CIK 1512858
NFC Investments, LLC
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTG | MGIC INVESTMENT CORP | 1.8M | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 294K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK | 108K | $1M+ | SH |
| AZO | AUTOZONE INC | 6K | $1M+ | SH |
| PGR | PROGRESSIVE CORP OHIO | 82K | $1M+ | SH |
| DAR | DARLING INGREDIENTS INC | 462K | $1M+ | SH |
| FIHL | FIDELIS INSURANCE HOLDINGS LTD | 809K | $1M+ | SH |
| WEST | WESTROCK COFFEE CO | 3.7M | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 39K | $1M+ | SH |
| TRGP | TARGA RES CORP | 67K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 684K | $1M+ | SH |
| LEN.B | LENNAR CORP | 113K | $1M+ | SH |
| EG | EVEREST RE GROUP LTD | 29K | $1M+ | SH |
| RRC | RANGE RES CORP | 269K | $1M+ | SH |
| TFIN | TRIUMPH FINANCIAL INC | 127K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 471K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 158K | $1M+ | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 144K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 226K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 128K | $1M+ | SH |
| HIG | HARTFORD FINL SVCS CORP | 35K | $1M+ | SH |
| C | TRAVELERS GROUP INC | 13K | $1M+ | SH |
| EQH | EQUITABLE HOLDINGS INC | 75K | $1M+ | SH |
| ESNT | ESSENT GROUP LTD | 52K | $1M+ | SH |
| RWT | REDWOOD TRUST INC | 499K | $1M+ | SH |
| MRP | MILLROSE PPTYS INC | 79K | $1M+ | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 70K | $1M+ | SH |
| NMIH | NMI HOLDINGS INC | 24K | $500K+ | SH |
| KO | COCA COLA CO | 13K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC | 1K | $500K+ | SH |
| AAPL | APPLE INC | 2K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP | 19K | $500K+ | SH |
| TIPT | TIPTREE INC | 22K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK | 930 | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 704 | $100K–$500K | SH |
| NVDA | NVIDIA CORP | 2K | $100K–$500K | SH |
| HOMB | HOME BANCSHARES INC | 10K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 450 | $100K–$500K | SH |
| FHN | FIRST HRIZON NATIONAL CORP | 9K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH | 2K | $100K–$500K | SH |