0001512858-14-000006.txt : 20141112 0001512858-14-000006.hdr.sgml : 20141111 20141112121312 ACCESSION NUMBER: 0001512858-14-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141112 DATE AS OF CHANGE: 20141112 EFFECTIVENESS DATE: 20141112 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: 141212618 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 09-30-2014 09-30-2014 NFC Investments, LLC

510 SOUTH MENDENHALL SUITE 200 MEMPHIS TN 38117

13F HOLDINGS REPORT 028-14237 N William Thompson 9017675576 William V Thompson Memphis TN 11-12-2014 0 40 225986 false INFORMATION TABLE 2 NFC13FSEPT2014.xml ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 12827 187965 SH SOLE NONE 30000 0 157965 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 876 36810 SH SOLE NONE 22900 0 13910 AMERICAN INTL GROUP INC COM 026874784 31693 586700 SH SOLE NONE 245000 0 341700 ANNALY CAP MGMT INC COM 035710409 443 41500 SH SOLE NONE 0 0 41500 APPLE INC COM 037833100 510 5060 SH SOLE NONE 0 0 5060 ASSURED GUARANTY LTD COM G0585R106 7090 319955 SH SOLE NONE 100000 0 219955 BERKSHIRE HATHAWAY INC CL B 084670702 420 3040 SH SOLE NONE 0 0 3040 BIOSCRIP INC COM 09069N108 6714 971685 SH SOLE NONE 300000 0 671685 BROOKFIELD RESIDENTIAL PPTYS COM 11283W104 6993 370181 SH SOLE NONE 79191 0 290990 CAPITAL ONE FINL CORP COM 14040H105 8422 103185 SH SOLE NONE 23000 0 80185 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 4209 105120 SH SOLE NONE 30000 0 75120 CENTRAL SECS CORP COM 155123102 438 19068 SH SOLE NONE 0 0 19068 CHIMERA INVT CORP COM 16934Q109 14386 4732150 SH SOLE NONE 750000 0 3982150 COCA COLA CO COM 191216100 564 13214 SH SOLE NONE 0 0 13214 CORRECTIONS CORP AMER COM 22025Y407 4186 121833 SH SOLE NONE 0 0 121833 DIRECTV COM CL A 25490A101 4488 51875 SH SOLE NONE 11000 0 40875 ENSTAR GROUP LIMITED SHS G3075p101 9193 67440 SH SOLE NONE 24000 0 43440 EVEREST RE GROUP LTD COM G3223R108 1944 12000 SH SOLE NONE 12000 0 0 FIRST HORIZON NATL CORP COM 320517105 467 37995 SH SOLE NONE 0 0 37995 GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 12412 357489 SH SOLE NONE 70000 0 287489 GOPRO INC CL A 38268T103 347 3700 SH SOLE NONE 0 0 3700 HAWAIIAN TELCOM HOLDCO INC COM 420031106 5506 214332 SH SOLE NONE 58213 0 156119 INTERVEST BANCSHARES CORP CL A 460927106 17876 1869889 SH SOLE NONE 508307 0 1361582 JOHNSON & JOHNSON COM 478160104 271 2540 SH SOLE NONE 0 0 2540 LIFELOCK INC COM 53224V100 2107 147423 SH SOLE NONE 30000 0 117423 LYON WILLIAM HOMES CL A 552074700 7106 321568 SH SOLE NONE 67874 0 253694 MACQUARIE INFRASTR CO MEMBERSHIP INT 55608B105 8760 131340 SH SOLE NONE 20000 0 111340 MARKEL CORP COM 570535104 960 1510 SH SOLE NONE 1510 0 0 OCI PARTNERS LP COM UNIT REP LP 67091N108 11529 536750 SH SOLE NONE 115000 0 421750 OLD REP INTL CORP COM 680223104 4213 295000 SH SOLE NONE 100000 0 195000 ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283 CL A G67742109 1914 124183 SH SOLE NONE 0 0 124183 REGIONS FINANCIAL CORP COM 7591EP100 193 19235 SH SOLE NONE 0 0 19235 RENAISSANCE RE HOLDINGS LTD COM G7496G103 1702 17020 SH SOLE NONE 17000 0 20 RENT A CTR INC COM 76009N100 3456 113880 SH SOLE NONE 25000 0 88880 RHINO RESOURCE PARTNR COM UNIT REPST 76218Y103 476 39838 SH SOLE NONE 33000 0 6838 RICE ENERGY INC COM 762760106 9178 345026 SH SOLE NONE 64489 0 280537 STANCORP FINL GROUP INC COM 852891100 948 15000 SH SOLE NONE 15000 0 0 STARWOOD PPTY TR INC COM 85571B105 19111 870265 SH SOLE NONE 180000 0 690265 STEWART INFORMATION SVCS COR COM 860372101 1174 40000 SH SOLE NONE 40000 0 0 WHITE MTNS INS GRP LTD COM G9618E107 884 1403 SH SOLE NONE 1400 0 3