The Analysis of NFC Investments, LLC's Holdings


Currently, NFC Investments, LLC holds 43 types of securities in its portfolio with a total value $354.2K. In the most recent quarter, they have increased their positions in UHAL.B (+144.2K shares, valued at $6.7K), FIHL (+273.1K shares, valued at $5.3K), N/A (+16.8K shares, valued at $3.1K); decreased their positions in WEST (-343.8K shares, valued at $1.4K), N/A (-2.2K shares, valued at $691.2937176016189), MTG (-23.0K shares, valued at $672.0925031001838); initiated new positions in UHAL.B (+144.2K shares, valued at $6.7K), FHN (+9.5K shares, valued at $227).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MTG MGIC INVESTMENT CORP1.8M shares-1.27%2025-12-312026-02-11history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC294.2K shares-0.20%2025-12-312026-02-11history
ALPHABET INC CAP STK ALPHABET INC CAP STK108.2K shares-2.00%2025-12-312026-02-11history
AZO AUTOZONE INC5.6K shares-0.46%2025-12-312026-02-11history
PGR PROGRESSIVE CORP OHIO82.4K shares-0.28%2025-12-312026-02-11history
DAR DARLING INGREDIENTS INC462.4K shares-0.75%2025-12-312026-02-11history
FIHL FIDELIS INSURANCE HOLDINGS LTD809.5K shares50.91%2025-12-312026-02-11history
WEST WESTROCK COFFEE CO3.7M shares-8.41%2025-12-312026-02-11history
Sponsored
AXP AMERICAN EXPRESS CO38.8K shares-2.08%2025-12-312026-02-11history
TARGA RES CORP TARGA RES CORP67.4K shares33.19%2025-12-312026-02-11history
STWD STARWOOD PPTY TR INC683.9K shares3.06%2025-12-312026-02-11history
LEN.B LENNAR CORP113.3K shares-0.56%2025-12-312026-02-11history
EG EVEREST RE GROUP LTD29.2K shares-0.44%2025-12-312026-02-11history
RRC RANGE RES CORP269.5K shares-0.39%2025-12-312026-02-11history
TFIN TRIUMPH FINANCIAL INC127.2K shares-0.56%2025-12-312026-02-11history
ENERGY TRANSFER L P ENERGY TRANSFER L P471.2K shares6.63%2025-12-312026-02-11history
Sponsored
ORI OLD REP INTL CORP157.5K shares0.00%2025-12-312026-02-11history
UHAL.B U HAUL HOLDING COMPANY144.2K sharesnew addition2025-12-312026-02-11history
KINDER MORGAN INC DEL KINDER MORGAN INC DEL225.6K shares-0.94%2025-12-312026-02-11history
VIPER ENERGY INC VIPER ENERGY INC127.7K shares-0.90%2025-12-312026-02-11history
HIG HARTFORD FINL SVCS CORP35.0K shares0.00%2025-12-312026-02-11history
TRAVELERS GROUP INC TRAVELERS GROUP INC13.0K shares0.00%2025-12-312026-02-11history
EQH EQUITABLE HOLDINGS INC75.3K shares0.00%2025-12-312026-02-11history
ESNT ESSENT GROUP LTD52.0K shares0.00%2025-12-312026-02-11history
Sponsored
RWT REDWOOD TRUST INC499.5K shares0.03%2025-12-312026-02-11history
MRP MILLROSE PPTYS INC79.5K shares-0.22%2025-12-312026-02-11history
ARLP ALLIANCE RESOURCE PARTNERS L69.7K shares-0.99%2025-12-312026-02-11history
NMIH NMI HOLDINGS INC24.1K shares0.00%2025-12-312026-02-11history
KO COCA COLA CO12.5K shares-1.57%2025-12-312026-02-11history
MSFT MICROSOFT CORP1.5K shares0.00%2025-12-312026-02-11history
KKR & CO INC KKR & CO INC4.7K shares-4.05%2025-12-312026-02-11history
BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC1.2K shares0.00%2025-12-312026-02-11history
Sponsored
AAPL APPLE INC2.1K shares0.00%2025-12-312026-02-11history
RF REGIONS FINANCIAL CORP19.2K shares0.00%2025-12-312026-02-11history
TIPTREE INC TIPTREE INC22.2K shares0.00%2025-12-312026-02-11history
FEDEX CORP FEDEX CORP1.1K shares0.19%2025-12-312026-02-11history
ALPHABET INC CAP STK ALPHABET INC CAP STK930 shares0.00%2025-12-312026-02-11history
MGK VANGUARD WORLD FD704 shares0.00%2025-12-312026-02-11history
NVIDIA CORP NVIDIA CORP1.5K shares-24.83%2025-12-312026-02-11history
HOMB HOME BANCSHARES INC10.0K shares0.00%2025-12-312026-02-11history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR450 shares0.00%2025-12-312026-02-11history
FHN FIRST HRIZON NATIONAL CORP9.5K sharesnew addition2025-12-312026-02-11history
ONEQ FIDELITY COMWLTH2.3K shares0.00%2025-12-312026-02-11history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available