NFC Investments as of March 31, 2023
Portfolio Holdings for NFC Investments
NFC Investments holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Westrock Coffee (WEST) | 12.1 | $33M | 2.7M | 12.24 | |
| Apollo Global Mgmt (APO) | 9.8 | $26M | 418k | 63.16 | |
| Mgic Investment Corp Corp (MTG) | 9.6 | $26M | 1.9M | 13.42 | |
| Enstar Group SHS (ESGR) | 7.6 | $20M | 88k | 231.78 | |
| Darling International (DAR) | 6.9 | $19M | 316k | 58.40 | |
| Sitio Royalties Corp Cl A (STR) | 5.8 | $16M | 693k | 22.60 | |
| Starwood Property Trust (STWD) | 5.8 | $16M | 879k | 17.69 | |
| AutoZone (AZO) | 5.7 | $15M | 6.2k | 2458.08 | |
| Progressive Corporation (PGR) | 4.6 | $12M | 87k | 143.06 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 4.6 | $12M | 119k | 104.00 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.8 | $10M | 125k | 81.70 | |
| American International (AIG) | 3.8 | $10M | 201k | 50.36 | |
| Lennar Corp CL B (LEN.B) | 3.0 | $8.1M | 92k | 88.44 | |
| Triumph Ban (TFIN) | 2.9 | $7.8M | 135k | 58.06 | |
| American Express Company (AXP) | 2.6 | $7.0M | 42k | 164.95 | |
| Comcast Corp Cl A (CMCSA) | 2.5 | $6.6M | 175k | 37.91 | |
| Everest Re Group (EG) | 2.1 | $5.7M | 16k | 358.00 | |
| Old Republic International Corporation (ORI) | 1.9 | $5.0M | 200k | 24.97 | |
| Assured Guaranty (AGO) | 0.9 | $2.5M | 49k | 50.27 | |
| Hartford Financial Services (HIG) | 0.9 | $2.4M | 35k | 69.69 | |
| Essent (ESNT) | 0.9 | $2.4M | 59k | 40.05 | |
| Travelers Companies | 0.8 | $2.2M | 13k | 171.38 | |
| Coca-Cola Company (KO) | 0.3 | $817k | 13k | 62.06 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $575k | 26k | 22.32 | |
| Apple (AAPL) | 0.2 | $520k | 3.2k | 165.08 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $447k | 1.6k | 288.39 | |
| Home BancShares (HOMB) | 0.2 | $434k | 20k | 21.70 | |
| Regions Financial Corporation (RF) | 0.1 | $357k | 19k | 18.56 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $302k | 21k | 14.56 | |
| First Horizon National Corporation (FHN) | 0.1 | $267k | 15k | 17.81 | |
| Berkshire Hathaway CL B (BRK.B) | 0.1 | $256k | 830.00 | 308.43 |
