NFC Investments as of March 31, 2024
Portfolio Holdings for NFC Investments
NFC Investments holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 13.5 | $47M | 416k | 112.45 | |
| Mgic Investment Corp Corp (MTG) | 12.3 | $43M | 1.9M | 22.36 | |
| Westrock Coffee (WEST) | 10.2 | $36M | 3.4M | 10.33 | |
| Enstar Group SHS (ESGR) | 6.7 | $23M | 75k | 310.75 | |
| Darling International (DAR) | 6.2 | $22M | 466k | 46.51 | |
| AutoZone (AZO) | 5.6 | $20M | 6.2k | 3151.72 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 5.2 | $18M | 119k | 152.26 | |
| Progressive Corporation (PGR) | 5.2 | $18M | 88k | 206.82 | |
| Lennar Corp CL B (LEN.B) | 4.1 | $14M | 93k | 154.18 | |
| Starwood Property Trust (STWD) | 3.6 | $13M | 618k | 20.33 | |
| Everest Re Group (EG) | 3.5 | $12M | 30k | 397.50 | |
| Triumph Ban (TFIN) | 3.1 | $11M | 137k | 79.32 | |
| Sitio Royalties Corp Cl A (STR) | 2.8 | $9.7M | 393k | 24.72 | |
| American Express Company (AXP) | 2.8 | $9.7M | 43k | 227.68 | |
| American International (AIG) | 2.3 | $8.0M | 103k | 78.17 | |
| First Horizon National Corporation (FHN) | 2.2 | $7.6M | 494k | 15.40 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $7.6M | 175k | 43.35 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.1 | $7.2M | 126k | 57.23 | |
| Old Republic International Corporation (ORI) | 1.7 | $6.0M | 194k | 30.72 | |
| Hartford Financial Services (HIG) | 1.0 | $3.6M | 35k | 103.06 | |
| Essent (ESNT) | 1.0 | $3.3M | 56k | 59.50 | |
| Travelers Companies | 0.9 | $3.0M | 13k | 230.15 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.4 | $1.4M | 68k | 20.04 | |
| Coca-Cola Company (KO) | 0.2 | $805k | 13k | 61.15 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $802k | 25k | 32.33 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $642k | 1.5k | 420.98 | |
| Apple (AAPL) | 0.2 | $540k | 3.2k | 171.37 | |
| Kkr & Co Cl A (KKR) | 0.1 | $517k | 5.1k | 100.58 | |
| Berkshire Hathaway CL B (BRK.B) | 0.1 | $498k | 1.2k | 419.90 | |
| Regions Financial Corporation (RF) | 0.1 | $405k | 19k | 21.06 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $379k | 22k | 17.27 | |
| Home BancShares (HOMB) | 0.1 | $246k | 10k | 24.60 |
