NFC Investments, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by President Will Thompson, lists a total of 44 positions held by the firm.
The portfolio is led by WestRock Coffee Co., which accounts for the largest holding with 1,483,738 shares valued at $1,845,409. Following WestRock Coffee, the second-largest position is Starwood Ppty Tr Inc with 16,591 shares valued at $1,228,987. Other notable holdings include Pelagos Ins Cap Ltd with 21,763 shares valued at $919,842 and Darling Ingredients Inc with 26,618 shares valued at $438,449.
The filing also lists significant positions in energy and financial sectors. VIPER Energy Inc holds 5,017 shares valued at $125,778, and MGIC Investment Corp holds 39,854 shares valued at $1,542,336. Additionally, NFC Investments holds substantial stakes in Kinder Morgan Inc with 6,340 shares valued at $210,275 and Apollo Global Mgmt Inc with 35,005 shares valued at $301,610.
