NFC Investments as of Dec. 31, 2024
Portfolio Holdings for NFC Investments
NFC Investments holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 14.1 | $51M | 308k | 165.16 | |
| Mgic Investment Corp Corp (MTG) | 12.4 | $45M | 1.9M | 23.71 | |
| Westrock Coffee (WEST) | 7.2 | $26M | 4.0M | 6.42 | |
| Alphabet Inc Cap Stk Cl A (GOOG) | 6.2 | $23M | 118k | 190.45 | |
| Enstar Group SHS (ESGR) | 5.8 | $21M | 66k | 322.05 | |
| Progressive Corporation (PGR) | 5.8 | $21M | 88k | 239.61 | |
| AutoZone (AZO) | 5.5 | $20M | 6.2k | 3202.00 | |
| Darling International (DAR) | 4.4 | $16M | 476k | 33.69 | |
| Lennar Corp CL B (LEN.B) | 4.4 | $16M | 121k | 132.15 | |
| American Express Company (AXP) | 3.5 | $13M | 42k | 296.80 | |
| Triumph Ban (TFIN) | 3.4 | $12M | 135k | 90.88 | |
| Starwood Property Trust (STWD) | 3.3 | $12M | 638k | 18.95 | |
| Everest Re Group (EG) | 3.0 | $11M | 30k | 362.45 | |
| First Horizon National Corporation (FHN) | 2.8 | $10M | 496k | 20.14 | |
| Sitio Royalties Corp Cl A (STR) | 2.1 | $7.6M | 396k | 19.18 | |
| American International (AIG) | 2.1 | $7.5M | 103k | 72.80 | |
| Old Republic International Corporation (ORI) | 1.9 | $7.0M | 193k | 36.19 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.7 | $6.1M | 309k | 19.59 | |
| Range Resources (RRC) | 1.5 | $5.4M | 150k | 35.98 | |
| Kinder Morgan (KMI) | 1.4 | $5.0M | 183k | 27.40 | |
| Hartford Financial Services (HIG) | 1.1 | $3.8M | 35k | 109.40 | |
| Equitable Holdings (EQH) | 1.0 | $3.5M | 75k | 47.17 | |
| Fidelis Insurance Holdings L (FIHL) | 0.9 | $3.3M | 183k | 18.13 | |
| Redwood Trust (RWT) | 0.9 | $3.2M | 495k | 6.53 | |
| Travelers Companies | 0.9 | $3.1M | 13k | 240.92 | |
| Essent (ESNT) | 0.9 | $3.1M | 57k | 54.44 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.5 | $1.8M | 70k | 26.29 | |
| Nmi Holdings Cl A (NMIH) | 0.2 | $890k | 24k | 36.76 | |
| Coca-Cola Company (KO) | 0.2 | $813k | 13k | 62.23 | |
| Kkr & Co Cl A (KKR) | 0.2 | $760k | 5.1k | 147.86 | |
| Microsoft Corp Corp (MSFT) | 0.2 | $632k | 1.5k | 421.33 | |
| Berkshire Hathaway CL B (BRK.B) | 0.1 | $538k | 1.2k | 453.63 | |
| Apple (AAPL) | 0.1 | $526k | 2.1k | 250.48 | |
| Tiptree Finl Inc cl a (TIPT) | 0.1 | $458k | 22k | 20.87 | |
| Regions Financial Corporation (RF) | 0.1 | $452k | 19k | 23.50 | |
| Home BancShares (HOMB) | 0.1 | $283k | 10k | 28.30 | |
| NVIDIA Corporation (NVDA) | 0.1 | $270k | 2.0k | 134.06 |
