NFC Investments, LLC

CIK

1512858

City

MEMPHIS

State / Country

Stock

MTG — Mgic Investment Corp

Top Portfolio Positions

37 positions · $321,089,274 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MTG	Mgic Investment Corp Financial Services	1,766,601	$46,373,276	14.44%
APO	Apollo Global Management, Inc. Financial Services	303,051	$33,765,942	10.52%
DAR	Darling Ingredients Inc. Consumer Defensive	449,690	$27,813,326	8.66%
PGR	Progressive Corp/Oh/ Financial Services	129,641	$25,700,031	8.00%
AZO	Autozone Inc Consumer Cyclical	5,624	$18,996,634	5.92%
PLGO	Pelagos Insurance Capital Ltd Financial Services	916,412	$17,512,633	5.45%
TRGP	Targa Resources Corp. Energy	66,501	$16,673,795	5.19%
WEST	Westrock Coffee Co Consumer Defensive	3,529,748	$15,001,429	4.67%
RRC	Range Resources Corp Energy	264,958	$11,970,802	3.73%
STWD	Starwood Property Trust, Inc. Real Estate	672,514	$11,580,691	3.61%

24 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,373,276	1,766,601	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$52,168,745	1,785,378	-1.3%	Shares	Sole	2026-02-11
2025-09-30	$51,303,712	1,808,379	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$52,224,053	1,875,864	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$46,016,261	1,856,992	-2.0%	Shares	Sole	2025-05-14
2024-12-31	$44,935,144	1,895,198	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$48,596,019	1,898,282	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$41,188,127	1,911,282	+0.0%	Shares	Sole	2024-08-12
2024-03-31	$42,733,291	1,911,149	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$37,183,230	1,927,591	-0.6%	Shares	Sole	2024-02-09
2023-06-30	$30,635,236	1,940,167	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$25,920,891	1,931,512	-21.3%	Shares	Sole	2023-05-10
2022-12-31	$31,889,416	2,453,032	-5.0%	Shares	Sole	2023-02-15
2022-09-30	$33,088,830	2,581,032	-0.5%	Shares	Sole	2022-11-15
2022-06-30	$32,677,243	2,593,432	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$34,981,113	2,581,632	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$37,294,907	2,586,332	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$38,500,038	2,573,532	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$35,060,555	2,577,982	-0.1%	Shares	Sole	2021-08-26
2021-03-31	$35,723,055	2,579,282	-1.8%	Shares	Sole	2021-05-11
2020-12-31	$32,972,389	2,627,282	-0.6%	Shares	Sole	2021-02-11
2020-09-30	$23,410,618	2,642,282	+0.2%	Shares	Sole	2020-11-09
2020-06-30	$21,601,387	2,637,532	-4.5%	Shares	Sole	2020-08-13
2020-03-31	$17,537,633	2,761,832	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.