 0.5 | $2.0M | 69k | 29.56 | |
| Crawford & Company (CRD.A) | 0.5 | $1.9M | 162k | 11.47 | |
| Select Interior Concepts cl a | 0.4 | $1.7M | 185k | 8.99 | |
| Progressive Corporation (PGR) | 0.3 | $1.1M | 15k | 72.40 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $965k | 4.3k | 226.47 | |
| Coca-Cola Company (KO) | 0.2 | $751k | 14k | 55.35 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $624k | 3.5k | 178.29 | |
| American Intl Group | 0.1 | $425k | 41k | 10.27 | |
| First Horizon National Corporation (FHN) | 0.1 | $386k | 23k | 16.57 | |
| Microsoft Corporation (MSFT) | 0.1 | $325k | 2.1k | 157.61 | |
| Regions Financial Corporation (RF) | 0.1 | $330k | 19k | 17.16 | |
| Apple (AAPL) | 0.1 | $296k | 1.0k | 293.65 | |
| Kkr & Co (KKR) | 0.1 | $253k | 8.7k | 29.11 |
