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