0001512858-15-000002.txt : 20150512 0001512858-15-000002.hdr.sgml : 20150512 20150512123419 ACCESSION NUMBER: 0001512858-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150512 DATE AS OF CHANGE: 20150512 EFFECTIVENESS DATE: 20150512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NFC Investments, LLC CENTRAL INDEX KEY: 0001512858 IRS NUMBER: 201232617 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14237 FILM NUMBER: 15853530 BUSINESS ADDRESS: STREET 1: 510 SOUTH MENDENHALL STREET 2: SUITE 200 CITY: MEMPHIS STATE: TN ZIP: 38117 BUSINESS PHONE: 901-767-5576 MAIL ADDRESS: STREET 1: 510 SOUTH MENDENHALL STREET 2: SUITE 200 CITY: MEMPHIS STATE: TN ZIP: 38117 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001512858 XXXXXXXX 03-31-2015 03-31-2015 NFC Investments, LLC
510 SOUTH MENDENHALL SUITE 200 MEMPHIS TN 38117
13F HOLDINGS REPORT 028-14237 N
William Thompson CCO 9017675576 William Thompson Memphis TN 05-12-2015 0 39 1657 false
INFORMATION TABLE 2 NFC13FMAR2015.xml ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 10930 211456 SH SOLE NONE 30000 0 181456 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 827 37810 SH SOLE NONE 22900 0 14910 AMERICAN INTL GROUP INC COM 026874784 32383 591040 SH SOLE NONE 245000 0 346040 ANNALY CAP MGMT INC COM 035710409 410 39500 SH SOLE NONE 0 0 39500 APPLE INC COM 037833100 505 4060 SH SOLE NONE 0 0 4060 ASSURED GUARANTY LTD COM G0585R106 8457 320455 SH SOLE NONE 100000 0 220455 BERKSHIRE HATHAWAY INC CL B 084670702 439 3040 SH SOLE NONE 0 0 3040 BIOSCRIP INC COM 09069N108 3561 803800 SH SOLE NONE 184200 0 619600 CAPITAL ONE FINL CORP COM 14040H105 8724 110685 SH SOLE NONE 23000 0 87685 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 3894 105120 SH SOLE NONE 30000 0 75120 CENTRAL SECS CORP COM 155123102 441 20240 SH SOLE NONE 0 0 20240 CHIMERA INVT CORP COM 16934Q109 14459 4604900 SH SOLE NONE 750000 0 3854900 COCA COLA CO COM 191216100 536 13214 SH SOLE NONE 0 0 13214 CORRECTIONS CORP AMER COM 22025Y407 4877 121133 SH SOLE NONE 0 0 121133 ENSTAR GROUP LIMITED SHS G3075p101 13840 97559 SH SOLE NONE 37659 0 59900 EVEREST RE GROUP LTD COM G3223R108 2088 12000 SH SOLE NONE 12000 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 7794 552750 SH SOLE NONE 190000 0 362750 FIRST HORIZON NATL CORP COM 320517105 536 37495 SH SOLE NONE 0 0 37495 GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 15944 592920 SH SOLE NONE 100000 0 492920 HORNBECK OFFSHORE SVCS INC N COM 440543106 6713 356870 SH SOLE NONE 86980 0 269890 JERNIGAN CAP INC COM 476405105 1153 55550 SH SOLE NONE 0 0 55550 JOHNSON & JOHNSON COM 478160104 255 2540 SH SOLE NONE 0 0 2540 LIFELOCK INC COM 53224V100 1657 117423 SH SOLE NONE 0 0 117423 LYON WILLIAM HOMES CL A 552074700 8292 321147 SH SOLE NONE 67874 0 253273 MACQUARIE INFRASTR CO MEMBERSHIP INT 55608B105 10808 131340 SH SOLE NONE 20000 0 111340 NATIONSTAR MTG HLDGS INC COM 63861C109 6996 282440 SH SOLE NONE 72000 0 210440 OCI PARTNERS LP COM UNIT REP LP 67091N108 11499 711574 SH SOLE NONE 134855 0 576719 OLD REP INTL CORP COM 680223104 3940 263700 SH SOLE NONE 100000 0 163700 ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283 CL A G67742109 1439398 94635 SH SOLE NONE 0 0 94635 REGIONS FINANCIAL CORP COM 7591EP100 182 19235 SH SOLE NONE 0 0 19235 REMY INTL INC NEW COM 75971M108 2193 98783 SH SOLE NONE 33969 0 64814 RENAISSANCE RE HOLDINGS LTD COM G7496G103 1697 17020 SH SOLE NONE 17000 0 20 RHINO RESOURCE PARTNR COM UNIT REPST 76218Y103 89 37288 SH SOLE NONE 33000 0 4288 RICE ENERGY INC COM 762760106 7894 362786 SH SOLE NONE 64489 0 298297 STANCORP FINL GROUP INC COM 852891100 1029 15000 SH SOLE NONE 15000 0 0 STARWOOD PPTY TR INC COM 85571B105 15548 639820 SH SOLE NONE 57000 0 582820 STEWART INFORMATION SVCS COR COM 860372101 1626 40000 SH SOLE NONE 40000 0 0 TRIUMPH BANCORP INC COM 89679E300 4403 322360 SH SOLE NONE 166589 0 155771 WHITE MTNS INS GRP LTD COM G9618E107 960 1403 SH SOLE NONE 1400 0 3