0001512858-16-000007.txt : 20160810 0001512858-16-000007.hdr.sgml : 20160810 20160810165026 ACCESSION NUMBER: 0001512858-16-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160810 DATE AS OF CHANGE: 20160810 EFFECTIVENESS DATE: 20160810 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: 161822048 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 false false 0001512858 XXXXXXXX 06-30-2016 06-30-2016 NFC Investments, LLC
510 SOUTH MENDENHALL SUITE 200 MEMPHIS TN 38117
13F HOLDINGS REPORT 028-14237 N
William V Thompson III Chief Compliance Officer 9017675576 William V Thompson III Memphis TN 08-10-2016 0 40 212677 false
INFORMATION TABLE 2 NFC13FJUNE2016.xml AIR LEASE CORP CL A 00912X302 10417 388975 SH SOLE NONE 85000 0 303975 ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 5588 265580 SH SOLE NONE 85800 0 179780 AMERICAN CAP LTD COM 02503y103 2332 147345 SH SOLE NONE 0 0 147345 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 658 35185 SH SOLE NONE 22900 0 12285 AMERICAN INTL GROUP INC COM 026874784 24300 459450 SH SOLE NONE 205000 0 254450 ANNALY CAP MGMT INC COM 035710409 365 33000 SH SOLE NONE 0 0 33000 APPLE INC COM 037833100 321 3360 SH SOLE NONE 0 0 3360 ASSURED GUARANTY LTD COM G0585R106 7841 309063 SH SOLE NONE 96000 0 213063 BERKSHIRE HATHAWAY INC CL B 084670702 636 4390 SH SOLE NONE 0 0 4390 CAPITAL ONE FINL CORP COM 14040H105 5987 94275 SH SOLE NONE 12000 0 82275 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 2412 101209 SH SOLE NONE 30000 0 71209 CHIMERA INVT CORP COM 16934Q109 13441 856136 SH SOLE NONE 80000 0 776136 COCA COLA CO COM 191216100 631 13922 SH SOLE NONE 0 0 13922 CORRECTIONS CORP AMER COM 22025Y407 4141 118259 SH SOLE NONE 0 0 118259 DARLING INGREDIENTS INC COM 237266101 7703 516968 SH SOLE NONE 120000 0 396968 ENSTAR GROUP LIMITED SHS G3075p101 20692 127739 SH SOLE NONE 64021 0 63718 EVEREST RE GROUP LTD COM G3223R108 2192 12000 SH SOLE NONE 12000 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 6002 523274 SH SOLE NONE 175000 0 348274 FIRST HORIZON NATL CORP COM 320517105 427 30995 SH SOLE NONE 0 0 30995 GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 10193 556097 SH SOLE NONE 90000 0 466097 HORNBECK OFFSHORE SVCS INC N COM 440543106 594 71270 SH SOLE NONE 22523 0 48747 JERNIGAN CAP INC COM 476405105 3217 230754 SH SOLE NONE 20900 0 209854 JOHNSON & JOHNSON COM 478160104 252 2080 SH SOLE NONE 0 0 2080 LIBERTY BROADBAND CORP COM SER C 530307305 8766 146104 SH SOLE NONE 32000 0 114104 LIFELOCK INC COM 53224V100 1503 95045 SH SOLE NONE 0 0 95045 MGIC INVESTMENT CORP CORP 552848103 8746 1469910 SH SOLE NONE 760000 0 709910 MACQUARIE INFRASTR CO MEMBERSHIP INT 55608B105 8542 115354 SH SOLE NONE 17000 0 98354 NAVIGATOR HOLDINGS LTD SHS Y62132108 3894 338590 SH SOLE NONE 60000 0 278590 OCI PARTNERS LP COM UNIT REP LP 67091N108 6101 808100 SH SOLE NONE 140000 0 668100 OLD REP INTL CORP COM 680223104 4167 216000 SH SOLE NONE 100000 0 116000 ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283 CL A G67742109 1153 83575 SH SOLE NONE 0 0 83575 PHILIP MORRIS INTL INC COM 718172109 209 2050 SH SOLE NONE 0 0 2050 REGIONS FINANCIAL CORP COM 7591EP100 163 19235 SH SOLE NONE 0 0 19235 RENAISSANCE RE HOLDINGS LTD COM G7496G103 1999 17020 SH SOLE NONE 17000 0 20 RICE ENERGY INC COM 762760106 7290 330781 SH SOLE NONE 60000 0 270781 STARWOOD PPTY TR INC COM 85571B105 12132 585533 SH SOLE NONE 50000 0 535533 STATE NATL COS INC COM 85711T305 4427 420440 SH SOLE NONE 255000 0 165440 STEWART INFORMATION SVCS COR COM 860372101 1656 40000 SH SOLE NONE 40000 0 0 TRIUMPH BANCORP INC COM 89679E300 10406 650373 SH SOLE NONE 300020 0 350353 WHITE MTNS INS GRP LTD COM G9618E107 1181 1403 SH SOLE NONE 1400 0 3