0001512858-18-000002.txt : 20180514
0001512858-18-000002.hdr.sgml : 20180514
20180514153015
ACCESSION NUMBER: 0001512858-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180514
DATE AS OF CHANGE: 20180514
EFFECTIVENESS DATE: 20180514
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: 18830299
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
03-31-2018
03-31-2018
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 III
Memphis
TN
05-14-2018
0
41
284077
false
INFORMATION TABLE
2
NFC13FMAR2018.xml
AIR LEASE CORP
CL A
00912X302
13522
317975
SH
SOLE
NONE
65000
0
252975
ALLIANCE HOLDINGS GP LP
COM UNITS LP
01861G100
2711
108431
SH
SOLE
NONE
55416
0
53015
ALLIANCE RES PARTNERS LP
UT LTD PART
01877R108
2005
113643
SH
SOLE
NONE
0
0
113643
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
653
39835
SH
SOLE
NONE
22900
0
16935
AMERICAN INTL GROUP INC
COM
026874784
19771
363319
SH
SOLE
NONE
200000
0
163319
ANNALY CAP MGMT INC
COM
035710409
393
37700
SH
SOLE
NONE
0
0
37700
APPLE INC
COM
037833100
526
3138
SH
SOLE
NONE
0
0
3138
ASSURED GUARANTY LTD
COM
G0585R106
16468
454943
SH
SOLE
NONE
194725
0
260218
ATHENE HLDG LTD
CL A
G0684d107
20024
418836
SH
SOLE
NONE
181918
0
236918
AUTOZONE INC
COM
053332102
11961
18439
SH
SOLE
NONE
3500
0
14939
BERKSHIRE HATHAWAY INC
CL B
084670702
876
4390
SH
SOLE
NONE
0
0
4390
CAPITAL ONE FINL CORP
COM
14040H105
7312
76305
SH
SOLE
NONE
13393
0
62912
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
3699
68882
SH
SOLE
NONE
20470
0
48412
CHIMERA INVT CORP
COM
16934Q109
15823
908823
SH
SOLE
NONE
85000
0
823823
COCA COLA CO
COM
191216100
567
13064
SH
SOLE
NONE
0
0
13064
COMCAST CORP NEW
CL A
20030n101
10311
301765
SH
SOLE
NONE
60000
0
241765
CORECIVIC INC
COM
21871n101
9332
478080
SH
SOLE
NONE
80000
0
398080
CRAWFORD & CO
CL A
224633206
1465
182679
SH
SOLE
NONE
182679
0
0
DARLING INGREDIENTS INC
COM
237266101
9146
528655
SH
SOLE
NONE
98890
0
429765
ENSTAR GROUP LIMITED
SHS
G3075p101
25088
119325
SH
SOLE
NONE
58800
0
60525
EVEREST RE GROUP LTD
COM
G3223R108
3082
12000
SH
SOLE
NONE
12000
0
0
FANHUA INC
SPONSORED ADR
30712A103
1621
60000
SH
SOLE
NONE
60000
0
0
FIRST HORIZON NATL CORP
COM
320517105
574
30495
SH
SOLE
NONE
0
0
30495
ISHARES TR
RUS 1000 ETF
464287622
584
3974
SH
SOLE
NONE
0
0
3974
ISHARES TR
CORE S&P500 ETF
464287200
511
1925
SH
SOLE
NONE
0
0
1925
JERNIGAN CAP INC
COM
476405105
7884
435565
SH
SOLE
NONE
55000
0
380565
KKR & CO L P DEL
COM UNITS LP
48248m102
240
11800
SH
SOLE
NONE
0
0
11800
LIBERTY BROADBAND CORP
COM SER C
530307305
10201
119050
SH
SOLE
NONE
25000
0
94050
MGIC INVESTMENT CORP
CORP
552848103
20403
1569425
SH
SOLE
NONE
850000
0
719425
NAVIGATOR HOLDINGS LTD
SHS
Y62132108
3081
262217
SH
SOLE
NONE
55000
0
207217
OLD REP INTL CORP
COM
680223104
4590
214000
SH
SOLE
NONE
100000
0
114000
PICO HOLDINGS INC
COM
693366205
7275
635414
SH
SOLE
NONE
134000
0
501414
PINNACLE FINL PARTNERS
COM
72346q104
216
3361
SH
SOLE
NONE
0
0
3361
REGIONS FINANCIAL CORP
COM
7591EP100
357
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
2357
17020
SH
SOLE
NONE
17000
0
20
STARWOOD PPTY TR INC
COM
85571B105
17399
830544
SH
SOLE
NONE
120106
0
710438
STEWART INFORMATION SVCS COR
COM
860372101
1757
40000
SH
SOLE
NONE
40000
0
0
STORE CAP CORP
COM
862121100
5084
204825
SH
SOLE
NONE
0
0
204825
TRIUMPH BANCORP INC
COM
89679E300
15777
382926
SH
SOLE
NONE
87000
0
295926
VERISIGN INC
COM
92343e102
8277
69811
SH
SOLE
NONE
13000
0
56811
WHITE MTNS INS GRP LTD
COM
G9618E107
1154
1403
SH
SOLE
NONE
1400
0
3