Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APOLLO GLOBAL MGMT INC | 419,351 | +419,351 | $39,079 |
APO | 419,351 | +419,351 | $39,079 |
MGIC INVESTMENT CORP | 1,927,591 | +1,927,591 | $37,183 |
MTG | 1,927,591 | +1,927,591 | $37,183 |
WESTROCK COFFEE CO | 3,468,708 | +3,468,708 | $35,416 |
WEST | 3,468,708 | +3,468,708 | $35,416 |
ENSTAR GROUP LIMITED | 87,378 | +87,378 | $25,720 |
ESGR | 87,378 | +87,378 | $25,720 |
DARLING INGREDIENTS INC | 450,893 | +450,893 | $22,473 |
DAR | 450,893 | +450,893 | $22,473 |
ALPHABET INC CAP STK | 120,505 | +120,505 | $16,983 |
GOOG | 120,505 | +120,505 | $16,983 |
AUTOZONE INC | 6,252 | +6,252 | $16,165 |
AZO | 6,252 | +6,252 | $16,165 |
PROGRESSIVE CORP OHIO | 88,018 | +88,018 | $14,020 |
PGR | 88,018 | +88,018 | $14,020 |
STARWOOD PPTY TR INC | 629,741 | +629,741 | $13,237 |
STWD | 629,741 | +629,741 | $13,237 |
LENNAR CORP | $12,468 | ||
LEN.B | 93,013 | +93,013 | $12,468 |
TRIUMPH FINANCIAL INC | 138,330 | +138,330 | $11,091 |
TFIN | 138,330 | +138,330 | $11,091 |
EVEREST RE GROUP LTD | 30,543 | +30,543 | $10,799 |
EG | 30,543 | +30,543 | $10,799 |
LIBERTY BROADBAND CORP | 128,067 | +128,067 | $10,321 |
LBRDK | 128,067 | +128,067 | $10,321 |
SITIO ROYALTIES CORP | 397,084 | +397,084 | $9,335 |
STR | 397,084 | +397,084 | $9,335 |
AMERICAN EXPRESS CO | 42,577 | +42,577 | $7,976 |
AXP | 42,577 | +42,577 | $7,976 |
COMCAST CORP NEW | 175,912 | +175,912 | $7,714 |
CMCSA | 175,912 | +175,912 | $7,714 |
FIRST HORIZON NATL CORP | 499,900 | +499,900 | $7,079 |
FHN | 499,900 | +499,900 | $7,079 |
AMERICAN INTL GROUP INC | 102,438 | +102,438 | $6,940 |
AIG | 102,438 | +102,438 | $6,940 |
OLD REP INTL CORP | 195,115 | +195,115 | $5,736 |
ORI | 195,115 | +195,115 | $5,736 |
ESSENT GROUP LTD | 56,420 | +56,420 | $2,976 |
ESNT | 56,420 | +56,420 | $2,976 |
HARTFORD FINL SVCS CORP | 35,000 | +35,000 | $2,813 |
HIG | 35,000 | +35,000 | $2,813 |
TRAVELERS GROUP INC | 13,000 | +13,000 | $2,476 |
COM | 13,000 | +13,000 | $2,476 |
ALLIANCE RESOURCE PARTNERS L | 53,000 | +53,000 | $1,123 |
ARLP | 53,000 | +53,000 | $1,123 |
COCA COLA CO | 13,164 | +13,164 | $776 |
KO | 13,164 | +13,164 | $776 |
NMI HOLDINGS INC | 25,660 | +25,660 | $762 |
NMIH | 25,660 | +25,660 | $762 |
APPLE INC | 3,151 | +3,151 | $607 |
AAPL | 3,151 | +3,151 | $607 |
MICROSOFT CORP | 1,525 | +1,525 | $574 |
MSFT | 1,525 | +1,525 | $574 |
BERKSHIRE HATHAWAY INC | $423 | ||
BRK.B | 1,186 | +1,186 | $423 |
TIPTREE INC | 21,946 | +21,946 | $416 |
TIPT | 21,946 | +21,946 | $416 |
REGIONS FINANCIAL CORP | 19,235 | +19,235 | $373 |
RF | 19,235 | +19,235 | $373 |
See Full List: All Stocks Held By NFC Investments LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By NFC Investments LLC
Size ($ in 1000's)
At 12/31/2023: $323,310 At 09/30/2023: $0 NFC Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NFC Investments LLC 13F filings. Link to 13F filings: SEC filings |