NFC Investments, LLC: 13F holdings
CIK 15128582026Q2
| Positions | 43 |
|---|
| Reported value | $393.2m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 43 (+2 vs prior quarter) |
|---|
| Reported value | $393.2m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MTG MGIC INVESTMENT CORP | 1,552,750 | $43.8m | 11.1% |
| APO APOLLO GLOBAL MGMT INC | 303,258 | $35.9m | 9.1% |
| GOOG ALPHABET INC CAP STK | 89,814 | $31.7m | 8.1% |
| PGR PROGRESSIVE CORP OHIO | 129,806 | $28.4m | 7.2% |
| DAR DARLING INGREDIENTS INC | 444,295 | $24.3m | 6.2% |
| PELAGOS INS CAP LTD | 918,112 | $22.4m | 5.7% |
| AZO AUTOZONE INC | 5,906 | $18.9m | 4.8% |
| WEST WESTROCK COFFEE CO | 2,066,711 | $16.8m | 4.3% |
| TRGP TARGA RES CORP | 59,147 | $15.9m | 4.0% |
| STWD STARWOOD PPTY TR INC | 826,096 | $13.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512858")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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