0001512858-18-000001.txt : 20180214 0001512858-18-000001.hdr.sgml : 20180214 20180213175209 ACCESSION NUMBER: 0001512858-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180214 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: 18605456 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 12-31-2017 12-31-2017 NFC Investments, LLC

510 SOUTH MENDENHALL SUITE 200 MEMPHIS TN 38117

13F HOLDINGS REPORT 028-14237 N William V Thompson 9017675576 William V Thompson Memphis TN 02-13-2018 0 42 295736 false INFORMATION TABLE 2 NFC13FDEC2017.xml AIR LEASE CORP CL A 00912X302 18866 392315 SH SOLE NONE 93355 0 298960 ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 3346 124915 SH SOLE NONE 65000 0 59915 ALLIANCE RES PARTNERS LP UT LTD PART 01877R108 2644 134200 SH SOLE NONE 7427 0 126773 AMERICAN INTL GROUP INC W EXP 01/19/2021 026874156 687 37885 SH SOLE NONE 22900 0 14985 AMERICAN INTL GROUP INC COM 026874784 26181 439434 SH SOLE NONE 209642 0 229792 ANNALY CAP MGMT INC COM 035710409 448 37700 SH SOLE NONE 0 0 37700 APPLE INC COM 037833100 508 3003 SH SOLE NONE 0 0 3003 ASSURED GUARANTY LTD COM G0585R106 13156 388423 SH SOLE NONE 150756 0 237667 ATHENE HLDG LTD CL A G0684d107 17803 344293 SH SOLE NONE 148614 0 195679 AUTOZONE INC COM 053332102 13228 18595 SH SOLE NONE 4143 0 14452 BERKSHIRE HATHAWAY INC CL B 084670702 870 4390 SH SOLE NONE 0 0 4390 CAPITAL ONE FINL CORP COM 14040H105 8986 90235 SH SOLE NONE 13393 0 76842 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 5478 94484 SH SOLE NONE 34642 0 59842 CHIMERA INVT CORP COM 16934Q109 15320 829006 SH SOLE NONE 89283 0 739723 COCA COLA CO COM 191216100 599 13064 SH SOLE NONE 0 0 13064 CORECIVIC INC COM 21871n101 11886 528281 SH SOLE NONE 103013 0 425268 DARLING INGREDIENTS INC COM 237266101 10181 561555 SH SOLE NONE 131140 0 430415 ENSTAR GROUP LIMITED SHS G3075p101 26134 130281 SH SOLE NONE 65971 0 64310 EVEREST RE GROUP LTD COM G3223R108 2655 12000 SH SOLE NONE 12000 0 0 FANHUA INC SPONSORED ADR 30712A103 1297 60000 SH SOLE NONE 60000 0 0 FIRST HORIZON NATL CORP COM 320517105 620 30995 SH SOLE NONE 0 0 30995 ISHARES TR RUS 1000 ETF 464287622 591 3974 SH SOLE NONE 0 0 3974 JERNIGAN CAP INC COM 476405105 7762 408306 SH SOLE NONE 44441 0 363865 JOHNSON & JOHNSON COM 478160104 280 2010 SH SOLE NONE 0 0 2010 KKR & CO L P DEL COM UNITS LP 48248m102 249 11800 SH SOLE NONE 0 0 11800 LIBERTY BROADBAND CORP COM SER C 530307305 12294 144364 SH SOLE NONE 34435 0 109929 MGIC INVESTMENT CORP CORP 552848103 23282 1650050 SH SOLE NONE 878779 0 771271 MICROSOFT CORP COM 594918104 281 3290 SH SOLE NONE 0 0 3290 NAVIGATOR HOLDINGS LTD SHS Y62132108 2779 282090 SH SOLE NONE 66963 0 215127 OCI PARTNERS LP COM UNIT REP LP 67091N108 1642 203925 SH SOLE NONE 0 0 203925 OLD REP INTL CORP COM 680223104 4639 217000 SH SOLE NONE 100000 0 117000 PHILIP MORRIS INTL INC COM 718172109 223 2115 SH SOLE NONE 0 0 2115 PICO HOLDINGS INC COM 693366205 8037 627876 SH SOLE NONE 148962 0 478914 PINNACLE FINL PARTNERS COM 72346q104 223 3361 SH SOLE NONE 0 0 3361 REGIONS FINANCIAL CORP COM 7591EP100 332 19235 SH SOLE NONE 0 0 19235 RENAISSANCE RE HOLDINGS LTD COM G7496G103 2138 17020 SH SOLE NONE 17000 0 20 STARWOOD PPTY TR INC COM 85571B105 17306 810563 SH SOLE NONE 120106 0 690457 STEWART INFORMATION SVCS COR COM 860372101 1323 40000 SH SOLE NONE 40000 0 0 STORE CAP CORP COM 862121100 4632 201825 SH SOLE NONE 0 0 201825 TRIUMPH BANCORP INC COM 89679E300 15653 496907 SH SOLE NONE 134189 0 362718 VERISIGN INC COM 92343e102 9983 87235 SH SOLE NONE 18485 0 68750 WHITE MTNS INS GRP LTD COM G9618E107 1194 1403 SH SOLE NONE 1400 0 3