NFC Investments as of March 31, 2021
Portfolio Holdings for NFC Investments
NFC Investments holds 47 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 12.4 | $47M | 635k | 73.58 | |
| Mgic Investment Corp Corp (MTG) | 9.5 | $36M | 2.6M | 13.85 | |
| Athene Hldg Cl A | 7.8 | $29M | 579k | 50.40 | |
| Enstar Group SHS (ESGR) | 6.4 | $24M | 98k | 246.73 | |
| Triumph Ban (TFIN) | 5.9 | $22M | 287k | 77.39 | |
| Danimer Scientific Com Cl A (DNMR) | 5.8 | $22M | 574k | 37.75 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.2 | $19M | 129k | 150.15 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 4.8 | $18M | 8.7k | 2068.66 | |
| Starwood Property Trust (STWD) | 4.7 | $18M | 710k | 24.74 | |
| AutoZone (AZO) | 4.2 | $16M | 11k | 1404.26 | |
| Comcast Corp Cl A (CMCSA) | 3.9 | $15M | 273k | 54.11 | |
| American International (AIG) | 3.6 | $14M | 297k | 46.21 | |
| Progressive Corporation (PGR) | 3.5 | $13M | 137k | 95.61 | |
| American Express Company (AXP) | 2.6 | $9.8M | 69k | 141.45 | |
| Essent (ESNT) | 2.2 | $8.3M | 175k | 47.49 | |
| Old Republic International Corporation (ORI) | 2.2 | $8.3M | 380k | 21.84 | |
| Verisign | 1.7 | $6.4M | 32k | 198.77 | |
| Corecivic (CXW) | 1.7 | $6.3M | 692k | 9.05 | |
| Brigham Minerals Com Cl A | 1.6 | $6.1M | 417k | 14.64 | |
| Store Capital Corp reit | 1.6 | $5.9M | 175k | 33.50 | |
| Chimera Investment Corporation | 1.3 | $4.8M | 380k | 12.70 | |
| Assured Guaranty (AGO) | 0.9 | $3.4M | 80k | 42.27 | |
| Everest Re Group (EG) | 0.7 | $2.7M | 11k | 247.82 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $2.5M | 16k | 160.22 | |
| Adams Express Company (ADX) | 0.7 | $2.5M | 130k | 18.96 | |
| International Flavors & Fragrances (IFF) | 0.5 | $2.0M | 14k | 139.61 | |
| Travelers Companies | 0.5 | $2.0M | 13k | 150.38 | |
| Corteva | 0.5 | $1.9M | 41k | 46.62 | |
| Crawford & Co Cl A (CRD.A) | 0.4 | $1.4M | 129k | 10.65 | |
| Home BancShares (HOMB) | 0.4 | $1.4M | 50k | 27.06 | |
| Dupont De Nemours (DD) | 0.3 | $1.2M | 15k | 77.31 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $1.1M | 4.3k | 255.40 | |
| Select Interior Concepts Cl A | 0.2 | $707k | 98k | 7.20 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $698k | 30k | 23.65 | |
| Coca-Cola Company (KO) | 0.2 | $694k | 13k | 52.72 | |
| Apple (AAPL) | 0.1 | $515k | 4.2k | 122.10 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $498k | 2.1k | 235.80 | |
| Facebook Cl A (META) | 0.1 | $425k | 1.4k | 294.93 | |
| Regions Financial Corporation (RF) | 0.1 | $397k | 19k | 20.64 | |
| Pinterest Cl A | 0.1 | $395k | 5.3k | 74.07 | |
| First Horizon National Corporation (FHN) | 0.1 | $389k | 23k | 16.92 | |
| Penn National Gaming (PENN) | 0.1 | $349k | 3.3k | 104.71 | |
| Amazon (AMZN) | 0.1 | $308k | 100.00 | 3080.00 | |
| Paypal Holdings (PYPL) | 0.1 | $287k | 1.2k | 242.60 | |
| Starbucks Corporation (SBUX) | 0.1 | $270k | 2.5k | 109.49 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $204k | 2.3k | 88.70 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $203k | 1.3k | 152.29 |
