0001512858-17-000003.txt : 20170815
0001512858-17-000003.hdr.sgml : 20170815
20170814180430
ACCESSION NUMBER: 0001512858-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170815
DATE AS OF CHANGE: 20170814
EFFECTIVENESS DATE: 20170815
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: 171031942
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
06-30-2017
06-30-2017
NFC Investments, LLC
510 SOUTH MENDENHALL
SUITE 200
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
Will Thompson
Chief Compliance Officer
9017675576
Will Thompson
Memphis
TN
08-14-2017
0
43
281966
false
INFORMATION TABLE
2
NFC13FJUNE2017.xml
AIR LEASE CORP
CL A
00912X302
14709
393710
SH
SOLE
NONE
85000
0
308710
ALLIANCE HOLDINGS GP LP
COM UNITS LP
01861G100
5597
236160
SH
SOLE
NONE
65000
0
171160
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
799
37885
SH
SOLE
NONE
22900
0
14985
AMERICAN INTL GROUP INC
COM
026874784
28428
454699
SH
SOLE
NONE
205000
0
249699
ANNALY CAP MGMT INC
COM
035710409
472
39200
SH
SOLE
NONE
0
0
39200
APPLE INC
COM
037833100
393
2728
SH
SOLE
NONE
0
0
2728
ASSURED GUARANTY LTD
COM
G0585R106
16985
406913
SH
SOLE
NONE
145000
0
261913
ATHENE HLDG LTD
CL A
G0684d107
10859
218898
SH
SOLE
NONE
83685
0
135213
AUTOZONE INC
COM
053332102
8168
14318
SH
SOLE
NONE
2800
0
11518
BERKSHIRE HATHAWAY INC
CL B
084670702
744
4390
SH
SOLE
NONE
0
0
4390
CAPITAL ONE FINL CORP
COM
14040H105
7538
91235
SH
SOLE
NONE
12000
0
79235
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
4136
99684
SH
SOLE
NONE
30000
0
69684
CHIMERA INVT CORP
COM
16934Q109
16069
862516
SH
SOLE
NONE
80000
0
782516
COCA COLA CO
COM
191216100
593
13214
SH
SOLE
NONE
0
0
13214
CORECIVIC INC
COM
21871n101
9923
359782
SH
SOLE
NONE
65700
0
294082
DARLING INGREDIENTS INC
COM
237266101
8849
562220
SH
SOLE
NONE
120000
0
442220
ENSTAR GROUP LIMITED
SHS
G3075p101
25883
130293
SH
SOLE
NONE
64021
0
66272
EVEREST RE GROUP LTD
COM
G3223R108
3055
12000
SH
SOLE
NONE
12000
0
0
FIRST HORIZON NATL CORP
COM
320517105
540
30995
SH
SOLE
NONE
0
0
30995
JERNIGAN CAP INC
COM
476405105
5095
231604
SH
SOLE
NONE
20900
0
210704
JOHNSON & JOHNSON
COM
478160104
275
2080
SH
SOLE
NONE
0
0
2080
KKR & CO L P DEL
COM UNITS LP
48248m102
225
12100
SH
SOLE
NONE
0
0
12100
LIBERTY BROADBAND CORP
COM SER C
530307305
12550
144669
SH
SOLE
NONE
31650
0
113019
MGIC INVESTMENT CORP
CORP
552848103
18561
1657200
SH
SOLE
NONE
850000
0
807200
MERCK & CO INC
COM
58933Y105
220
3439
SH
SOLE
NONE
0
0
3439
MICROSOFT CORP
COM
594918104
227
3290
SH
SOLE
NONE
0
0
3290
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
2894
348665
SH
SOLE
NONE
60000
0
288665
OCI PARTNERS LP
COM UNIT REP LP
67091N108
3100
350228
SH
SOLE
NONE
35754
0
314474
OLD REP INTL CORP
COM
680223104
4219
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
1542
84575
SH
SOLE
NONE
0
0
84575
PHILIP MORRIS INTL INC
COM
718172109
248
2115
SH
SOLE
NONE
0
0
2115
PICO HOLDINGS INC
COM
693366205
7949
454204
SH
SOLE
NONE
95000
0
359204
PINNACLE FINL PARTNERS
COM
72346q104
211
3361
SH
SOLE
NONE
0
0
3361
REGIONS FINANCIAL CORP
COM
7591EP100
282
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2367
17020
SH
SOLE
NONE
17000
0
20
RICE ENERGY INC
COM
762760106
8946
335951
SH
SOLE
NONE
60000
0
275951
STARWOOD PPTY TR INC
COM
85571B105
13524
604033
SH
SOLE
NONE
50000
0
554033
STATE NATL COS INC
COM
85711T305
8070
439080
SH
SOLE
NONE
255000
0
184080
STEWART INFORMATION SVCS COR
COM
860372101
1815
40000
SH
SOLE
NONE
40000
0
0
STORE CAP CORP
COM
862121100
4273
190325
SH
SOLE
NONE
0
0
190325
TRIUMPH BANCORP INC
COM
89679E300
12294
500775
SH
SOLE
NONE
131173
0
369602
VERISIGN INC
COM
92343e102
8120
87350
SH
SOLE
NONE
17000
0
70350
WHITE MTNS INS GRP LTD
COM
G9618E107
1219
1403
SH
SOLE
NONE
1400
0
3