What does NFC Investments, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

NFC Investments, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

MGIC INVESTMENT CORP

$52M1.8M14.7%

APOLLO GLOBAL MGMT INC

$43M294K12.0%

ALPHABET INC CAP STK

$34M108K9.6%

AUTOZONE INC

$19M6K5.4%

PROGRESSIVE CORP OHIO

$19M82K5.3%

DARLING INGREDIENTS INC

$17M462K4.7%

FIDELIS INSURANCE HOLDINGS LTD

$16M809K4.5%

WESTROCK COFFEE CO

$15M3.7M4.3%

AMERICAN EXPRESS CO

$14M39K4.1%

TARGA RES CORP

$12M67K3.5%

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