- New Purchases: REGI,
- Added Positions: NTG, STWD, ATH, MTG, TBK, ESGR, AGO, DAR, CMCSA, GOOG, STOR, JCAP, AIG, COF, LBRDK, CXW, DD, GLIBA, ORI, KKR, BRK.B,
- Reduced Positions: HOMB, SIC, CRD.A,
- Sold Out: DOW,
For the details of NFC Investments, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nfc+investments%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of NFC Investments, LLC- MGIC Investment Corp (MTG) - 2,709,620 shares, 10.01% of the total portfolio. Shares added by 1.78%
- Athene Holding Ltd (ATH) - 693,970 shares, 8.57% of the total portfolio. Shares added by 2.06%
- AutoZone Inc (AZO) - 20,649 shares, 6.58% of the total portfolio. Shares added by 0.32%
- Starwood Property Trust Inc (STWD) - 845,212 shares, 6.01% of the total portfolio. Shares added by 3.01%
- Enstar Group Ltd (ESGR) - 104,469 shares, 5.83% of the total portfolio. Shares added by 2.59%
NFC Investments, LLC initiated holding in Renewable Energy Group Inc. The purchase prices were between $10.71 and $16.13, with an estimated average price of $13.8. The stock is now traded at around $17.40. The impact to a portfolio due to this purchase was 3.37%. The holding were 763,972 shares as of .
Added: Tortoise Midstream Energy Fund, Inc. (NTG)NFC Investments, LLC added to a holding in Tortoise Midstream Energy Fund, Inc. by 38.55%. The purchase prices were between $11.44 and $13.86, with an estimated average price of $12.78. The stock is now traded at around $10.83. The impact to a portfolio due to this purchase was 0.6%. The holding were 595,881 shares as of .
Added: KKR & Co Inc (KKR)NFC Investments, LLC added to a holding in KKR & Co Inc by 50.06%. The purchase prices were between $23.98 and $29.6, with an estimated average price of $26.36. The stock is now traded at around $29.42. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,040 shares as of .
Sold Out: Dow Inc (DOW)NFC Investments, LLC sold out a holding in Dow Inc. The sale prices were between $40.71 and $52.79, with an estimated average price of $46.79.
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