NFC Investments as of Dec. 31, 2020
Portfolio Holdings for NFC Investments
NFC Investments holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 11.1 | $38M | 663k | 57.68 | |
| Mgic Investment Corp Corp (MTG) | 9.6 | $33M | 2.6M | 12.55 | |
| Athene Hldg Cl A | 7.5 | $26M | 600k | 43.14 | |
| Danimer Scientific Com Cl A (DNMR) | 7.4 | $25M | 1.1M | 23.51 | |
| Triumph Ban (TFIN) | 6.4 | $22M | 457k | 48.55 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.2 | $21M | 135k | 158.37 | |
| Enstar Group SHS (ESGR) | 5.8 | $20M | 98k | 204.89 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 4.6 | $16M | 9.0k | 1751.83 | |
| Comcast Corp Cl A (CMCSA) | 4.4 | $15M | 288k | 52.40 | |
| Starwood Property Trust (STWD) | 4.1 | $14M | 740k | 19.30 | |
| AutoZone (AZO) | 3.9 | $14M | 11k | 1185.42 | |
| Progressive Corporation (PGR) | 3.9 | $14M | 137k | 98.88 | |
| American International (AIG) | 3.3 | $12M | 304k | 37.86 | |
| Chimera Investment Corporation | 2.7 | $9.2M | 899k | 10.25 | |
| American Express Company (AXP) | 2.5 | $8.7M | 72k | 120.90 | |
| Essent (ESNT) | 2.2 | $7.6M | 175k | 43.20 | |
| Old Republic International Corporation (ORI) | 2.2 | $7.5M | 380k | 19.71 | |
| Verisign | 2.0 | $7.0M | 32k | 216.41 | |
| Store Capital Corp reit | 1.7 | $5.9M | 175k | 33.98 | |
| Corecivic (CXW) | 1.3 | $4.6M | 709k | 6.55 | |
| Assured Guaranty (AGO) | 0.8 | $2.8M | 90k | 31.49 | |
| Dupont De Nemours (DD) | 0.8 | $2.7M | 38k | 71.11 | |
| Everest Re Group (EG) | 0.7 | $2.6M | 11k | 234.09 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $2.6M | 16k | 165.83 | |
| Adams Express Company (ADX) | 0.7 | $2.3M | 130k | 17.95 | |
| Travelers Companies | 0.5 | $1.8M | 13k | 140.38 | |
| Corteva | 0.5 | $1.6M | 41k | 38.73 | |
| Home BancShares (HOMB) | 0.5 | $1.6M | 80k | 19.48 | |
| Nmi Holdings Cl A (NMIH) | 0.3 | $1.0M | 46k | 22.65 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $988k | 4.3k | 231.92 | |
| Crawford & Co Cl A (CRD.A) | 0.3 | $950k | 129k | 7.39 | |
| Coca-Cola Company (KO) | 0.2 | $722k | 13k | 54.85 | |
| Select Interior Concepts Cl A | 0.2 | $702k | 98k | 7.15 | |
| Apple (AAPL) | 0.1 | $509k | 3.8k | 132.55 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $470k | 2.1k | 222.54 | |
| Regions Financial Corporation (RF) | 0.1 | $310k | 19k | 16.12 | |
| First Horizon National Corporation (FHN) | 0.1 | $293k | 23k | 12.74 |
