NFC Investments as of Dec. 31, 2023
Portfolio Holdings for NFC Investments
NFC Investments holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 12.1 | $39M | 419k | 93.19 | |
| Mgic Investment Corp Corp (MTG) | 11.5 | $37M | 1.9M | 19.29 | |
| Westrock Coffee (WEST) | 11.0 | $35M | 3.5M | 10.21 | |
| Enstar Group SHS (ESGR) | 8.0 | $26M | 87k | 294.35 | |
| Darling International (DAR) | 7.0 | $23M | 451k | 49.84 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.3 | $17M | 121k | 140.93 | |
| AutoZone (AZO) | 5.0 | $16M | 6.3k | 2585.57 | |
| Progressive Corporation (PGR) | 4.3 | $14M | 88k | 159.29 | |
| Starwood Property Trust (STWD) | 4.1 | $13M | 630k | 21.02 | |
| Lennar Corp CL B (LEN.B) | 3.9 | $13M | 93k | 134.05 | |
| Triumph Ban (TFIN) | 3.4 | $11M | 138k | 80.18 | |
| Everest Re Group (EG) | 3.3 | $11M | 31k | 353.57 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.2 | $10M | 128k | 80.59 | |
| Sitio Royalties Corp Cl A (STR) | 2.9 | $9.3M | 397k | 23.51 | |
| American Express Company (AXP) | 2.5 | $8.0M | 43k | 187.33 | |
| Comcast Corp Cl A (CMCSA) | 2.4 | $7.7M | 176k | 43.85 | |
| First Horizon National Corporation (FHN) | 2.2 | $7.1M | 500k | 14.16 | |
| American International (AIG) | 2.1 | $6.9M | 102k | 67.75 | |
| Old Republic International Corporation (ORI) | 1.8 | $5.7M | 195k | 29.40 | |
| Essent (ESNT) | 0.9 | $3.0M | 56k | 52.75 | |
| Hartford Financial Services (HIG) | 0.9 | $2.8M | 35k | 80.37 | |
| Travelers Companies | 0.8 | $2.5M | 13k | 190.46 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.3 | $1.1M | 53k | 21.19 | |
| Coca-Cola Company (KO) | 0.2 | $776k | 13k | 58.95 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $762k | 26k | 29.70 | |
| Apple (AAPL) | 0.2 | $607k | 3.2k | 192.64 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $574k | 1.5k | 376.39 | |
| Berkshire Hathaway CL B (BRK.B) | 0.1 | $423k | 1.2k | 356.66 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $416k | 22k | 18.96 | |
| Regions Financial Corporation (RF) | 0.1 | $373k | 19k | 19.39 | |
| Home BancShares (HOMB) | 0.1 | $256k | 10k | 25.32 |
