NFC Investments as of March 31, 2020
Portfolio Holdings for NFC Investments
NFC Investments holds 41 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGIC Investment (MTG) | 7.2 | $18M | 2.8M | 6.35 | |
| AutoZone (AZO) | 7.1 | $17M | 20k | 846.00 | |
| Enstar Group (ESGR) | 7.1 | $17M | 108k | 159.05 | |
| Athene Holding Ltd Cl A | 6.7 | $16M | 656k | 24.82 | |
| Darling International (DAR) | 5.7 | $14M | 725k | 19.17 | |
| Triumph Ban (TFIN) | 5.5 | $13M | 508k | 26.00 | |
| Liberty Broadband Cl C (LBRDK) | 5.4 | $13M | 117k | 110.72 | |
| Alphabet Inc Class C cs (GOOG) | 4.9 | $12M | 10k | 1162.84 | |
| Assured Guaranty (AGO) | 4.7 | $11M | 440k | 25.79 | |
| Renewable Energy | 4.6 | $11M | 546k | 20.53 | |
| Comcast Corporation (CMCSA) | 4.3 | $10M | 303k | 34.38 | |
| Chimera Investment Corporation | 3.7 | $8.9M | 976k | 9.10 | |
| Starwood Property Trust (STWD) | 3.5 | $8.4M | 820k | 10.25 | |
| American International (AIG) | 3.3 | $8.0M | 329k | 24.25 | |
| American Express Company (AXP) | 2.9 | $7.1M | 83k | 85.61 | |
| Verisign | 2.6 | $6.2M | 34k | 180.09 | |
| Vanguard S&p 500 Etf idx (VOO) | 2.2 | $5.4M | 23k | 236.83 | |
| Nmi Hldgs Inc cl a (NMIH) | 2.1 | $5.0M | 433k | 11.61 | |
| Corecivic (CXW) | 2.0 | $4.8M | 428k | 11.17 | |
| Jernigan Cap | 2.0 | $4.8M | 434k | 10.96 | |
| Progressive Corporation (PGR) | 1.5 | $3.7M | 51k | 73.84 | |
| Store Capital Corp reit | 1.5 | $3.6M | 201k | 18.12 | |
| Gci Liberty Incorporated | 1.4 | $3.3M | 59k | 56.98 | |
| Home BancShares (HOMB) | 1.2 | $2.9M | 245k | 11.99 | |
| Old Republic International Corporation (ORI) | 1.2 | $2.8M | 186k | 15.25 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.0 | $2.3M | 16k | 149.32 | |
| Everest Re Group (EG) | 0.9 | $2.1M | 11k | 192.45 | |
| Dupont De Nemours (DD) | 0.7 | $1.8M | 52k | 34.10 | |
| Adams Express Company (ADX) | 0.7 | $1.7M | 130k | 13.08 | |
| Corteva | 0.6 | $1.4M | 58k | 23.49 | |
| Crawford & Company (CRD.A) | 0.4 | $925k | 129k | 7.20 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $779k | 4.3k | 182.82 | |
| Essent (ESNT) | 0.3 | $619k | 24k | 26.34 | |
| Coca-Cola Company (KO) | 0.2 | $600k | 14k | 44.22 | |
| Tortoise MLP Fund | 0.2 | $579k | 678k | 0.85 | |
| Microsoft Corporation (MSFT) | 0.1 | $246k | 1.6k | 157.49 | |
| Select Interior Concepts cl a | 0.1 | $235k | 113k | 2.07 | |
| Apple (AAPL) | 0.1 | $205k | 808.00 | 253.71 | |
| First Horizon National Corporation (FHN) | 0.1 | $188k | 23k | 8.07 | |
| Regions Financial Corporation (RF) | 0.1 | $173k | 19k | 8.99 | |
| American Intl Group | 0.0 | $27k | 34k | 0.79 |
