StockDriftsStockDriftsTop 32 NFC Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTG | MGIC INVESTMENT CORP | 12.91% | 1.77M | $46.4M | -1.05%(-18.78K) | $8.56(+229.76%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MGMT INC | 9.4% | 303.1K | $33.8M | +3.02%(+8.87K) | $71.40(+66.12%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 7.74% | 449.7K | $27.8M | -2.74%(-12.67K) | $30.54(+85.11%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP OHIO | 7.16% | 129.6K | $25.7M | +57.31%(+47.23K) | $130.58(+77.83%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 5.29% | 5.6K | $19.0M | -0.25%(-14) | $740.55(+326.61%) | 2026-03-31 | |
| FIHL | FIDELIS INSURANCE HOLDINGS LTD | 4.88% | 916.4K | $17.5M | +13.21%(+106.96K) | $18.15(+36.29%) | 2026-03-31 | |
| WEST | WESTROCK COFFEE CO | 4.18% | 3.53M | $15.0M | -5.77%(-216.21K) | $10.31(-31.50%) | 2026-03-31 | |
| RRC | RANGE RES CORP | 3.33% | 265.0K | $12.0M | -1.68%(-4.52K) | $35.61(+6.17%) | 2026-03-31 | |
| STWD | STARWOOD PPTY TR INC | 3.22% | 672.5K | $11.6M | -1.66%(-11.38K) | $19.85(-16.99%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.22% | 38.1K | $11.6M | -1.68%(-653) | $113.70(+209.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.50% | +27.72% |
| Top 20 Holdings Unweighted | +12.36% | +41.83% |
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