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NFC Investments, LLC

Q3 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    43

  • Value ($000)

    $345

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MTG

MGIC INVESTMENT CORP

CORP
552848103
$51.3K
15 %

1,808,379

A
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$39.28K
11 %

294,762

G
GOOG

ALPHABET INC CAP STK

CL C
02079K107
$26.89K
8 %

110,426

A
AZO

AUTOZONE INC

COM
053332102
$24.3K
7 %

5,664

P
PGR

PROGRESSIVE CORP OHIO

COM
743315103
$20.41K
6 %

82,648

W
WEST

WESTROCK COFFEE CO

COM
96145W103
$19.88K
6 %

4,089,711

D
DAR

DARLING INGREDIENTS INC

COM
237266101
$14.38K
4 %

465,838

L
LEN.B

LENNAR CORP

CL B
526057302
$13.67K
4 %

113,950

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$13.16K
4 %

39,605

S
STWD

STARWOOD PPTY TR INC

COM
85571B105
$12.85K
4 %

663,612

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