NFC Investments as of Dec. 31, 2022
Portfolio Holdings for NFC Investments
NFC Investments holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 11.9 | $39M | 603k | 63.79 | |
| Mgic Investment Corp Corp (MTG) | 9.9 | $32M | 2.5M | 13.00 | |
| Darling International (DAR) | 9.7 | $31M | 500k | 62.59 | |
| Westrock Coffee (WEST) | 8.5 | $27M | 2.1M | 13.36 | |
| Enstar Group SHS (ESGR) | 8.4 | $27M | 117k | 231.04 | |
| AutoZone (AZO) | 5.4 | $18M | 7.1k | 2466.23 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.6 | $15M | 195k | 76.27 | |
| Sitio Royalties Corp Cl A (STR) | 4.3 | $14M | 483k | 28.85 | |
| American International (AIG) | 4.1 | $13M | 211k | 63.24 | |
| Starwood Property Trust (STWD) | 3.9 | $13M | 681k | 18.33 | |
| Progressive Corporation (PGR) | 3.8 | $12M | 95k | 129.71 | |
| Triumph Ban (TFIN) | 3.6 | $12M | 236k | 48.87 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 3.1 | $10M | 114k | 88.73 | |
| Old Republic International Corporation (ORI) | 2.8 | $8.9M | 370k | 24.15 | |
| Lennar Corp CL B (LEN.B) | 2.1 | $6.7M | 89k | 74.78 | |
| American Express Company (AXP) | 2.1 | $6.7M | 45k | 147.76 | |
| Comcast Corp Cl A (CMCSA) | 2.0 | $6.5M | 185k | 34.97 | |
| Everest Re Group (EG) | 1.6 | $5.3M | 16k | 331.25 | |
| Assured Guaranty (AGO) | 1.5 | $5.0M | 80k | 62.26 | |
| Essent (ESNT) | 1.4 | $4.5M | 117k | 38.88 | |
| Rice Acquisition Corp Ii Cl A | 1.2 | $4.0M | 395k | 10.17 | |
| Hartford Financial Services (HIG) | 0.8 | $2.7M | 35k | 75.83 | |
| Travelers Companies | 0.8 | $2.4M | 13k | 187.46 | |
| Verisign | 0.5 | $1.6M | 7.6k | 205.44 | |
| Store Capital Corp reit | 0.5 | $1.5M | 47k | 32.06 | |
| Berkshire Hathaway CL B (BRK.B) | 0.4 | $1.2M | 4.0k | 309.00 | |
| Coca-Cola Company (KO) | 0.3 | $837k | 13k | 63.58 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $538k | 26k | 20.89 | |
| First Horizon National Corporation (FHN) | 0.1 | $465k | 19k | 24.48 | |
| Home BancShares (HOMB) | 0.1 | $456k | 20k | 22.80 | |
| Apple (AAPL) | 0.1 | $454k | 3.5k | 129.83 | |
| Regions Financial Corporation (RF) | 0.1 | $415k | 19k | 21.58 | |
| Microsoft Corp Corp (MSFT) | 0.1 | $372k | 1.6k | 240.00 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $287k | 21k | 13.83 |
