0001512858-23-000003.txt : 20230810 0001512858-23-000003.hdr.sgml : 20230810 20230810143948 ACCESSION NUMBER: 0001512858-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231158682 BUSINESS ADDRESS: STREET 1: 700 COLONIAL ROAD STREET 2: SUITE 101 CITY: MEMPHIS STATE: TN ZIP: 38117 BUSINESS PHONE: 901-767-5576 MAIL ADDRESS: STREET 1: 700 COLONIAL ROAD STREET 2: SUITE 101 CITY: MEMPHIS STATE: TN ZIP: 38117 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001512858 XXXXXXXX 06-30-2023 06-30-2023 NFC Investments, LLC
700 COLONIAL ROAD SUITE 101 MEMPHIS TN 38117
13F HOLDINGS REPORT 028-14237 N
William V Thompson President 9017675576 William V Thompson Memphis TN 08-10-2023 0 32 303822000 false
INFORMATION TABLE 2 NFC13FJUNE2023.xml ALPHABET INC CAP STK CL A 02079k107 14773 122125 SH SOLE NONE 40000 0 82125 AMERICAN EXPRESS CO COM 025816109 7435 42682 SH SOLE NONE 14500 0 28182 AMERICAN INTL GROUP INC COM 026874784 11327 196862 SH SOLE NONE 136000 0 60862 APOLLO GLOBAL MGMT INC COM 03769M106 32629 424796 SH SOLE NONE 241664 0 183132 APPLE INC COM 037833100 611 3150 SH SOLE NONE 0 0 3150 ASSURED GUARANTY LTD COM G0585R106 2352 42150 SH SOLE NONE 42000 0 150 AUTOZONE INC COM 053332102 15666 6283 SH SOLE NONE 2000 0 4283 BERKSHIRE HATHAWAY INC CL B 084670702 404 1186 SH SOLE NONE 0 0 1186 COCA COLA CO COM 191216100 793 13164 SH SOLE NONE 0 0 13164 COMCAST CORP NEW CL A 20030n101 7314 176032 SH SOLE NONE 54000 0 122032 DARLING INGREDIENTS INC COM 237266101 21271 333461 SH SOLE NONE 120000 0 213461 ENSTAR GROUP LIMITED SHS G3075p101 21461 87868 SH SOLE NONE 62000 0 25868 ESSENT GROUP LTD COM G3198U102 2711 57920 SH SOLE NONE 30000 0 27920 EVEREST RE GROUP LTD COM G3223R108 5470 16000 SH SOLE NONE 16000 0 0 FIRST HORIZON NATL CORP COM 320517105 5869 520800 SH SOLE NONE 200000 0 320800 HARTFORD FINL SVCS CORP COM 416515104 2521 35000 SH SOLE NONE 35000 0 0 HOME BANCSHARES INC COM 436893200 459 20110 SH SOLE NONE 0 0 20110 KKR & CO INC CL A 48251W104 299 5340 SH SOLE NONE 0 0 5340 LENNAR CORP CL B 526057302 10516 93078 SH SOLE NONE 33000 0 60078 LIBERTY BROADBAND CORP COM SER C 530307305 10279 128317 SH SOLE NONE 46000 0 82317 MGIC INVESTMENT CORP CORP 552848103 30635 1940167 SH SOLE NONE 1308212 0 631955 MICROSOFT CORP CORP 594918104 520 1525 SH SOLE NONE 0 0 1525 NMI HOLDINGS INC CL A 629209305 663 25660 SH SOLE NONE 0 0 25660 OLD REP INTL CORP COM 680223104 4929 195815 SH SOLE NONE 120000 0 75815 PROGRESSIVE CORP OHIO COM 743315103 11674 88193 SH SOLE NONE 53500 0 34693 REGIONS FINANCIAL CORP COM 7591EP100 343 19235 SH SOLE NONE 0 0 19235 SITIO ROYALTIES CORP CL A 82983n108 18583 707373 SH SOLE NONE 115000 0 592373 STARWOOD PPTY TR INC COM 85571B105 17552 904761 SH SOLE NONE 220000 0 684761 TIPTREE INC COM 88822q103 311 20746 SH SOLE NONE 20746 0 0 TRAVELERS GROUP INC COM 894190107 2258 13000 SH SOLE NONE 13000 0 0 TRIUMPH FINANCIAL INC COM 89679E300 8433 138880 SH SOLE NONE 48000 0 90880 WESTROCK COFFEE CO COM 96145W103 33761 3105856 SH SOLE NONE 1464082 0 1641774