0001512858-17-000002.txt : 20170512 0001512858-17-000002.hdr.sgml : 20170512 20170512150808 ACCESSION NUMBER: 0001512858-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 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: 17838109 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 03-31-2017 03-31-2017 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 05-12-2017 0 41 262706000 false
INFORMATION TABLE 2 NFC13FMAR2017.xml AIR LEASE CORP CL A 00912X302 14846 383125 SH SOLE NONE 85000 0 298125 ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 6368 232160 SH SOLE NONE 65000 0 167160 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 803 37585 SH SOLE NONE 22900 0 14685 AMERICAN INTL GROUP INC COM 026874784 28175 451299 SH SOLE NONE 205000 0 246299 ANNALY CAP MGMT INC COM 035710409 413 37200 SH SOLE NONE 0 0 37200 APPLE INC COM 037833100 392 2728 SH SOLE NONE 0 0 2728 ASSURED GUARANTY LTD COM G0585R106 15233 410498 SH SOLE NONE 145000 0 265498 ATHENE HLDG LTD CL A G0684d107 8173 163484 SH SOLE NONE 55761 0 107723 BERKSHIRE HATHAWAY INC CL B 084670702 731 4390 SH SOLE NONE 0 0 4390 CAPITAL ONE FINL CORP COM 14040H105 8013 92460 SH SOLE NONE 12000 0 80460 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 4458 99509 SH SOLE NONE 30000 0 69509 CHIMERA INVT CORP COM 16934Q109 17171 850886 SH SOLE NONE 80000 0 770886 COCA COLA CO COM 191216100 561 13214 SH SOLE NONE 0 0 13214 CORECIVIC INC COM 21871n101 11154 354982 SH SOLE NONE 65700 0 289282 DARLING INGREDIENTS INC COM 237266101 7912 544905 SH SOLE NONE 120000 0 424905 ENSTAR GROUP LIMITED SHS G3075p101 24761 129434 SH SOLE NONE 64021 0 65413 EVEREST RE GROUP LTD COM G3223R108 2806 12000 SH SOLE NONE 12000 0 0 FIRST HORIZON NATL CORP COM 320517105 573 30995 SH SOLE NONE 0 0 30995 JERNIGAN CAP INC COM 476405105 5297 229904 SH SOLE NONE 20900 0 209004 JOHNSON & JOHNSON COM 478160104 259 2080 SH SOLE NONE 0 0 2080 KKR & CO L P DEL COM UNITS LP 48248m102 221 12100 SH SOLE NONE 0 0 12100 LIBERTY BROADBAND CORP COM SER C 530307305 12435 143919 SH SOLE NONE 31650 0 112269 MGIC INVESTMENT CORP CORP 552848103 16585 1637260 SH SOLE NONE 850000 0 787260 MERCK & CO INC COM 58933Y105 219 3439 SH SOLE NONE 0 0 3439 MICROSOFT CORP COM 594918104 217 3290 SH SOLE NONE 0 0 3290 NAVIGATOR HOLDINGS LTD SHS Y62132108 4715 342940 SH SOLE NONE 60000 0 282940 OCI PARTNERS LP COM UNIT REP LP 67091N108 3853 385226 SH SOLE NONE 41117 0 344109 OLD REP INTL CORP COM 680223104 4424 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 1312 82000 SH SOLE NONE 0 0 82000 PHILIP MORRIS INTL INC COM 718172109 239 2115 SH SOLE NONE 0 0 2115 PICO HOLDINGS INC COM 693366205 6219 444204 SH SOLE NONE 95000 0 349204 PINNACLE FINL PARTNERS COM 72346q104 223 3361 SH SOLE NONE 0 0 3361 REGIONS FINANCIAL CORP COM 7591EP100 279 19235 SH SOLE NONE 0 0 19235 RENAISSANCE RE HOLDINGS LTD COM G7496G103 2462 17020 SH SOLE NONE 17000 0 20 RICE ENERGY INC COM 762760106 7883 332631 SH SOLE NONE 60000 0 272631 STARWOOD PPTY TR INC COM 85571B105 13407 593758 SH SOLE NONE 50000 0 543758 STATE NATL COS INC COM 85711T305 6290 436840 SH SOLE NONE 255000 0 181840 STEWART INFORMATION SVCS COR COM 860372101 1767 40000 SH SOLE NONE 40000 0 0 TRIUMPH BANCORP INC COM 89679E300 13066 506425 SH SOLE NONE 139798 0 366627 VERISIGN INC COM 92343e102 7557 86750 SH SOLE NONE 17000 0 69750 WHITE MTNS INS GRP LTD COM G9618E107 1234 1403 SH SOLE NONE 1400 0 3