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