NFC INVESTMENTS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEST | 4.09M | $19.88M |
 | MTG | 1.81M | $51.30M |
 | STWD | 664K | $12.85M |
 | FIHL | 536K | $9.73M |
 | RWT | 499K | $2.89M |
 | DAR | 466K | $14.38M |
 | ET | 442K | $7.58M |
 | APO | 295K | $39.28M |
 | RRC | 271K | $10.18M |
 | KMI | 228K | $6.45M |
 | ORI | 158K | $6.69M |
 | VNOM | 129K | $4.92M |
 | TFIN | 128K | $6.40M |
 | LEN-B | 114K | $13.67M |
 | GOOG | 110K | $26.89M |
 | AIG | 103K | $8.09M |
 | PGR | 83K | $20.41M |
 | MRP | 80K | $2.68M |
 | EQH | 75K | $3.82M |
 | ARLP | 70K | $1.78M |
Westrock Coffee Company, LLC
WEST
Shares Held
4.09M
Value
$19.88M
MGIC Investment Corporation
MTG
Shares Held
1.81M
Value
$51.30M
Starwood Property Trust, Inc.
STWD
Shares Held
664K
Value
$12.85M
Fidelis Insurance Holdings Limited
FIHL
Shares Held
536K
Value
$9.73M
Redwood Trust, Inc.
RWT
Shares Held
499K
Value
$2.89M
Darling Ingredients Inc.
DAR
Shares Held
466K
Value
$14.38M
Energy Transfer LP
ET
Shares Held
442K
Value
$7.58M
Apollo Global Management, Inc.
APO
Shares Held
295K
Value
$39.28M
Range Resources Corporation
RRC
Shares Held
271K
Value
$10.18M
Kinder Morgan, Inc.
KMI
Shares Held
228K
Value
$6.45M
Old Republic International Corporation
ORI
Shares Held
158K
Value
$6.69M
Viper Energy, Inc.
VNOM
Shares Held
129K
Value
$4.92M
Triumph Financial, Inc.
TFIN
Shares Held
128K
Value
$6.40M
Lennar Corporation
LEN-B
Shares Held
114K
Value
$13.67M
Alphabet Inc.
GOOG
Shares Held
110K
Value
$26.89M
American International Group, Inc.
AIG
Shares Held
103K
Value
$8.09M
The Progressive Corporation
PGR
Shares Held
83K
Value
$20.41M
Millrose Properties, Inc.
MRP
Shares Held
80K
Value
$2.68M
Equitable Holdings, Inc.
EQH
Shares Held
75K
Value
$3.82M
Alliance Resource Partners, L.P.
ARLP
Shares Held
70K
Value
$1.78M