0001512858-15-000004.txt : 20151113
0001512858-15-000004.hdr.sgml : 20151113
20151113164423
ACCESSION NUMBER: 0001512858-15-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151113
DATE AS OF CHANGE: 20151113
EFFECTIVENESS DATE: 20151113
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: 151229758
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
09-30-2015
09-30-2015
NFC Investments, LLC
510 SOUTH MENDENHALL
SUITE 200
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
William Thompson
Chief Compliance Officer
9017675576
William Thompson
Memphis
TN
11-13-2015
0
40
211532
false
INFORMATION TABLE
2
NFC13FSEPT2015.xml
AERCAP HOLDINGS NV
SHS
N00985106
5514
144200
SH
SOLE
NONE
41000
0
103200
AIR LEASE CORP
CL A
00912X302
2983
96481
SH
SOLE
NONE
25000
0
71481
ALLIANCE HOLDINGS GP LP
COM UNITS LP
01861G100
13388
432431
SH
SOLE
NONE
85800
0
346631
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
840
37010
SH
SOLE
NONE
22900
0
14110
AMERICAN INTL GROUP INC
COM
026874784
32284
568175
SH
SOLE
NONE
250000
0
318175
ANNALY CAP MGMT INC
COM
035710409
350
35500
SH
SOLE
NONE
0
0
35500
APPLE INC
COM
037833100
355
3217
SH
SOLE
NONE
0
0
3217
ASSURED GUARANTY LTD
COM
G0585R106
8049
321971
SH
SOLE
NONE
100000
0
221971
BERKSHIRE HATHAWAY INC
CL B
084670702
599
4590
SH
SOLE
NONE
0
0
4590
CAPITAL ONE FINL CORP
COM
14040H105
7633
105260
SH
SOLE
NONE
23000
0
82260
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
3288
103728
SH
SOLE
NONE
30000
0
73728
CENTRAL SECS CORP
COM
155123102
203
10294
SH
SOLE
NONE
0
0
10294
CHIMERA INVT CORP
COM
16934Q109
13719
1026112
SH
SOLE
NONE
150000
0
876112
COCA COLA CO
COM
191216100
562
14013
SH
SOLE
NONE
0
0
14013
CORRECTIONS CORP AMER
COM
22025Y407
3522
119233
SH
SOLE
NONE
0
0
119233
ENSTAR GROUP LIMITED
SHS
G3075p101
18539
123595
SH
SOLE
NONE
58521
0
65074
EVEREST RE GROUP LTD
COM
G3223R108
2080
12000
SH
SOLE
NONE
12000
0
0
FIDELITY NATIONAL FINANCIAL
FNFV GROUP COM
31620R402
6494
554128
SH
SOLE
NONE
190000
0
364128
FIRST HORIZON NATL CORP
COM
320517105
440
30995
SH
SOLE
NONE
0
0
30995
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
9203
627362
SH
SOLE
NONE
100000
0
527362
HORNBECK OFFSHORE SVCS INC N
COM
440543106
4436
327840
SH
SOLE
NONE
86980
0
240860
J ALEXANDERS HLDGS INC
COM
46609J106
951
95361
SH
SOLE
NONE
32816
0
62545
JERNIGAN CAP INC
COM
476405105
3761
215462
SH
SOLE
NONE
43000
0
172462
JOHNSON & JOHNSON
COM
478160104
271
2907
SH
SOLE
NONE
0
0
2907
LIBERTY BROADBAND CORP
COM SER C
530307305
7886
154123
SH
SOLE
NONE
36000
0
118123
LIFELOCK INC
COM
53224V100
965
110165
SH
SOLE
NONE
0
0
110165
MACQUARIE INFRASTR CO
MEMBERSHIP INT
55608B105
10143
135858
SH
SOLE
NONE
20000
0
115858
NATIONSTAR MTG HLDGS INC
COM
63861C109
3818
275256
SH
SOLE
NONE
72000
0
203256
OCI PARTNERS LP
COM UNIT REP LP
67091N108
8399
839070
SH
SOLE
NONE
140000
0
699070
OLD REP INTL CORP
COM
680223104
3975
254200
SH
SOLE
NONE
100000
0
154200
ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283
CL A
G67742109
1287
91635
SH
SOLE
NONE
0
0
91635
REGIONS FINANCIAL CORP
COM
7591EP100
173
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
1809
17020
SH
SOLE
NONE
17000
0
20
RICE ENERGY INC
COM
762760106
5683
351662
SH
SOLE
NONE
64489
0
287173
STANCORP FINL GROUP INC
COM
852891100
1713
15000
SH
SOLE
NONE
15000
0
0
STARWOOD PPTY TR INC
COM
85571B105
13705
667901
SH
SOLE
NONE
57000
0
610901
STATE NATL COS INC
COM
85711T305
935
100000
SH
SOLE
NONE
100000
0
0
STEWART INFORMATION SVCS COR
COM
860372101
1636
40000
SH
SOLE
NONE
40000
0
0
TRIUMPH BANCORP INC
COM
89679E300
8893
529317
SH
SOLE
NONE
166589
0
362728
WHITE MTNS INS GRP LTD
COM
G9618E107
1048
1403
SH
SOLE
NONE
1400
0
3