0001512858-18-000004.txt : 20181113
0001512858-18-000004.hdr.sgml : 20181113
20181113162215
ACCESSION NUMBER: 0001512858-18-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181113
DATE AS OF CHANGE: 20181113
EFFECTIVENESS DATE: 20181113
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: 181178277
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
09-30-2018
09-30-2018
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
11-13-2018
0
42
312053
false
INFORMATION TABLE
2
NFC13FSEPT2018.xml
AIR LEASE CORP
CL A
00912X302
13764
299995
SH
SOLE
NONE
65000
0
234995
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
595
40735
SH
SOLE
NONE
22900
0
17835
AMERICAN INTL GROUP INC
COM
026874784
18667
350619
SH
SOLE
NONE
200000
0
150619
ANNALY CAP MGMT INC
COM
035710409
382
37300
SH
SOLE
NONE
0
0
37300
APPLE INC
COM
037833100
257
1138
SH
SOLE
NONE
0
0
1138
ASSURED GUARANTY LTD
COM
G0585R106
17757
420473
SH
SOLE
NONE
190000
0
230473
ATHENE HLDG LTD
CL A
G0684d107
19507
377608
SH
SOLE
NONE
174616
0
202992
AUTOZONE INC
COM
053332102
15713
20257
SH
SOLE
NONE
4060
0
16197
BERKSHIRE HATHAWAY INC
CL B
084670702
931
4350
SH
SOLE
NONE
0
0
4350
CAPITAL ONE FINL CORP
COM
14040H105
5931
62479
SH
SOLE
NONE
13393
0
49086
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
2228
41894
SH
SOLE
NONE
13419
0
28475
CHIMERA INVT CORP
COM
16934Q109
16507
910497
SH
SOLE
NONE
85000
0
825497
COCA COLA CO
COM
191216100
603
13064
SH
SOLE
NONE
0
0
13064
COMCAST CORP NEW
CL A
20030n101
10648
300705
SH
SOLE
NONE
60000
0
240705
CORECIVIC INC
COM
21871n101
10607
435945
SH
SOLE
NONE
80000
0
355945
CRAWFORD & CO
CL A
224633206
2700
299954
SH
SOLE
NONE
283000
0
16954
DARLING INGREDIENTS INC
COM
237266101
8221
425495
SH
SOLE
NONE
95000
0
330495
DOWDUPONT INC
COM
26078j100
8097
125900
SH
SOLE
NONE
27000
0
98900
ENSTAR GROUP LIMITED
SHS
G3075p101
21360
102444
SH
SOLE
NONE
53500
0
48944
EVEREST RE GROUP LTD
COM
G3223R108
2742
12000
SH
SOLE
NONE
12000
0
0
FIRST HORIZON NATL CORP
COM
320517105
414
23995
SH
SOLE
NONE
0
0
23995
GREENLIGHT CAP RE LTD
CL A
G4095J109
1550
125000
SH
SOLE
NONE
125000
0
0
ISHARES TR
RUS 1000 ETF
464287622
643
3974
SH
SOLE
NONE
0
0
3974
ISHARES TR
CORE S&P500 ETF
464287200
512
1750
SH
SOLE
NONE
0
0
1750
JERNIGAN CAP INC
COM
476405105
8487
439990
SH
SOLE
NONE
55000
0
384990
KKR & CO L P DEL
COM UNITS LP
48248m102
267
9800
SH
SOLE
NONE
0
0
9800
LIBERTY BROADBAND CORP
COM SER C
530307305
9516
112880
SH
SOLE
NONE
25000
0
87880
MGIC INVESTMENT CORP
CORP
552848103
35935
2699820
SH
SOLE
NONE
1305000
0
1394820
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
3405
281367
SH
SOLE
NONE
55000
0
226367
OLD REP INTL CORP
COM
680223104
4252
190000
SH
SOLE
NONE
100000
0
90000
PICO HOLDINGS INC
COM
693366205
7513
598612
SH
SOLE
NONE
128043
0
470569
PINNACLE FINL PARTNERS
COM
72346q104
202
3361
SH
SOLE
NONE
0
0
3361
REGIONS FINANCIAL CORP
COM
7591EP100
353
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2274
17020
SH
SOLE
NONE
17000
0
20
SELECT INTERIOR CONCEPTS INC
CL A
816120307
8504
798470
SH
SOLE
NONE
175824
0
622646
STARWOOD PPTY TR INC
COM
85571B105
17874
830589
SH
SOLE
NONE
120106
0
710483
STEWART INFORMATION SVCS COR
COM
860372101
1800
40000
SH
SOLE
NONE
40000
0
0
STORE CAP CORP
COM
862121100
5663
203775
SH
SOLE
NONE
0
0
203775
TORTOISE MLP FD INC
COM
89148B101
5316
330615
SH
SOLE
NONE
0
0
330615
TRIUMPH BANCORP INC
COM
89679E300
8564
224200
SH
SOLE
NONE
70000
0
154200
VERISIGN INC
COM
92343e102
10479
65446
SH
SOLE
NONE
13000
0
52446
WHITE MTNS INS GRP LTD
COM
G9618E107
1313
1403
SH
SOLE
NONE
1400
0
3