NFC Investments, LLC

RIA/Wealth

NFC Investments, LLC is a RIA/Wealth based in Charlotte, NC led by Charles Kyle Slatery, reporting $2.0B in AUM as of Q3 2025 with 53% Financial Services concentration and 68% concentrated in top 10 holdings.

CEOCharles Kyle Slatery

Portfolio Value: $345.4M
Positions: 44
Top Holding: MTG at 14.85%
Last Reported: Q3 2025

Address525 North Tryon Street, Suite 1900, Charlotte, NC, 28202, United States

Top Holdings

Largest long holdings in NFC Investments, LLC's portfolio (68.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 MGIC Investment Corp. MTG	Insurance - Specialty Financial Services	$51.3M	14.85%	-$1.9M Sold	0.78% 1.8M shares	Q4 2023 Held for 1y 11m
2 Apollo Global Management APO	Asset Management - Global Financial Services	$39.3M	11.37%	-$1.8M Sold	0.05% 294.8K shares	Q4 2023 Held for 1y 11m
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$26.9M	7.79%	-$2.0M Sold	0.00% 110.4K shares	Q4 2023 Held for 1y 11m
4 AutoZone AZO	Specialty Retail Consumer Cyclical	$24.3M	7.04%	-$1.8M Sold	0.03% 5.7K shares	Q4 2023 Held for 1y 11m
5 Progressive PGR	Insurance - Property & Casualty Financial Services	$20.4M	5.91%	-$955.7K Sold	0.01% 82.6K shares	Q4 2023 Held for 1y 11m
6 Westrock Coffee Company WEST	Packaged Foods Consumer Defensive	$19.9M	5.75%	+$397.2K Bought	4.32% 4.1M shares	Q4 2023 Held for 1y 11m
7 Darling Ingredients Inc. DAR	Packaged Foods Consumer Defensive	$14.4M	4.16%	-$374.3K Sold	0.29% 465.8K shares	Q4 2023 Held for 1y 11m
8 Lennar Corporation LEN.B	Residential Construction Consumer Cyclical	$13.7M	3.96%	-$742.7K Sold	0.04% 114.0K shares	Q4 2024 Held for 11 months
9 American Express AXP	Financial - Credit Services Financial Services	$13.2M	3.81%	-$1.0M Sold	0.01% 39.6K shares	Q4 2023 Held for 1y 11m
10 Starwood Property Trust STWD	REIT - Mortgage Real Estate	$12.9M	3.72%	+$179.5K Bought	0.18% 663.6K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NFC Investments, LLC's latest filing

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Market Value

$345.4M

Prior: $346.1M

Q/Q Change

-0.198%

-$685.5K

Net Flows % of MV

-0.831%

Turnover Ratio

7.82%

New Purchases

10 stocks

$20.2M

Added To

7 stocks

+$5.1M

Sold Out Of

2 stocks

$15.0M

Reduced Holdings

18 stocks

-$13.1M

Increased Positions

Position	Shares Δ	Change
1 Targa Resources TRGP	New	0 → 50.6K +$8.5M
2 Viper Energy VNOM	New	0 → 128.8K +$4.9M
3 MRP Morgan Stanley MRP	New	0 → 79.6K +$2.7M
4 MRP Millrose Properties, Inc. MRP	New	0 → 79.6K +$2.7M
5 Vanguard Mega Cap Growth MGK	New	0 → 704.0 +$283.3K

Decreased Positions

Position	Shares Δ	Change
1 First Horizon FHN	Sold	480.7K → 0 −$10.2M
2 Sitio Royalties STR	Sold	263.7K → 0 −$4.8M
3 Old Republic International ORI	-16.0%	187.5K → 157.5K −$1.3M
4 Essent Group ESNT	-9.52%	57.4K → 52.0K −$347.7K
5 American Express AXP	-7.22%	42.7K → 39.6K −$1.0M