NFC Investments as of Sept. 30, 2020
Portfolio Holdings for NFC Investments
NFC Investments holds 39 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 9.0 | $24M | 663k | 36.03 | |
| Mgic Investment Corp Corp (MTG) | 8.8 | $23M | 2.6M | 8.86 | |
| Athene Hldg Cl A | 7.7 | $21M | 601k | 34.08 | |
| Enstar Group SHS (ESGR) | 6.0 | $16M | 98k | 161.50 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.7 | $15M | 105k | 142.87 | |
| Triumph Ban (TFIN) | 5.4 | $14M | 460k | 31.14 | |
| AutoZone (AZO) | 5.1 | $14M | 11k | 1177.65 | |
| Comcast Corp Cl A (CMCSA) | 5.0 | $13M | 288k | 46.26 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.0 | $13M | 9.0k | 1469.64 | |
| Progressive Corporation (PGR) | 4.9 | $13M | 137k | 94.67 | |
| Starwood Property Trust (STWD) | 4.2 | $11M | 741k | 15.09 | |
| American International (AIG) | 3.2 | $8.4M | 305k | 27.53 | |
| Chimera Investment Corporation | 2.8 | $7.4M | 900k | 8.20 | |
| Assured Guaranty (AGO) | 2.7 | $7.3M | 340k | 21.48 | |
| American Express Company (AXP) | 2.7 | $7.2M | 72k | 100.25 | |
| Verisign | 2.5 | $6.6M | 32k | 204.85 | |
| Essent (ESNT) | 2.4 | $6.5M | 175k | 37.01 | |
| Jernigan Cap | 2.2 | $5.8M | 340k | 17.14 | |
| Corecivic (CXW) | 2.1 | $5.7M | 710k | 8.00 | |
| Old Republic International Corporation (ORI) | 2.1 | $5.6M | 380k | 14.74 | |
| Store Capital Corp reit | 1.8 | $4.8M | 175k | 27.43 | |
| Gci Liberty Incorporated | 1.6 | $4.2M | 51k | 81.96 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.0 | $2.6M | 16k | 169.76 | |
| Everest Re Group (EG) | 0.8 | $2.2M | 11k | 199.36 | |
| Adams Express Company (ADX) | 0.8 | $2.2M | 130k | 16.83 | |
| Dupont De Nemours (DD) | 0.8 | $2.1M | 38k | 55.48 | |
| Home BancShares (HOMB) | 0.7 | $2.0M | 130k | 15.16 | |
| Travelers Companies | 0.5 | $1.4M | 13k | 108.15 | |
| Corteva | 0.4 | $1.2M | 41k | 28.81 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $907k | 4.3k | 212.86 | |
| Crawford & Co Cl A (CRD.A) | 0.3 | $840k | 129k | 6.54 | |
| Nmi Holdings Cl A (NMIH) | 0.3 | $819k | 46k | 17.80 | |
| Select Interior Concepts Cl A | 0.3 | $677k | 98k | 6.89 | |
| Coca-Cola Company (KO) | 0.2 | $650k | 13k | 49.38 | |
| Apple (AAPL) | 0.1 | $374k | 3.2k | 115.72 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $350k | 1.7k | 210.59 | |
| Regions Financial Corporation (RF) | 0.1 | $222k | 19k | 11.54 | |
| First Horizon National Corporation (FHN) | 0.1 | $217k | 23k | 9.44 | |
| American Intl Group W Exp 01/19/2021 | 0.0 | $5.0k | 31k | 0.16 |
