0001512858-17-000004.txt : 20171113
0001512858-17-000004.hdr.sgml : 20171110
20171113112421
ACCESSION NUMBER: 0001512858-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171113
DATE AS OF CHANGE: 20171113
EFFECTIVENESS DATE: 20171113
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: 171194247
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
09-30-2017
09-30-2017
NFC Investments, LLC
510 SOUTH MENDENHALL
SUITE 200
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
William V Thompson
Chief Compliance Officer
9017675576
William V Thompson
Memphis
TN
11-13-2017
0
44
291190
false
INFORMATION TABLE
2
NFC13FSEPT2017.xml
AIR LEASE CORP
CL A
00912X302
16729
392510
SH
SOLE
NONE
85000
0
307510
ALLIANCE HOLDINGS GP LP
COM UNITS LP
01861G100
5236
188260
SH
SOLE
NONE
65000
0
123260
ALLIANCE RES PARTNERS LP
UT LTD PART
01877R108
503
26000
SH
SOLE
NONE
0
0
26000
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
758
37885
SH
SOLE
NONE
22900
0
14985
AMERICAN INTL GROUP INC
COM
026874784
27889
454299
SH
SOLE
NONE
205000
0
249299
ANNALY CAP MGMT INC
COM
035710409
478
39200
SH
SOLE
NONE
0
0
39200
APPLE INC
COM
037833100
420
2728
SH
SOLE
NONE
0
0
2728
ASSURED GUARANTY LTD
COM
G0585R106
15329
406063
SH
SOLE
NONE
145000
0
261063
ATHENE HLDG LTD
CL A
G0684d107
11820
218898
SH
SOLE
NONE
83685
0
135213
AUTOZONE INC
COM
053332102
11078
18615
SH
SOLE
NONE
3800
0
14815
BERKSHIRE HATHAWAY INC
CL B
084670702
805
4390
SH
SOLE
NONE
0
0
4390
CAPITAL ONE FINL CORP
COM
14040H105
7720
91185
SH
SOLE
NONE
12000
0
79185
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
4241
99484
SH
SOLE
NONE
30000
0
69484
CHIMERA INVT CORP
COM
16934Q109
16302
861616
SH
SOLE
NONE
80000
0
781616
COCA COLA CO
COM
191216100
588
13064
SH
SOLE
NONE
0
0
13064
CORECIVIC INC
COM
21871n101
9635
359907
SH
SOLE
NONE
65700
0
294207
DARLING INGREDIENTS INC
COM
237266101
9830
561070
SH
SOLE
NONE
120000
0
441070
ENSTAR GROUP LIMITED
SHS
G3075p101
28937
130143
SH
SOLE
NONE
64021
0
66122
EVEREST RE GROUP LTD
COM
G3223R108
2741
12000
SH
SOLE
NONE
12000
0
0
FIRST HORIZON NATL CORP
COM
320517105
594
30995
SH
SOLE
NONE
0
0
30995
ISHARES TR
RUS 1000 ETF
464287622
556
3974
SH
SOLE
NONE
0
0
3974
JERNIGAN CAP INC
COM
476405105
4762
231704
SH
SOLE
NONE
20900
0
210804
JOHNSON & JOHNSON
COM
478160104
261
2010
SH
SOLE
NONE
0
0
2010
KKR & CO L P DEL
COM UNITS LP
48248m102
246
12100
SH
SOLE
NONE
0
0
12100
LIBERTY BROADBAND CORP
COM SER C
530307305
13762
144409
SH
SOLE
NONE
31650
0
112759
MGIC INVESTMENT CORP
CORP
552848103
20738
1655100
SH
SOLE
NONE
850000
0
805100
MERCK & CO INC
COM
58933Y105
211
3291
SH
SOLE
NONE
0
0
3291
MICROSOFT CORP
COM
594918104
245
3290
SH
SOLE
NONE
0
0
3290
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
3865
348165
SH
SOLE
NONE
60000
0
288165
OCI PARTNERS LP
COM UNIT REP LP
67091N108
2472
309040
SH
SOLE
NONE
0
0
309040
OLD REP INTL CORP
COM
680223104
4273
217000
SH
SOLE
NONE
100000
0
117000
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
235
2115
SH
SOLE
NONE
0
0
2115
PICO HOLDINGS INC
COM
693366205
10473
627096
SH
SOLE
NONE
135037
0
492059
PINNACLE FINL PARTNERS
COM
72346q104
225
3361
SH
SOLE
NONE
0
0
3361
REGIONS FINANCIAL CORP
COM
7591EP100
292
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2300
17020
SH
SOLE
NONE
17000
0
20
STARWOOD PPTY TR INC
COM
85571B105
13088
602583
SH
SOLE
NONE
50000
0
552583
STATE NATL COS INC
COM
85711T305
7709
367275
SH
SOLE
NONE
198700
0
168575
STEWART INFORMATION SVCS COR
COM
860372101
1510
40000
SH
SOLE
NONE
40000
0
0
STORE CAP CORP
COM
862121100
4778
192125
SH
SOLE
NONE
0
0
192125
TRIUMPH BANCORP INC
COM
89679E300
15529
481525
SH
SOLE
NONE
120173
0
361352
VERISIGN INC
COM
92343e102
9283
87255
SH
SOLE
NONE
17000
0
70255
WHITE MTNS INS GRP LTD
COM
G9618E107
1202
1403
SH
SOLE
NONE
1400
0
3