0001512858-19-000002.txt : 20190515
0001512858-19-000002.hdr.sgml : 20190515
20190514173747
ACCESSION NUMBER: 0001512858-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190514
EFFECTIVENESS DATE: 20190515
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: 19824115
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
03-31-2019
03-31-2019
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
05-14-2019
0
35
338892
false
INFORMATION TABLE
2
NFC13FMAR2019.xml
AIR LEASE CORP
CL A
00912X302
12972
377650
SH
SOLE
NONE
85000
0
292650
ALPHABET INC CAP STK
CL A
02079k107
12039
10261
SH
SOLE
NONE
2200
0
8061
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
231
41235
SH
SOLE
NONE
22900
0
18335
AMERICAN INTL GROUP INC
COM
026874784
15446
358704
SH
SOLE
NONE
200000
0
158704
ASSURED GUARANTY LTD
COM
G0585R106
18936
426203
SH
SOLE
NONE
190000
0
236203
ATHENE HLDG LTD
CL A
G0684d107
27104
664303
SH
SOLE
NONE
281900
0
382403
AUTOZONE INC
COM
053332102
21214
20714
SH
SOLE
NONE
4060
0
16654
BERKSHIRE HATHAWAY INC
CL B
084670702
856
4261
SH
SOLE
NONE
0
0
4261
CAPITAL ONE FINL CORP
COM
14040H105
11172
136755
SH
SOLE
NONE
33000
0
103755
CHIMERA INVT CORP
COM
16934Q109
18280
975472
SH
SOLE
NONE
85000
0
890472
COCA COLA CO
COM
191216100
636
13569
SH
SOLE
NONE
0
0
13569
COMCAST CORP NEW
CL A
20030n101
12512
312960
SH
SOLE
NONE
60000
0
252960
CORECIVIC INC
COM
21871n101
8726
448645
SH
SOLE
NONE
80000
0
368645
CRAWFORD & CO
CL A
224633206
2772
299954
SH
SOLE
NONE
283000
0
16954
DARLING INGREDIENTS INC
COM
237266101
9406
434445
SH
SOLE
NONE
95000
0
339445
DOWDUPONT INC
COM
26078j100
11006
206460
SH
SOLE
NONE
40000
0
166460
ENSTAR GROUP LIMITED
SHS
G3075p101
18339
105399
SH
SOLE
NONE
53500
0
51899
EVEREST RE GROUP LTD
COM
G3223R108
2592
12000
SH
SOLE
NONE
12000
0
0
FIRST HORIZON NATL CORP
COM
320517105
331
23695
SH
SOLE
NONE
0
0
23695
GCI LIBERTY INC
COM
36164v305
3210
57731
SH
SOLE
NONE
15000
0
42731
GREENLIGHT CAP RE LTD
CL A
G4095J109
525
48303
SH
SOLE
NONE
48303
0
0
ISHARES TR
RUS 1000 ETF
464287622
551
3500
SH
SOLE
NONE
0
0
3500
JERNIGAN CAP INC
COM
476405105
9463
449740
SH
SOLE
NONE
55000
0
394740
KKR & CO INC
CL A
48251w104
230
9800
SH
SOLE
NONE
0
0
9800
LIBERTY BROADBAND CORP
COM SER C
530307305
10788
117590
SH
SOLE
NONE
25000
0
92590
MGIC INVESTMENT CORP
CORP
552848103
36149
2740620
SH
SOLE
NONE
1305000
0
1435620
OLD REP INTL CORP
COM
680223104
3975
190000
SH
SOLE
NONE
100000
0
90000
REGIONS FINANCIAL CORP
COM
7591EP100
272
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2442
17020
SH
SOLE
NONE
17000
0
20
SELECT INTERIOR CONCEPTS INC
CL A
816120307
6870
551867
SH
SOLE
NONE
125824
0
426043
STARWOOD PPTY TR INC
COM
85571B105
18346
820869
SH
SOLE
NONE
120106
0
700763
STORE CAP CORP
COM
862121100
6880
205375
SH
SOLE
NONE
0
0
205375
TORTOISE MLP FD INC
COM
89148B101
5986
426980
SH
SOLE
NONE
0
0
426980
TRIUMPH BANCORP INC
COM
89679E300
16352
556368
SH
SOLE
NONE
70000
0
486368
VERISIGN INC
COM
92343e102
12283
67651
SH
SOLE
NONE
13000
0
54651