0001512858-19-000001.txt : 20190212
0001512858-19-000001.hdr.sgml : 20190212
20190212155551
ACCESSION NUMBER: 0001512858-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190212
DATE AS OF CHANGE: 20190212
EFFECTIVENESS DATE: 20190212
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: 19590632
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
12-31-2018
12-31-2018
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
02-12-2019
0
37
306465
false
INFORMATION TABLE
2
NFC13FDEC2018.xml
AIR LEASE CORP
CL A
00912X302
10878
360075
SH
SOLE
NONE
85000
0
275075
ALPHABET INC CAP STK
CL A
02079k107
10063
9717
SH
SOLE
NONE
2200
0
7517
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
224
41235
SH
SOLE
NONE
22900
0
18335
AMERICAN INTL GROUP INC
COM
026874784
14092
357569
SH
SOLE
NONE
200000
0
157569
ASSURED GUARANTY LTD
COM
G0585R106
16292
425603
SH
SOLE
NONE
190000
0
235603
ATHENE HLDG LTD
CL A
G0684d107
25916
650658
SH
SOLE
NONE
281900
0
368758
AUTOZONE INC
COM
053332102
17334
20676
SH
SOLE
NONE
4060
0
16616
BERKSHIRE HATHAWAY INC
CL B
084670702
870
4261
SH
SOLE
NONE
0
0
4261
CAPITAL ONE FINL CORP
COM
14040H105
8927
118104
SH
SOLE
NONE
31117
0
86987
CHIMERA INVT CORP
COM
16934Q109
17294
970472
SH
SOLE
NONE
85000
0
885472
COCA COLA CO
COM
191216100
642
13569
SH
SOLE
NONE
0
0
13569
COMCAST CORP NEW
CL A
20030n101
10617
311810
SH
SOLE
NONE
60000
0
251810
CORECIVIC INC
COM
21871n101
7953
446045
SH
SOLE
NONE
80000
0
366045
CRAWFORD & CO
CL A
224633206
2669
299954
SH
SOLE
NONE
283000
0
16954
DARLING INGREDIENTS INC
COM
237266101
8342
433595
SH
SOLE
NONE
95000
0
338595
DOWDUPONT INC
COM
26078j100
10739
200810
SH
SOLE
NONE
40000
0
160810
ENSTAR GROUP LIMITED
SHS
G3075p101
17600
105029
SH
SOLE
NONE
53500
0
51529
EVEREST RE GROUP LTD
COM
G3223R108
2613
12000
SH
SOLE
NONE
12000
0
0
FIRST HORIZON NATL CORP
COM
320517105
311
23695
SH
SOLE
NONE
0
0
23695
GCI LIBERTY INC
COM
36164v305
2336
56760
SH
SOLE
NONE
15000
0
41760
GREENLIGHT CAP RE LTD
CL A
G4095J109
1078
125000
SH
SOLE
NONE
125000
0
0
ISHARES TR
RUS 1000 ETF
464287622
551
3974
SH
SOLE
NONE
0
0
3974
JERNIGAN CAP INC
COM
476405105
8884
448215
SH
SOLE
NONE
55000
0
393215
LIBERTY BROADBAND CORP
COM SER C
530307305
8452
117340
SH
SOLE
NONE
25000
0
92340
MGIC INVESTMENT CORP
CORP
552848103
28633
2737370
SH
SOLE
NONE
1305000
0
1432370
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
2242
238551
SH
SOLE
NONE
55000
0
183551
OLD REP INTL CORP
COM
680223104
3908
190000
SH
SOLE
NONE
100000
0
90000
PICO HOLDINGS INC
COM
693366205
4293
469718
SH
SOLE
NONE
86454
0
383264
REGIONS FINANCIAL CORP
COM
7591EP100
257
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2276
17020
SH
SOLE
NONE
17000
0
20
SELECT INTERIOR CONCEPTS INC
CL A
816120307
6004
798470
SH
SOLE
NONE
175824
0
622646
STARWOOD PPTY TR INC
COM
85571B105
16100
816869
SH
SOLE
NONE
120106
0
696763
STEWART INFORMATION SVCS COR
COM
860372101
621
15000
SH
SOLE
NONE
15000
0
0
STORE CAP CORP
COM
862121100
5800
204875
SH
SOLE
NONE
0
0
204875
TORTOISE MLP FD INC
COM
89148B101
5156
420880
SH
SOLE
NONE
0
0
420880
TRIUMPH BANCORP INC
COM
89679E300
16484
555018
SH
SOLE
NONE
70000
0
485018
VERISIGN INC
COM
92343e102
10014
67531
SH
SOLE
NONE
13000
0
54531