NFC Investments as of Dec. 31, 2021
Portfolio Holdings for NFC Investments
NFC Investments holds 42 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Archaea Energy Com Cl A | 9.9 | $48M | 2.6M | 18.28 | |
| Darling International (DAR) | 9.6 | $46M | 665k | 69.29 | |
| Athene Hldg Cl A | 9.5 | $46M | 551k | 83.33 | |
| Mgic Investment Corp Corp (MTG) | 7.8 | $37M | 2.6M | 14.42 | |
| Enstar Group SHS (ESGR) | 6.0 | $29M | 117k | 247.59 | |
| Triumph Ban (TFIN) | 5.7 | $28M | 231k | 119.08 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.1 | $25M | 8.6k | 2893.58 | |
| AutoZone (AZO) | 4.8 | $23M | 11k | 2096.39 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.4 | $21M | 130k | 161.10 | |
| Starwood Property Trust (STWD) | 3.6 | $17M | 710k | 24.30 | |
| American International (AIG) | 3.5 | $17M | 300k | 56.86 | |
| Progressive Corporation (PGR) | 2.9 | $14M | 138k | 102.65 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $14M | 278k | 50.33 | |
| Lennar Corp CL B (LEN.B) | 2.7 | $13M | 134k | 95.62 | |
| American Express Company (AXP) | 2.3 | $11M | 69k | 163.61 | |
| Rent-A-Center (UPBD) | 2.1 | $9.9M | 206k | 48.04 | |
| Old Republic International Corporation (ORI) | 1.9 | $9.2M | 375k | 24.58 | |
| Brigham Minerals Com Cl A | 1.9 | $8.9M | 423k | 21.09 | |
| Verisign | 1.7 | $8.2M | 32k | 253.81 | |
| Essent (ESNT) | 1.7 | $8.0M | 175k | 45.53 | |
| Rice Acquisition Corp Ii Unit 99/99/9999 | 1.5 | $7.0M | 667k | 10.51 | |
| Store Capital Corp reit | 1.3 | $6.3M | 183k | 34.40 | |
| Live Oak Crestview Climate A Unit 99/99/9999 | 1.3 | $6.2M | 611k | 10.20 | |
| Everest Re Group (EG) | 1.1 | $5.2M | 19k | 273.89 | |
| Assured Guaranty (AGO) | 0.8 | $4.0M | 80k | 50.20 | |
| Danimer Scientific Com Cl A (DNMR) | 0.5 | $2.4M | 284k | 8.52 | |
| Hartford Financial Services (HIG) | 0.5 | $2.4M | 35k | 69.03 | |
| Travelers Companies | 0.4 | $2.0M | 13k | 156.46 | |
| Adams Express Company (ADX) | 0.3 | $1.7M | 85k | 19.41 | |
| Corteva | 0.3 | $1.5M | 32k | 47.29 | |
| International Flavors & Fragrances (IFF) | 0.3 | $1.4M | 9.1k | 150.59 | |
| Home BancShares (HOMB) | 0.3 | $1.2M | 50k | 24.36 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $1.2M | 4.1k | 298.94 | |
| Dupont De Nemours (DD) | 0.2 | $1.1M | 13k | 80.81 | |
| Crawford & Co Cl A (CRD.A) | 0.2 | $781k | 104k | 7.49 | |
| Coca-Cola Company (KO) | 0.2 | $779k | 13k | 59.18 | |
| Apple (AAPL) | 0.1 | $713k | 4.0k | 177.50 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $680k | 2.0k | 336.30 | |
| Nmi Holdings Cl A (NMIH) | 0.1 | $600k | 28k | 21.85 | |
| Regions Financial Corporation (RF) | 0.1 | $419k | 19k | 21.78 | |
| First Horizon National Corporation (FHN) | 0.1 | $343k | 21k | 16.34 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $220k | 2.3k | 95.65 |
