NFC INVESTMENTS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEST | 3.75M | $15.24M |
 | MTG | 1.79M | $52.17M |
 | FIHL | 809K | $15.84M |
 | STWD | 684K | $12.32M |
 | RWT | 499K | $2.76M |
 | ET | 471K | $7.77M |
 | DAR | 462K | $16.64M |
 | APO | 294K | $42.59M |
 | RRC | 269K | $9.50M |
 | KMI | 226K | $6.20M |
 | ORI | 158K | $7.19M |
 | UHAL-B | 144K | $6.74M |
 | VNOM | 128K | $4.93M |
 | TFIN | 127K | $7.96M |
 | LEN-B | 113K | $10.78M |
 | GOOG | 108K | $33.96M |
 | PGR | 82K | $18.77M |
 | MRP | 79K | $2.37M |
 | EQH | 75K | $3.59M |
 | ARLP | 70K | $1.62M |
Westrock Coffee Company, LLC
WEST
Shares Held
3.75M
Value
$15.24M
MGIC Investment Corporation
MTG
Shares Held
1.79M
Value
$52.17M
Fidelis Insurance Holdings Limited
FIHL
Shares Held
809K
Value
$15.84M
Starwood Property Trust, Inc.
STWD
Shares Held
684K
Value
$12.32M
Redwood Trust, Inc.
RWT
Shares Held
499K
Value
$2.76M
Energy Transfer LP
ET
Shares Held
471K
Value
$7.77M
Darling Ingredients Inc.
DAR
Shares Held
462K
Value
$16.64M
Apollo Global Management, Inc.
APO
Shares Held
294K
Value
$42.59M
Range Resources Corporation
RRC
Shares Held
269K
Value
$9.50M
Kinder Morgan, Inc.
KMI
Shares Held
226K
Value
$6.20M
Old Republic International Corporation
ORI
Shares Held
158K
Value
$7.19M
U-Haul Holding Company
UHAL-B
Shares Held
144K
Value
$6.74M
Viper Energy, Inc.
VNOM
Shares Held
128K
Value
$4.93M
Triumph Financial, Inc.
TFIN
Shares Held
127K
Value
$7.96M
Lennar Corporation
LEN-B
Shares Held
113K
Value
$10.78M
Alphabet Inc.
GOOG
Shares Held
108K
Value
$33.96M
The Progressive Corporation
PGR
Shares Held
82K
Value
$18.77M
Millrose Properties, Inc.
MRP
Shares Held
79K
Value
$2.37M
Equitable Holdings, Inc.
EQH
Shares Held
75K
Value
$3.59M
Alliance Resource Partners, L.P.
ARLP
Shares Held
70K
Value
$1.62M