account_balance
Investment manager · 13F filer · SEC CIK 1512858
NFC Investments, LLC
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Reported value$365Mas of Sep 30, 2026
Positions45 2 new, 0 sold out
Top 10 weight64.0%MTG alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MTGMGIC Investment Corp
10.9%
APOApollo Global Management, Inc.
9.6%
PGRProgressive Corp
7.3%
DARDarling Ingredients Inc.
7.3%
PLGOPelagos Insurance Capital Ltd
6.0%
GOOGAlphabet Inc.
5.3%Trimmed −36%
AZOAutoZone Inc
4.6%
STWDStarwood Property Trust, Inc.
4.6%Added +49%
TRGPTarga Resources Corp.
4.3%
WESTWestrock Coffee Co
4.1%Trimmed −11%
ETEnergy Transfer LP
3.3%
RYANRyan Specialty Holdings, Inc.
3.3%Added +10%
MTGMGIC Investment Corp
10.9%
APOApollo Global Management, Inc.
9.6%
PGRProgressive Corp
7.3%
DARDarling Ingredients Inc.
7.3%
PLGOPelagos Insurance Capital Ltd
6.0%
GOOGAlphabet Inc.
5.3%
AZOAutoZone Inc
4.6%
STWDStarwood Property Trust, Inc.
4.6%
TRGPTarga Resources Corp.
4.3%
WEST4.1%ET3.3%RYANBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MTG MGIC Investment Corp 10.9% HeldAPO Apollo Global Management, Inc. 9.6% HeldPGR Progressive Corp 7.3% HeldDAR Darling Ingredients Inc. 7.3% HeldPLGO Pelagos Insurance Capital Ltd 6.0% HeldGOOG Alphabet Inc. 5.3% Trimmed −36%AZO AutoZone Inc 4.6% HeldSTWD Starwood Property Trust, Inc. 4.6% Added +49%TRGP Targa Resources Corp. 4.3% HeldWEST Westrock Coffee Co 4.1% Trimmed −11%ET Energy Transfer LP 3.3% HeldRYAN Ryan Specialty Holdings, Inc. 3.3% Added +10%
What changed
Biggest moves since Jun 30, 2026
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