NFC Investments as of March 31, 2022
Portfolio Holdings for NFC Investments
NFC Investments holds 38 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Archaea Energy Com Cl A | 12.9 | $57M | 2.6M | 21.93 | |
| Darling International (DAR) | 9.0 | $40M | 499k | 80.38 | |
| Apollo Global Mgmt (APO) | 8.5 | $38M | 609k | 61.99 | |
| Mgic Investment Corp Corp (MTG) | 7.8 | $35M | 2.6M | 13.55 | |
| Enstar Group SHS (ESGR) | 6.8 | $31M | 117k | 261.15 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.4 | $24M | 8.6k | 2793.04 | |
| AutoZone (AZO) | 5.1 | $23M | 11k | 2044.61 | |
| Triumph Ban (TFIN) | 4.9 | $22M | 234k | 94.02 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.0 | $18M | 131k | 135.32 | |
| American International (AIG) | 3.9 | $17M | 276k | 62.77 | |
| Starwood Property Trust (STWD) | 3.9 | $17M | 714k | 24.17 | |
| Progressive Corporation (PGR) | 3.3 | $15M | 128k | 113.99 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $13M | 280k | 46.82 | |
| American Express Company (AXP) | 2.9 | $13M | 69k | 187.00 | |
| Brigham Minerals Com Cl A | 2.5 | $11M | 428k | 25.55 | |
| Old Republic International Corporation (ORI) | 2.2 | $9.6M | 372k | 25.87 | |
| Lennar Corp CL B (LEN.B) | 2.1 | $9.3M | 135k | 68.35 | |
| Essent (ESNT) | 1.6 | $7.2M | 175k | 41.21 | |
| Rice Acquisition Corp Ii Cl A | 1.4 | $6.2M | 632k | 9.86 | |
| Live Oak Crestview Climate A Unit 99/99/9999 | 1.3 | $5.9M | 607k | 9.79 | |
| Store Capital Corp reit | 1.2 | $5.4M | 186k | 29.23 | |
| Assured Guaranty (AGO) | 1.1 | $5.1M | 80k | 63.66 | |
| Verisign | 1.1 | $5.1M | 23k | 222.46 | |
| Everest Re Group (EG) | 1.1 | $4.8M | 16k | 301.38 | |
| Hartford Financial Services (HIG) | 0.6 | $2.5M | 35k | 71.80 | |
| Travelers Companies | 0.5 | $2.4M | 13k | 182.69 | |
| Rent-A-Center (UPBD) | 0.3 | $1.6M | 62k | 25.20 | |
| Adams Express Company (ADX) | 0.3 | $1.5M | 80k | 18.44 | |
| Berkshire Hathaway CL B (BRK.B) | 0.3 | $1.4M | 4.1k | 352.87 | |
| Home BancShares (HOMB) | 0.2 | $904k | 40k | 22.60 | |
| Coca-Cola Company (KO) | 0.2 | $816k | 13k | 61.99 | |
| Apple (AAPL) | 0.2 | $701k | 4.0k | 174.51 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $608k | 2.0k | 308.32 | |
| Nmi Holdings Cl A (NMIH) | 0.1 | $566k | 28k | 20.61 | |
| First Horizon National Corporation (FHN) | 0.1 | $470k | 20k | 23.51 | |
| Regions Financial Corporation (RF) | 0.1 | $428k | 19k | 22.25 | |
| Rice Acquisition Corp Ii Unit 99/99/9999 | 0.1 | $346k | 35k | 10.00 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $212k | 2.3k | 92.17 |
