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NFC Investments, LLC

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
MGIC INVESTMENT CORP—$52.2K1,785,37814.7%
Apollo Global Management, Inc.—$42.6K294,17812.0%
ALPHABET INC CAP STK—$34.0K108,2239.6%
AUTOZONE INC—$19.1K5,6385.4%
PROGRESSIVE CORP/OH—$18.8K82,4135.3%
DARLING INGREDIENTS INC.—$16.6K462,3564.7%
Pelagos Insurance Capital Ltd—$15.8K809,4544.5%
Westrock Coffee CoWESTCommon Stock$15.2K3,745,9594.3%
AMERICAN EXPRESS CO—$14.3K38,7834.1%
TARGA RES CORP—$12.4K67,3963.5%
STARWOOD PROPERTY TRUST, INC.—$12.3K683,8893.5%
LENNAR CORP—$10.8K113,3113.0%
EVEREST GROUP, LTD.—$9.9K29,2022.8%
RANGE RESOURCES CORP—$9.5K269,4782.7%
Triumph Financial, Inc.—$8.0K127,1582.2%
ENERGY TRANSFER L P—$7.8K471,2362.2%
OLD REPUBLIC INTERNATIONAL CORP—$7.2K157,5002.0%
U-Haul Holding Co—$6.7K144,2121.9%
KINDER MORGAN INC DEL—$6.2K225,6001.8%
Viper Energy, Inc.—$4.9K127,6521.4%
HARTFORD INSURANCE GROUP, INC.—$4.8K35,0001.4%
TRAVELERS GROUP INC—$3.8K13,0001.1%
EQUITABLE HOLDINGS, INC.—$3.6K75,3001.0%
Essent Group Ltd.—$3.4K51,9581.0%
REDWOOD TRUST INC—$2.8K499,4570.8%
Millrose Properties, Inc.—$2.4K79,4610.7%
ALLIANCE RESOURCE PARTNERS LPARLPMLP$1.6K69,7000.5%
NMI Holdings, Inc.—$98324,1100.3%
COCA COLA CO—$87412,5000.2%
MICROSOFT CORP—$7181,4850.2%
KKR & CO INC—$6044,7400.2%
Warren E. Buffett—$5911,1760.2%
Apple Inc.—$5662,0800.2%
Regions Financial Corp—$52119,2350.1%
TIPTREE INC—$40622,2460.1%
FEDEX CORP—$3111,0750.1%
ALPHABET INC CAP STK—$2919300.1%
VANGUARD WORLD FD—$2907040.1%
NVIDIA CORP—$2821,5140.1%
Home BancShares Inc/AR—$27810,0000.1%
INVESCO QQQ TR—$2764500.1%
FIRST HORIZON CORP—$2279,4980.1%
FIDELITY COMWLTH—$2132,3300.1%
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