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