NFC Investments, LLC

Q2 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    36

  • Value ($000)

    $350

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001512858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MTG
MTG

MGIC INVESTMENT CORP

CORP
552848103
$52.22K
15 %

1,875,864

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$43.72K
13 %

308,147

PGR
PGR

PROGRESSIVE CORP OHIO

COM
743315103
$23.09K
7 %

86,518

WEST
WEST

WESTROCK COFFEE CO

COM
96145W103
$22.96K
7 %

4,007,981

AZO
AZO

AUTOZONE INC

COM
053332102
$22.61K
7 %

6,091

GOOG
GOOG

ALPHABET INC CAP STK

CL A
02079K107
$21.07K
6 %

118,796

DAR
DAR

DARLING INGREDIENTS INC

COM
237266101
$18.13K
5 %

477,963

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$13.62K
4 %

42,685

STWD
STWD

STARWOOD PPTY TR INC

COM
85571B105
$13.13K
4 %

654,344

LEN.B
LEN.B

LENNAR CORP

CL B
526057302
$12.64K
4 %

120,140

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