Stock Taper 
NFC INVESTMENTS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Westrock Coffee Company, LLC | WEST | 2.07M | $16.76M |
 MGIC Investment Corporation | MTG | 1.55M | $43.79M |
 Starwood Property Trust, Inc. | STWD | 826.1K | $13.53M |
 Energy Transfer LP | ET | 614.76K | $11.75M |
 Redwood Trust, Inc. | RWT | 457.69K | $2.17M |
 Darling Ingredients Inc. | DAR | 444.3K | $24.27M |
 Apollo Global Management, Inc. | APO | 303.26K | $35.88M |
 Ryan Specialty Holdings, Inc. | RYAN | 293.95K | $11.1M |
 Range Resources Corporation | RRC | 258.16K | $9.6M |
 Kinder Morgan, Inc. | KMI | 212.09K | $6.78M |
 U-Haul Holding Company | UHAL-B | 180.09K | $10.39M |
 Old Republic International Corporation | ORI | 152.85K | $6.25M |
 The Progressive Corporation | PGR | 129.81K | $28.36M |
 Viper Energy, Inc. | VNOM | 127.29K | $5.4M |
 Triumph Financial, Inc. | TFIN | 127.24K | $9.71M |
 Alphabet Inc. | GOOG | 89.81K | $31.73M |
 Toll Brothers, Inc. | TOL | 79.76K | $13.14M |
 First Horizon Corporation | FHN | 60.52K | $1.55M |
 Targa Resources Corp. | TRGP | 59.15K | $15.86M |
 Capital One Financial Corporation | COF | 45.63K | $9.15M |