Top Institutional Investors

NFC Investments, LLC — 13F Holdings & Portfolio

CIK 1512858 · latest 13F-HR filed 2026-08-13

Backtest portfolio

NFC Investments, LLC manages $393.2M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MTG (11.14%), APO (9.12%), GOOG (8.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 0; 25 existing positions rose in reported value and 6 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$393.2M

Long-equity book

Holdings
43

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+2 / −0 / ↑25 / ↓6

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MTG11.1% · -12%APO9.1% · +0%GOOG8.1% · -1%PGR7.2% · +0%DAR6.2% · -1%PLGO5.7% · newAZO4.8% · +5%WEST4.3% · -41%TRGP4.0% · -11%STWD3.4% · +23%TOL3.3% · +1%AXP3.3% · -0%ET3.0% · +29%RYAN2.8% · newUHAL.B2.6% · +1%EG2.6% · -0%TFIN2.5% · -0%RRC2.4% · -3%COF2.3% · +1%KMI1.7% · -0%ORI1.6% · -0%VNOM1.4% · +4%HIG1.2% · 0%TRAVELERS GROUP1.1% · 0%ESNT0.7% · -7%RWT0.6% · -4%ARLP0.5% · +15%FHN0.4% · 0%MRP0.3% · +14%KO0.3% · 0%NMIH0.2% · 0%RF0.1% · 0%BRK.B0.1% · -3%MGK0.1% · +795%BAC0.1% · 0%MSFT0.1% · +3%KKR0.1% · +5%AAPL0.1% · 0%FDX0.1% · +0%GOOGL0.1% · 0%QQQ0.1% · 0%PNFP0.1% · 0%ONEQ0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 63.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 6, 2026.

Assets Under Management
$2.14B
Discretionary
$2.14B
Employees
9
Accounts
164
Address
700 COLONIAL ROAD
SUITE 101
MEMPHIS, TN 38117
Phone
(901) 767-5576
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
BUTTS, DANIEL, TYLER ControlVICE PRESIDENT; CHIEF INVESTMENT OFFICER; MEMBER
since Jun 2019
Less than 5%Individual
GOLDEN, EMMEL, BERNHARDT ControlVICE PRESIDENT; MEMBER
since Jan 2010
Less than 5%Individual
SLATERY, CHARLES, KYLE ControlCHIEF EXECUTIVE OFFICER; MEMBER
since Jun 2004
50–75%Individual
THOMPSON, WILLIAM, VAN ControlPRESIDENT; CHIEF COMPLIANCE OFFICER; SECRETARY; MEMBER
since Jan 2006
10–25%Individual
HASLAM, SUSAN, BAGWELLMEMBER
since Jul 2014
5–10%Individual
HASLAM, WILLIAM, EDWARDMEMBER
since Jun 2019
5–10%Individual
Ownership & leadership changes · 5 filings with changes since Jan 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 18, 2021 filing
  • ChangedBUTTS, DANIEL, TYLER · title VICE PRESIDENT; MEMBER → VICE PRESIDENT; CHIEF INVESTMENT OFFICER; MEMBER
  • ChangedSLATERY, CHARLES, KYLE · title CHIEF EXECUTIVE OFFICER; PRESIDENT; CHIEF INVESTMENT OFFICER; MEMBER → CHIEF EXECUTIVE OFFICER; MEMBER
  • ChangedTHOMPSON, WILLIAM, VAN · title EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER; SECRETARY; MEMBER → PRESIDENT; CHIEF COMPLIANCE OFFICER; SECRETARY; MEMBER
Jul 24, 2019 filing
  • No longer listedHASLAM BLIND TRUST · MEMBER · 10–25% · listed since Jan 2011
  • AddedBUTTS, DANIEL, TYLER · VICE PRESIDENT; MEMBER · Less than 5% · control person
  • Listed againHASLAM, WILLIAM, EDWARD · MEMBER · 5–10%
  • ChangedHASLAM, SUSAN, BAGWELL · ownership 10–25% → 5–10%
Sep 26, 2016 filing
  • No longer listedHASLAM, JAMES, ARTHUR · MEMBER · 10–25% · listed since Aug 2007
  • AddedHASLAM, SUSAN, BAGWELL · MEMBER · 10–25%
Jan 22, 2014 filing
  • No longer listedHASLAM, WILLIAM, EDWARD · MEMBER · 10–25% · listed since Aug 2007
  • AddedHASLAM BLIND TRUST · MEMBER · 10–25%
Jan 15, 2013 filing
  • ChangedGOLDEN, EMMEL, BERNHARDT · title VICE PRESIDENT → VICE PRESIDENT; MEMBER
Jan 23, 2012 filing (earliest on record)
  • ListedGOLDEN, EMMEL, BERNHARDT · VICE PRESIDENT · Less than 5% · control person
  • ListedHASLAM, JAMES, ARTHUR · MEMBER · 10–25%
  • ListedHASLAM, WILLIAM, EDWARD · MEMBER · 10–25%
  • ListedSLATERY, CHARLES, KYLE · CHIEF EXECUTIVE OFFICER; PRESIDENT; CHIEF INVESTMENT OFFICER; MEMBER · 50–75% · control person
  • ListedTHOMPSON, WILLIAM, VAN · EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER; SECRETARY; MEMBER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 25 →

Top Trims

Show all 6 →

New Positions

Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →

NFC Investments, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MGIC INVESTMENT CORP MTG 552848103 $43.8M 11.14% 1,552,750 SH
2 APOLLO GLOBAL MGMT INC APO 03769M106 $35.9M 9.12% 303,258 SH
3 ALPHABET INC CAP STK GOOG 02079K107 $31.7M 8.07% 89,814 SH
4 PROGRESSIVE CORP OHIO PGR 743315103 $28.4M 7.21% 129,806 SH
5 DARLING INGREDIENTS INC DAR 237266101 $24.3M 6.17% 444,295 SH
6 PELAGOS INS CAP LTD PLGO G3398L118 $22.4M 5.69% 918,112 SH
7 AUTOZONE INC AZO 053332102 $18.9M 4.80% 5,906 SH
8 WESTROCK COFFEE CO WEST 96145W103 $16.8M 4.26% 2,066,711 SH
9 TARGA RES CORP TRGP 87612G101 $15.9M 4.03% 59,147 SH
10 STARWOOD PPTY TR INC STWD 85571B105 $13.5M 3.44% 826,096 SH
11 TOLL BROTHERS INC TOL 889478103 $13.1M 3.34% 79,764 SH
12 AMERICAN EXPRESS CO AXP 025816109 $12.9M 3.27% 38,050 SH
13 ENERGY TRANSFER L P ET 29273V100 $11.8M 2.99% 614,758 SH
14 RYAN SPECIALTY HOLDINGS INC RYAN 78351F107 $11.1M 2.82% 293,952 SH
15 U HAUL HOLDING COMPANY UHAL.B 023586506 $10.4M 2.64% 180,087 SH
16 EVEREST RE GROUP LTD EG G3223R108 $10.4M 2.64% 29,066 SH
17 TRIUMPH FINANCIAL INC TFIN 89679E300 $9.7M 2.47% 127,238 SH
18 RANGE RES CORP RRC 75281A109 $9.6M 2.44% 258,162 SH
19 CAPITAL ONE FINANCIAL CORP COF 14040H105 $9.2M 2.33% 45,631 SH
20 KINDER MORGAN INC DEL KMI 49456B101 $6.8M 1.72% 212,090 SH
21 OLD REP INTL CORP ORI 680223104 $6.3M 1.59% 152,850 SH
22 VIPER ENERGY INC VNOM 64361Q101 $5.4M 1.37% 127,288 SH
23 HARTFORD FINL SVCS CORP HIG 416515104 $4.6M 1.18% 35,000 SH
24 TRAVELERS GROUP INC — 894190107 $4.3M 1.09% 13,000 SH
25 ESSENT GROUP LTD ESNT G3198U102 $2.9M 0.75% 45,615 SH
26 REDWOOD TRUST INC RWT 758075402 $2.2M 0.55% 457,691 SH
27 ALLIANCE RESOURCE PARTNERS L ARLP 01877R108 $1.8M 0.46% 75,700 SH
28 FIRST HORIZON NATIONAL CORP FHN 320517105 $1.6M 0.39% 60,520 SH
29 MILLROSE PPTYS INC MRP 601137102 $1.1M 0.27% 35,477 SH
30 COCA COLA CO KO 191216100 $1.0M 0.26% 12,500 SH
31 NMI HOLDINGS INC NMIH 629209305 $683.0K 0.17% 16,620 SH
32 REGIONS FINANCIAL CORP RF 7591EP100 $581.0K 0.15% 19,235 SH
33 BERKSHIRE HATHAWAY INC BRK.B 084670702 $573.0K 0.15% 1,145 SH
34 VANGUARD WORLD FD MGK 921910816 $554.0K 0.14% 6,300 SH
35 BANK OF AMERICA CORP BAC 060505104 $476.0K 0.12% 8,347 SH
36 MICROSOFT CORP MSFT 594918104 $476.0K 0.12% 1,275 SH
37 KKR & CO INC KKR 48251W104 $459.0K 0.12% 5,000 SH
38 APPLE INC AAPL 037833100 $417.0K 0.11% 1,440 SH
39 FEDEX CORP FDX 31428X106 $338.0K 0.09% 1,079 SH
40 ALPHABET INC CAP STK GOOGL 02079K305 $333.0K 0.08% 930 SH
41 INVESCO QQQ TR QQQ 46090E103 $331.0K 0.08% 450 SH
42 PINNACLE FINL PARTNERS PNFP 72348N109 $304.0K 0.08% 3,014 SH
43 FIDELITY COMWLTH TR ONEQ 315912808 $241.0K 0.06% 2,330 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $393.2M 43 0001512858-26-000003
2026-03-31 2026-05-12 $359.2M 41 0001512858-26-000002
2025-12-31 2026-02-11 $354.2M 43 0001512858-26-000001
2025-09-30 2025-11-12 $345.5M 43 0001512858-25-000006
Filer Information
Address
700 COLONIAL ROAD
SUITE 101
MEMPHIS, TN 38117
Phone
(901) 767-5576
Filing Manager
NFC Investments, LLC
MEMPHIS, TN
Signatory
Will Thompson
President