Holdings
NFC Investments, LLC
As of Jun 30, 2026, NFC Investments, LLC reported 38 positions worth US$388M. Largest: Mgic Investment Corporation, Apollo Global Management, Inc. (new) and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mgic Investment Corporation | 1.55M | US$43.8M | −214K | Jun 30, 2026 |
| Apollo Global Management, Inc. (new) | 303K | US$35.9M | +207 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 89,729 | US$32.1M | −1,712 | Jun 30, 2026 |
| Progressive Corporation (the) | 130K | US$28.4M | +165 | Jun 30, 2026 |
| Darling Ingredients Inc. | 444K | US$24.3M | −5,395 | Jun 30, 2026 |
| Pelagos Insurance Capital Limited | 918K | US$22.4M | +1,700 | Jun 30, 2026 |
| Autozone, Inc. | 5,906 | US$18.9M | +282 | Jun 30, 2026 |
| Westrock Coffee Company | 2.07M | US$16.8M | −1.46M | Jun 30, 2026 |
| Targa Resources, Inc. | 59,147 | US$15.9M | −7,354 | Jun 30, 2026 |
| Starwood Property Trust Inc. | 826K | US$13.5M | +154K | Jun 30, 2026 |