Ownership history in NFC Investments, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which NFC Investments, LLC reported a position in WESTROCK COFFEE CO (WEST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NFC Investments, LLC underperformed the S&P 500 by β60.6% annually on this WEST position. Timing score: 45% (5/11 decisions correct). Average cost basis: $10.08. Maximum drawdown during holding period: β69.5%.
β Significantly underperformed the S&P 500 by 60.6% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $4.86 (2025 Q3) Β· Worst: $13.36 (2022 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 3 trims. Bought during 7 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.3% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size