0001512858-16-000009.txt : 20161115 0001512858-16-000009.hdr.sgml : 20161115 20161115112837 ACCESSION NUMBER: 0001512858-16-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161115 DATE AS OF CHANGE: 20161115 EFFECTIVENESS DATE: 20161115 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: 161998454 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 09-30-2016 09-30-2016 NFC Investments, LLC

510 SOUTH MENDENHALL SUITE 200 MEMPHIS TN 38117

13F HOLDINGS REPORT 028-14237 N William Thompson 9017675576 William V Thompson III Memphis TN 11-15-2016 0 39 222935 false INFORMATION TABLE 2 NFC13FSEPT2016.xml AIR LEASE CORP CL A 00912X302 11036 386175 SH SOLE NONE 85000 0 301175 ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 6284 241230 SH SOLE NONE 65000 0 176230 AMERICAN CAP LTD COM 02503y103 2282 134945 SH SOLE NONE 0 0 134945 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 733 34585 SH SOLE NONE 22900 0 11685 AMERICAN INTL GROUP INC COM 026874784 27198 458350 SH SOLE NONE 205000 0 253350 ANNALY CAP MGMT INC COM 035710409 391 37200 SH SOLE NONE 0 0 37200 APPLE INC COM 037833100 323 2860 SH SOLE NONE 0 0 2860 ASSURED GUARANTY LTD COM G0585R106 8543 307863 SH SOLE NONE 96000 0 211863 BERKSHIRE HATHAWAY INC CL B 084670702 634 4390 SH SOLE NONE 0 0 4390 CAPITAL ONE FINL CORP COM 14040H105 6725 93625 SH SOLE NONE 12000 0 81625 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 3049 100209 SH SOLE NONE 30000 0 70209 CHIMERA INVT CORP COM 16934Q109 13631 854636 SH SOLE NONE 80000 0 774636 COCA COLA CO COM 191216100 583 13772 SH SOLE NONE 0 0 13772 DARLING INGREDIENTS INC COM 237266101 6975 516255 SH SOLE NONE 120000 0 396255 ENSTAR GROUP LIMITED SHS G3075p101 20991 127629 SH SOLE NONE 64021 0 63608 EVEREST RE GROUP LTD COM G3223R108 2280 12000 SH SOLE NONE 12000 0 0 FIRST HORIZON NATL CORP COM 320517105 472 30995 SH SOLE NONE 0 0 30995 GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 10891 554797 SH SOLE NONE 90000 0 464797 JERNIGAN CAP INC COM 476405105 4418 230454 SH SOLE NONE 20900 0 209554 JOHNSON & JOHNSON COM 478160104 246 2080 SH SOLE NONE 0 0 2080 LIBERTY BROADBAND CORP COM SER C 530307305 10440 146054 SH SOLE NONE 32000 0 114054 LIFELOCK INC COM 53224V100 1608 95045 SH SOLE NONE 0 0 95045 MGIC INVESTMENT CORP CORP 552848103 13043 1630410 SH SOLE NONE 850000 0 780410 MACQUARIE INFRASTR CO MEMBERSHIP INT 55608B105 9544 114654 SH SOLE NONE 17000 0 97654 MERCK & CO INC COM 58933Y105 215 3439 SH SOLE NONE 0 0 3439 NAVIGATOR HOLDINGS LTD SHS Y62132108 2420 336590 SH SOLE NONE 60000 0 276590 OCI PARTNERS LP COM UNIT REP LP 67091N108 4042 683944 SH SOLE NONE 110000 0 573944 OLD REP INTL CORP COM 680223104 3806 216000 SH SOLE NONE 100000 0 116000 ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283 CL A G67742109 1208 84575 SH SOLE NONE 0 0 84575 PHILIP MORRIS INTL INC COM 718172109 206 2115 SH SOLE NONE 0 0 2115 PICO HOLDINGS INC COM 693366205 4939 418954 SH SOLE NONE 95000 0 323954 REGIONS FINANCIAL CORP COM 7591EP100 190 19235 SH SOLE NONE 0 0 19235 RENAISSANCE RE HOLDINGS LTD COM G7496G103 2045 17020 SH SOLE NONE 17000 0 20 RICE ENERGY INC COM 762760106 8587 328881 SH SOLE NONE 60000 0 268881 STARWOOD PPTY TR INC COM 85571B105 13211 586633 SH SOLE NONE 50000 0 536633 STATE NATL COS INC COM 85711T305 4715 423990 SH SOLE NONE 255000 0 168990 STEWART INFORMATION SVCS COR COM 860372101 1778 40000 SH SOLE NONE 40000 0 0 TRIUMPH BANCORP INC COM 89679E300 12089 609335 SH SOLE NONE 182125 0 427210 WHITE MTNS INS GRP LTD COM G9618E107 1164 1403 SH SOLE NONE 1400 0 3