0001512858-18-000003.txt : 20180814
0001512858-18-000003.hdr.sgml : 20180814
20180814145407
ACCESSION NUMBER: 0001512858-18-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180814
DATE AS OF CHANGE: 20180814
EFFECTIVENESS DATE: 20180814
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: 181016562
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
false
false
0001512858
XXXXXXXX
06-30-2018
06-30-2018
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
08-14-2018
0
39
271509
false
INFORMATION TABLE
2
NFC13FJUNE2018.xml
AIR LEASE CORP
CL A
00912X302
12595
300095
SH
SOLE
NONE
65000
0
235095
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
573
39535
SH
SOLE
NONE
22900
0
16635
AMERICAN INTL GROUP INC
COM
026874784
18676
352244
SH
SOLE
NONE
200000
0
152244
ANNALY CAP MGMT INC
COM
035710409
412
40000
SH
SOLE
NONE
0
0
40000
APPLE INC
COM
037833100
581
3138
SH
SOLE
NONE
0
0
3138
ASSURED GUARANTY LTD
COM
G0585R106
15084
422173
SH
SOLE
NONE
190000
0
232173
ATHENE HLDG LTD
CL A
G0684d107
16584
378292
SH
SOLE
NONE
174616
0
203676
AUTOZONE INC
COM
053332102
13745
20487
SH
SOLE
NONE
4060
0
16427
BERKSHIRE HATHAWAY INC
CL B
084670702
812
4350
SH
SOLE
NONE
0
0
4350
CAPITAL ONE FINL CORP
COM
14040H105
5758
62654
SH
SOLE
NONE
13393
0
49261
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
2109
41894
SH
SOLE
NONE
13419
0
28475
CHIMERA INVT CORP
COM
16934Q109
16652
910923
SH
SOLE
NONE
85000
0
825923
COCA COLA CO
COM
191216100
573
13064
SH
SOLE
NONE
0
0
13064
COMCAST CORP NEW
CL A
20030n101
9854
300345
SH
SOLE
NONE
60000
0
240345
CORECIVIC INC
COM
21871n101
10429
436545
SH
SOLE
NONE
80000
0
356545
CRAWFORD & CO
CL A
224633206
2583
299954
SH
SOLE
NONE
283000
0
16954
DARLING INGREDIENTS INC
COM
237266101
8454
425265
SH
SOLE
NONE
95000
0
330265
ENSTAR GROUP LIMITED
SHS
G3075p101
21220
102364
SH
SOLE
NONE
53500
0
48864
EVEREST RE GROUP LTD
COM
G3223R108
2766
12000
SH
SOLE
NONE
12000
0
0
FANHUA INC
SPONSORED ADR
30712A103
1710
60000
SH
SOLE
NONE
60000
0
0
FIRST HORIZON NATL CORP
COM
320517105
455
25495
SH
SOLE
NONE
0
0
25495
ISHARES TR
RUS 1000 ETF
464287622
604
3974
SH
SOLE
NONE
0
0
3974
ISHARES TR
CORE S&P500 ETF
464287200
526
1925
SH
SOLE
NONE
0
0
1925
JERNIGAN CAP INC
COM
476405105
8284
434665
SH
SOLE
NONE
55000
0
379665
KKR & CO L P DEL
COM UNITS LP
48248m102
293
11800
SH
SOLE
NONE
0
0
11800
LIBERTY BROADBAND CORP
COM SER C
530307305
8528
112630
SH
SOLE
NONE
25000
0
87630
MGIC INVESTMENT CORP
CORP
552848103
29002
2705420
SH
SOLE
NONE
1305000
0
1400420
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
3537
279592
SH
SOLE
NONE
55000
0
224592
OLD REP INTL CORP
COM
680223104
3783
190000
SH
SOLE
NONE
100000
0
90000
PICO HOLDINGS INC
COM
693366205
7367
632364
SH
SOLE
NONE
134000
0
498364
PINNACLE FINL PARTNERS
COM
72346q104
206
3361
SH
SOLE
NONE
0
0
3361
REGIONS FINANCIAL CORP
COM
7591EP100
342
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2048
17020
SH
SOLE
NONE
17000
0
20
STARWOOD PPTY TR INC
COM
85571B105
18109
834144
SH
SOLE
NONE
120106
0
714038
STEWART INFORMATION SVCS COR
COM
860372101
1723
40000
SH
SOLE
NONE
40000
0
0
STORE CAP CORP
COM
862121100
5634
205625
SH
SOLE
NONE
0
0
205625
TRIUMPH BANCORP INC
COM
89679E300
9632
236380
SH
SOLE
NONE
70000
0
166380
VERISIGN INC
COM
92343e102
8994
65446
SH
SOLE
NONE
13000
0
52446
WHITE MTNS INS GRP LTD
COM
G9618E107
1272
1403
SH
SOLE
NONE
1400
0
3