NFC Investments as of June 30, 2021
Portfolio Holdings for NFC Investments
NFC Investments holds 46 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 11.8 | $45M | 662k | 67.50 | |
| Athene Hldg Cl A | 10.3 | $39M | 579k | 67.50 | |
| Mgic Investment Corp Corp (MTG) | 9.2 | $35M | 2.6M | 13.60 | |
| Enstar Group SHS (ESGR) | 6.1 | $23M | 98k | 238.92 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.9 | $23M | 130k | 173.66 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.7 | $22M | 8.7k | 2506.35 | |
| Starwood Property Trust (STWD) | 4.8 | $18M | 704k | 26.17 | |
| Triumph Ban (TFIN) | 4.7 | $18M | 242k | 74.25 | |
| AutoZone (AZO) | 4.4 | $17M | 11k | 1492.23 | |
| Comcast Corp Cl A (CMCSA) | 4.1 | $16M | 274k | 57.02 | |
| American International (AIG) | 3.7 | $14M | 296k | 47.60 | |
| Progressive Corporation (PGR) | 3.5 | $14M | 137k | 98.21 | |
| American Express Company (AXP) | 3.0 | $12M | 69k | 165.23 | |
| Old Republic International Corporation (ORI) | 2.5 | $9.4M | 376k | 24.91 | |
| Brigham Minerals Com Cl A | 2.3 | $8.8M | 412k | 21.29 | |
| Essent (ESNT) | 2.1 | $7.9M | 175k | 44.95 | |
| Verisign | 1.9 | $7.3M | 32k | 227.70 | |
| Danimer Scientific Com Cl A (DNMR) | 1.9 | $7.2M | 287k | 25.05 | |
| Rice Acquisition Corp Com Cl A | 1.6 | $6.1M | 337k | 18.05 | |
| Store Capital Corp reit | 1.6 | $6.0M | 174k | 34.51 | |
| Rice Acquisition Corp Ii Unit 99/99/9999 | 1.5 | $5.7M | 555k | 10.22 | |
| Assured Guaranty (AGO) | 1.0 | $3.8M | 80k | 47.48 | |
| Everest Re Group (EG) | 0.7 | $2.8M | 11k | 252.00 | |
| Adams Express Company (ADX) | 0.7 | $2.7M | 135k | 19.77 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.6 | $2.3M | 16k | 148.81 | |
| Travelers Companies | 0.5 | $1.9M | 13k | 149.69 | |
| International Flavors & Fragrances (IFF) | 0.5 | $1.8M | 12k | 149.40 | |
| Corteva | 0.5 | $1.8M | 40k | 44.35 | |
| Dupont De Nemours (DD) | 0.3 | $1.3M | 17k | 77.41 | |
| Home BancShares (HOMB) | 0.3 | $1.2M | 50k | 24.68 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $1.2M | 4.3k | 277.93 | |
| Crawford & Co Cl A (CRD.A) | 0.3 | $1.2M | 129k | 9.07 | |
| Select Interior Concepts Cl A | 0.2 | $923k | 98k | 9.40 | |
| Coca-Cola Company (KO) | 0.2 | $712k | 13k | 54.09 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $650k | 29k | 22.48 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $572k | 2.1k | 270.83 | |
| Apple (AAPL) | 0.1 | $550k | 4.0k | 136.88 | |
| Pinterest Cl A | 0.1 | $421k | 5.3k | 78.94 | |
| First Horizon National Corporation (FHN) | 0.1 | $397k | 23k | 17.26 | |
| Regions Financial Corporation (RF) | 0.1 | $388k | 19k | 20.17 | |
| Facebook Cl A (META) | 0.1 | $290k | 833.00 | 348.14 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $289k | 3.6k | 81.41 | |
| Starbucks Corporation (SBUX) | 0.1 | $276k | 2.5k | 111.92 | |
| Paypal Holdings (PYPL) | 0.1 | $267k | 917.00 | 291.17 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $207k | 1.3k | 155.29 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $203k | 2.3k | 88.26 |
