Nfc Investments, LLC Top Holdings and 13F Report (2024) About Nfc Investments, LLCInvestment ActivityNfc Investments, LLC has $348.14 thousand in total holdings as of September 30, 2024.Nfc Investments, LLC owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.90% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Nfc Investments, LLC has purchased 36 new stocks and bought additional shares in 15 stocks.Nfc Investments, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Apollo Global Management $51,754MGIC Investment $48,596Westrock Coffee $26,286Progressive $22,285Enstar Group $21,217 Largest Purchases this Quarter Westrock Coffee 588,160 shares (about $3.82K)Redwood Trust 271,975 shares (about $2.10K)Kinder Morgan 8,700 shares (about $192.19)Darling Ingredients 3,983 shares (about $148.01)Starwood Property Trust 4,755 shares (about $96.91) Largest Sales this Quarter Enstar Group 7,345 shares (about $2.36K)MGIC Investment 13,000 shares (about $332.80)Apple 1,051 shares (about $244.73)Apollo Global Management 1,784 shares (about $222.84)Lennar 500 shares (about $86.47) Sector Allocation Over TimeMap of 500 Largest Holdings ofNfc Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$51,754$223 ▼-0.4%414,32814.9%FinanceMTGMGIC Investment$48,596$333 ▼-0.7%1,898,28214.0%FinanceWESTWestrock Coffee$26,286$3,823 ▲17.0%4,044,2077.6%Consumer StaplesPGRProgressive$22,285$30 ▲0.1%87,8186.4%FinanceESGREnstar Group$21,217$2,362 ▼-10.0%65,9746.1%FinanceGOOGAlphabet$19,872$1 ▼0.0%118,8605.7%Computer and TechnologyAZOAutoZone$19,571$13 ▲0.1%6,2135.6%Retail/WholesaleDARDarling Ingredients$17,800$148 ▲0.8%479,0045.1%Consumer StaplesLEN.BLennar$15,806$86 ▼-0.5%91,3934.5%ConstructionSTWDStarwood Property Trust$12,961$97 ▲0.8%635,9483.7%FinanceEGEverest Group$11,933$22 ▲0.2%30,4453.4%FinanceAXPAmerican Express$11,555$3 ▼0.0%42,6073.3%FinanceTFINTriumph Financial$10,970$3 ▲0.0%137,9153.2%FinanceSTRSitio Royalties$8,235$66 ▲0.8%395,1672.4%Oils/EnergyFHNFirst Horizon$7,720$7 ▲0.1%497,0752.2%FinanceAIGAmerican International Group$7,553$7 ▲0.1%103,1382.2%FinanceORIOld Republic International$6,835$28 ▼-0.4%192,9652.0%FinanceHIGThe Hartford Financial Services Group$4,1160.0%35,0001.2%FinanceKMIKinder Morgan$4,065$192 ▲5.0%184,0091.2%Oils/EnergyRWTRedwood Trust$3,749$2,102 ▲127.7%484,9751.1%FinanceESNTEssent Group$3,633$30 ▲0.8%56,5131.0%FinanceTRAVELERS GROUP INC$3,0440.0%13,0000.9%COMARLPAlliance Resource Partners$1,745$43 ▲2.5%69,8000.5%Oils/EnergyNMIHNMI$1,0220.0%24,8100.3%FinanceKOCoca-Cola$9390.0%13,0640.3%Consumer StaplesETEnergy Transfer$915$34 ▲3.9%57,0000.3%Oils/EnergyKKRKKR & Co. Inc.$6710.0%5,1400.2%FinanceMSFTMicrosoft$645$11 ▼-1.6%1,5000.2%Computer and TechnologyBRK.BBerkshire Hathaway$5460.0%1,1860.2%FinanceAAPLApple$489$245 ▼-33.4%2,1000.1%Computer and TechnologyRFRegions Financial$4490.0%19,2350.1%FinanceTIPTTiptree$4290.0%21,9460.1%FinanceHOMBHome Bancshares, Inc. (Conway, AR)$2710.0%10,0000.1%FinanceNVDANVIDIA$2450.0%2,0140.1%Computer and TechnologyPNFPPinnacle Financial Partners$216$29 ▼-12.0%2,2000.1%FinanceLBRDKLiberty Broadband$0$14,233 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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