13F HOLDINGS REPORT
NFC Investments, LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001512858-25-000001
Total Value
$362,365
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 308,403 | $50,935 | 14.06% |
| 2 | MGIC INVESTMENT CORP | 552848103 | 1,895,198 | $44,935 | 12.40% |
| 3 | WESTROCK COFFEE CO | WEST | 4,047,562 | $25,985 | 7.17% |
| 4 | ALPHABET INC CAP STK | GOOG | 117,881 | $22,450 | 6.20% |
| 5 | ENSTAR GROUP LIMITED | G3075p101 | 65,514 | $21,099 | 5.82% |
| 6 | PROGRESSIVE CORP OHIO | 743315103 | 87,733 | $21,022 | 5.80% |
| 7 | AUTOZONE INC | AZO | 6,203 | $19,862 | 5.48% |
| 8 | DARLING INGREDIENTS INC | DAR | 476,026 | $16,037 | 4.43% |
| 9 | LENNAR CORP | LEN-B | 120,770 | $15,960 | 4.40% |
| 10 | AMERICAN EXPRESS CO | AXP | 42,325 | $12,562 | 3.47% |
| 11 | TRIUMPH FINANCIAL INC | TFIN-P | 135,405 | $12,306 | 3.40% |
| 12 | STARWOOD PPTY TR INC | STHO | 638,310 | $12,096 | 3.34% |
| 13 | EVEREST RE GROUP LTD | EG | 30,410 | $11,022 | 3.04% |
| 14 | FIRST HORIZON NATL CORP | FHN-PH | 496,175 | $9,993 | 2.76% |
| 15 | SITIO ROYALTIES CORP | 82983n108 | 395,564 | $7,587 | 2.09% |
| 16 | AMERICAN INTL GROUP INC | 026874784 | 103,138 | $7,508 | 2.07% |
| 17 | OLD REP INTL CORP | 680223104 | 193,200 | $6,992 | 1.93% |
| 18 | ENERGY TRANSFER L P | ET-PI | 309,000 | $6,053 | 1.67% |
| 19 | RANGE RES CORP | RRC | 149,507 | $5,379 | 1.48% |
| 20 | KINDER MORGAN INC DEL | EP-PC | 182,559 | $5,002 | 1.38% |
| 21 | HARTFORD FINL SVCS CORP | HIG-PG | 35,000 | $3,829 | 1.06% |
| 22 | EQUITABLE HOLDINGS INC | EQH-PC | 75,000 | $3,538 | 0.98% |
| 23 | FIDELIS INSURANCE HOLDINGS LTD | FIHL | 182,500 | $3,309 | 0.91% |
| 24 | REDWOOD TRUST INC | RWTQ | 494,525 | $3,229 | 0.89% |
| 25 | TRAVELERS GROUP INC | 894190107 | 13,000 | $3,132 | 0.86% |
| 26 | ESSENT GROUP LTD | ESNT | 56,688 | $3,086 | 0.85% |
| 27 | ALLIANCE RESOURCE PARTNERS L | ARLP | 69,800 | $1,835 | 0.51% |
| 28 | NMI HOLDINGS INC | NMIH | 24,210 | $890 | 0.25% |
| 29 | COCA COLA CO | KO | 13,064 | $813 | 0.22% |
| 30 | KKR & CO INC | KKRT | 5,140 | $760 | 0.21% |
| 31 | MICROSOFT CORP | MSFT | 1,500 | $632 | 0.17% |
| 32 | BERKSHIRE HATHAWAY INC | BRK-A | 1,186 | $538 | 0.15% |
| 33 | APPLE INC | AAPL | 2,100 | $526 | 0.15% |
| 34 | TIPTREE INC | TIPT | 21,946 | $458 | 0.13% |
| 35 | REGIONS FINANCIAL CORP | RF-PF | 19,235 | $452 | 0.12% |
| 36 | HOME BANCSHARES INC | HOMB | 10,000 | $283 | 0.08% |
| 37 | NVIDIA CORP | NVDA | 2,014 | $270 | 0.07% |