NFC Investments as of June 30, 2023
Portfolio Holdings for NFC Investments
NFC Investments holds 32 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Westrock Coffee (WEST) | 11.1 | $34M | 3.1M | 10.87 | |
| Apollo Global Mgmt (APO) | 10.7 | $33M | 425k | 76.81 | |
| Mgic Investment Corp Corp (MTG) | 10.1 | $31M | 1.9M | 15.79 | |
| Enstar Group SHS (ESGR) | 7.1 | $22M | 88k | 244.24 | |
| Darling International (DAR) | 7.0 | $21M | 334k | 63.79 | |
| Sitio Royalties Corp Cl A (STR) | 6.1 | $19M | 707k | 26.27 | |
| Starwood Property Trust (STWD) | 5.8 | $18M | 905k | 19.40 | |
| AutoZone (AZO) | 5.2 | $16M | 6.3k | 2493.39 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 4.9 | $15M | 122k | 120.97 | |
| Progressive Corporation (PGR) | 3.8 | $12M | 88k | 132.37 | |
| American International (AIG) | 3.7 | $11M | 197k | 57.54 | |
| Lennar Corp CL B (LEN.B) | 3.5 | $11M | 93k | 112.98 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.4 | $10M | 128k | 80.11 | |
| Triumph Ban (TFIN) | 2.8 | $8.4M | 139k | 60.72 | |
| American Express Company (AXP) | 2.4 | $7.4M | 43k | 174.20 | |
| Comcast Corp Cl A (CMCSA) | 2.4 | $7.3M | 176k | 41.55 | |
| First Horizon National Corporation (FHN) | 1.9 | $5.9M | 521k | 11.27 | |
| Everest Re Group (EG) | 1.8 | $5.5M | 16k | 341.88 | |
| Old Republic International Corporation (ORI) | 1.6 | $4.9M | 196k | 25.17 | |
| Essent (ESNT) | 0.9 | $2.7M | 58k | 46.81 | |
| Hartford Financial Services (HIG) | 0.8 | $2.5M | 35k | 72.03 | |
| Assured Guaranty (AGO) | 0.8 | $2.4M | 42k | 55.80 | |
| Travelers Companies | 0.7 | $2.3M | 13k | 173.69 | |
| Coca-Cola Company (KO) | 0.3 | $793k | 13k | 60.24 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $663k | 26k | 25.84 | |
| Apple (AAPL) | 0.2 | $611k | 3.2k | 193.97 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $520k | 1.5k | 340.98 | |
| Home BancShares (HOMB) | 0.2 | $459k | 20k | 22.82 | |
| Berkshire Hathaway CL B (BRK.B) | 0.1 | $404k | 1.2k | 340.64 | |
| Regions Financial Corporation (RF) | 0.1 | $343k | 19k | 17.83 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $311k | 21k | 14.99 | |
| Kkr & Co Cl A (KKR) | 0.1 | $299k | 5.3k | 55.99 |
