NFC Investments, LLC

Institutional manager (13F) · CIK 1512858

13F holdings · as of 2026-03-31 · top 41 · reported portfolio $359k

#	Issuer	Value	Shares
1	MGIC INVESTMENT CORP	$46k	1,766,601
2	APOLLO GLOBAL MGMT INC	$34k	303,051
3	DARLING INGREDIENTS INC	$28k	449,690
4	ALPHABET INC CAP STK	$26k	90,732
5	PROGRESSIVE CORP OHIO	$26k	129,641
6	AUTOZONE INC	$19k	5,624
7	FIDELIS INSURANCE HOLDINGS LTD	$18k	916,412
8	TARGA RES CORP	$17k	66,501
9	WESTROCK COFFEE CO	$15k	3,529,748
10	RANGE RES CORP	$12k	264,958
11	STARWOOD PPTY TR INC	$12k	672,514
12	AMERICAN EXPRESS CO	$12k	38,130
13	TOLL BROTHERS INC	$11k	79,138
14	EVEREST RE GROUP LTD	$10k	29,123
15	ENERGY TRANSFER L P	$9k	477,757
16	CAPITAL ONE FINANCIAL CORP	$8k	45,019
17	U HAUL HOLDING COMPANY	$8k	178,373
18	TRIUMPH FINANCIAL INC	$8k	127,533
19	KINDER MORGAN INC DEL	$7k	212,550
20	OLD REP INTL CORP	$6k	153,250
21	VIPER ENERGY INC	$6k	122,530
22	HARTFORD FINL SVCS CORP	$5k	35,000
23	TRAVELERS GROUP INC	$4k	13,000
24	ESSENT GROUP LTD	$3k	49,133
25	REDWOOD TRUST INC	$3k	474,494
26	ALLIANCE RESOURCE PARTNERS L	$2k	65,700
27	FIRST HORIZON NATIONAL CORP	$1k	60,520
28	COCA COLA CO	$951	12,500
29	MILLROSE PPTYS INC	$868	30,992
30	NMI HOLDINGS INC	$623	16,620
31	BERKSHIRE HATHAWAY INC	$563	1,176
32	REGIONS FINANCIAL CORP	$502	19,235
33	MICROSOFT CORP	$457	1,234
34	KKR & CO INC	$439	4,750
35	BANK OF AMERICA CORP	$407	8,347
36	FEDEX CORP	$384	1,077
37	APPLE INC	$366	1,440
38	ALPHABET INC CAP STK	$268	930
39	INVESCO QQQ TR	$260	450
40	PINNACLE FINL PARTNERS	$260	3,014
41	VANGUARD WORLD FD	$259	704

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.