NFC Investments as of June 30, 2020
Portfolio Holdings for NFC Investments
NFC Investments holds 41 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mgic Investment Corp Corp (MTG) | 8.4 | $22M | 2.6M | 8.19 | |
| Athene Hldg Cl A | 7.3 | $19M | 602k | 31.19 | |
| Darling International (DAR) | 6.3 | $16M | 667k | 24.62 | |
| Enstar Group SHS (ESGR) | 5.8 | $15M | 98k | 152.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.1 | $13M | 106k | 123.96 | |
| AutoZone (AZO) | 5.0 | $13M | 12k | 1128.14 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.0 | $13M | 9.1k | 1413.61 | |
| Triumph Ban (TFIN) | 4.4 | $11M | 468k | 24.27 | |
| Comcast Corp Cl A (CMCSA) | 4.4 | $11M | 291k | 38.98 | |
| Starwood Property Trust (STWD) | 4.3 | $11M | 747k | 14.96 | |
| Progressive Corporation (PGR) | 4.2 | $11M | 137k | 80.11 | |
| Assured Guaranty (AGO) | 3.9 | $10M | 412k | 24.41 | |
| American International (AIG) | 3.7 | $9.5M | 304k | 31.18 | |
| Chimera Investment Corporation | 3.3 | $8.7M | 901k | 9.61 | |
| Renewable Energy | 3.2 | $8.2M | 332k | 24.78 | |
| American Express Company (AXP) | 2.7 | $6.9M | 72k | 95.20 | |
| Verisign | 2.6 | $6.8M | 33k | 206.84 | |
| Corecivic (CXW) | 2.5 | $6.6M | 704k | 9.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $6.4M | 23k | 283.44 | |
| Essent (ESNT) | 2.5 | $6.3M | 175k | 36.27 | |
| Jernigan Cap | 2.0 | $5.3M | 387k | 13.68 | |
| Store Capital Corp reit | 1.6 | $4.2M | 176k | 23.81 | |
| Gci Liberty Incorporated | 1.4 | $3.6M | 51k | 71.12 | |
| Old Republic International Corporation (ORI) | 1.2 | $3.0M | 186k | 16.31 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.0 | $2.7M | 16k | 171.05 | |
| Everest Re Group (EG) | 0.9 | $2.3M | 11k | 206.18 | |
| Home BancShares (HOMB) | 0.8 | $2.2M | 140k | 15.38 | |
| Adams Express Company (ADX) | 0.8 | $2.0M | 130k | 15.48 | |
| Dupont De Nemours (DD) | 0.8 | $2.0M | 38k | 53.12 | |
| Corteva | 0.4 | $1.1M | 41k | 26.79 | |
| Crawford & Co Cl A (CRD.A) | 0.4 | $1.0M | 129k | 7.89 | |
| Tortoise MLP Fund | 0.3 | $763k | 44k | 17.29 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $761k | 4.3k | 178.60 | |
| Nmi Holdings Cl A (NMIH) | 0.3 | $757k | 47k | 16.09 | |
| Coca-Cola Company (KO) | 0.2 | $611k | 14k | 44.70 | |
| Select Interior Concepts Cl A | 0.1 | $344k | 98k | 3.50 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $338k | 1.7k | 203.37 | |
| Apple (AAPL) | 0.1 | $295k | 808.00 | 365.10 | |
| First Horizon National Corporation (FHN) | 0.1 | $229k | 23k | 9.96 | |
| Regions Financial Corporation (RF) | 0.1 | $214k | 19k | 11.13 | |
| American Intl Group W Exp 01/19/2021 | 0.0 | $48k | 34k | 1.40 |
