NFC INVESTMENTS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEST | 3.53M | $15.00M |
 | MTG | 1.77M | $46.37M |
 | STWD | 673K | $11.58M |
 | ET | 478K | $9.22M |
 | RWT | 474K | $2.66M |
 | DAR | 450K | $27.81M |
 | APO | 303K | $33.77M |
 | RRC | 265K | $11.97M |
 | KMI | 213K | $7.13M |
 | UHAL-B | 178K | $7.97M |
 | ORI | 153K | $6.12M |
 | PGR | 130K | $25.70M |
 | TFIN | 128K | $7.61M |
 | VNOM | 123K | $5.76M |
 | GOOG | 91K | $26.03M |
 | TOL | 79K | $10.80M |
 | TRGP | 67K | $16.67M |
 | ARLP | 66K | $1.82M |
 | FHN | 61K | $1.38M |
 | ESNT | 49K | $2.87M |
Westrock Coffee Company, LLC
WEST
Shares Held
3.53M
Value
$15.00M
MGIC Investment Corporation
MTG
Shares Held
1.77M
Value
$46.37M
Starwood Property Trust, Inc.
STWD
Shares Held
673K
Value
$11.58M
Energy Transfer LP
ET
Shares Held
478K
Value
$9.22M
Redwood Trust, Inc.
RWT
Shares Held
474K
Value
$2.66M
Darling Ingredients Inc.
DAR
Shares Held
450K
Value
$27.81M
Apollo Global Management, Inc.
APO
Shares Held
303K
Value
$33.77M
Range Resources Corporation
RRC
Shares Held
265K
Value
$11.97M
Kinder Morgan, Inc.
KMI
Shares Held
213K
Value
$7.13M
U-Haul Holding Company
UHAL-B
Shares Held
178K
Value
$7.97M
Old Republic International Corporation
ORI
Shares Held
153K
Value
$6.12M
The Progressive Corporation
PGR
Shares Held
130K
Value
$25.70M
Triumph Financial, Inc.
TFIN
Shares Held
128K
Value
$7.61M
Viper Energy, Inc.
VNOM
Shares Held
123K
Value
$5.76M
Alphabet Inc.
GOOG
Shares Held
91K
Value
$26.03M
Toll Brothers, Inc.
TOL
Shares Held
79K
Value
$10.80M
Targa Resources Corp.
TRGP
Shares Held
67K
Value
$16.67M
Alliance Resource Partners, L.P.
ARLP
Shares Held
66K
Value
$1.82M
First Horizon Corporation
FHN
Shares Held
61K
Value
$1.38M
Essent Group Ltd.
ESNT
Shares Held
49K
Value
$2.87M