13F-HR filed by NFC Investments, LLC
NFC Investments, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 43 holding rows worth $393,189,000.
- Accession
- 0001512858-26-000003
- Filer
- CIK 1512858
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 43 entries on the cover page, a total value of $393,189,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $393,189,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-14237. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MGIC INVT CORP WIS COM | 552848103 | Stock | 1,552,750 | $43,788,000 | thousands, detected and multiplied | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 303,258 | $35,878,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 89,814 | $31,734,000 | thousands, detected and multiplied | |
| Progressive Corporation | 743315103 | COM | 129,806 | $28,356,000 | thousands, detected and multiplied | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 444,295 | $24,267,000 | thousands, detected and multiplied | |
| PELAGOS INS CAP LTD | G3398L118 | COM | 918,112 | $22,356,000 | thousands, detected and multiplied | |
| AUTOZONE INC COM | 053332102 | Stock | 5,906 | $18,875,000 | thousands, detected and multiplied | |
| WESTROCK COFFEE CO | 96145W103 | COM | 2,066,711 | $16,761,000 | thousands, detected and multiplied | |
| TARGA RES CORP COM | 87612G101 | Stock | 59,147 | $15,860,000 | thousands, detected and multiplied | |
| STARWOOD PPTY TR INC COM | 85571B105 | REIT | 826,096 | $13,531,000 | thousands, detected and multiplied | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 79,764 | $13,141,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 38,050 | $12,870,000 | thousands, detected and multiplied | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 614,758 | $11,754,000 | thousands, detected and multiplied | |
| RYAN SPECIALTY HOLDINGS INC CL A | 78351F107 | Stock | 293,952 | $11,100,000 | thousands, detected and multiplied | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 180,087 | $10,391,000 | thousands, detected and multiplied | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 29,066 | $10,383,000 | thousands, detected and multiplied | |
| TRIUMPH FINANCIAL INC | 89679E300 | COM | 127,238 | $9,710,000 | thousands, detected and multiplied | |
| RANGE RES CORP COM | 75281A109 | Stock | 258,162 | $9,601,000 | thousands, detected and multiplied | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 45,631 | $9,154,000 | thousands, detected and multiplied | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 212,090 | $6,781,000 | thousands, detected and multiplied | |
| OLD REP INTL CORP COM | 680223104 | Stock | 152,850 | $6,255,000 | thousands, detected and multiplied | |
| VIPER ENERGY INC | 64361Q101 | CL A | 127,288 | $5,397,000 | thousands, detected and multiplied | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 35,000 | $4,638,000 | thousands, detected and multiplied | |
| TRAVELERS GROUP INC | 894190107 | COMMON STOCK | 13,000 | $4,292,000 | thousands, detected and multiplied | |
| ESSENT GROUP LTD COM | G3198U102 | Stock | 45,615 | $2,932,000 | thousands, detected and multiplied | |
| REDWOOD TRUST INC | 758075402 | COM | 457,691 | $2,169,000 | thousands, detected and multiplied | |
| ALLIANCE RESOURCE PARTNERS L | 01877R108 | UT LTD PART | 75,700 | $1,815,000 | thousands, detected and multiplied | |
| First Horizon Corporation | 320517105 | Common Capital Stock, par value $0.625 per share | 60,520 | $1,552,000 | thousands, detected and multiplied | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 35,477 | $1,066,000 | thousands, detected and multiplied | |
| Coca-Cola Company | 191216100 | COM | 12,500 | $1,016,000 | thousands, detected and multiplied | |
| NMI HLDGS INC | 629209305 | COM | 16,620 | $683,000 | thousands, detected and multiplied | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 19,235 | $581,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,145 | $573,000 | thousands, detected and multiplied | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 6,300 | $554,000 | thousands, detected and multiplied | |
| Bank of America Corp | 060505104 | COM | 8,347 | $476,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 1,275 | $476,000 | thousands, detected and multiplied | |
| KKR & CO INC | 48251W104 | COM | 5,000 | $459,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 1,440 | $417,000 | thousands, detected and multiplied | |
| FEDEX CORP COM | 31428X106 | Stock | 1,079 | $338,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 930 | $333,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 450 | $331,000 | thousands, detected and multiplied | |
| PINNACLE FINL PARTNERS INC | 72348N109 | COM | 3,014 | $304,000 | thousands, detected and multiplied | |
| FIDELITY COMWLTH TR | 315912808 | COM | 2,330 | $241,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001512858-26-000003 | this filing | 2026-08-13 | acceptance time not in the bulk data set |