0001512858-24-000002.txt : 20240510
0001512858-24-000002.hdr.sgml : 20240510
20240510165024
ACCESSION NUMBER: 0001512858-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240510
DATE AS OF CHANGE: 20240510
EFFECTIVENESS DATE: 20240510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NFC Investments, LLC
CENTRAL INDEX KEY: 0001512858
ORGANIZATION NAME:
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: 24935733
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
03-31-2024
03-31-2024
NFC Investments, LLC
700 COLONIAL ROAD
SUITE 101
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
William V Thompson III
President
9017675576
William V Thompson III
Memphis
TN
05-10-2024
0
32
347747000
false
INFORMATION TABLE
2
NFC13FMAR2024.xml
ALLIANCE RESOURCE PARTNERS L
UT LTD PART
01877R108
1365
68100
SH
SOLE
NONE
0
0
68100
ALPHABET INC CAP STK
CL A
02079k107
18129
119065
SH
SOLE
NONE
40000
0
79065
AMERICAN EXPRESS CO
COM
025816109
9703
42617
SH
SOLE
NONE
14500
0
28117
AMERICAN INTL GROUP INC
COM
026874784
8015
102538
SH
SOLE
NONE
100000
0
2538
APOLLO GLOBAL MGMT INC
COM
03769M106
46809
416261
SH
SOLE
NONE
241664
0
174597
APPLE INC
COM
037833100
540
3151
SH
SOLE
NONE
0
0
3151
AUTOZONE INC
COM
053332102
19569
6209
SH
SOLE
NONE
2000
0
4209
BERKSHIRE HATHAWAY INC
CL B
084670702
498
1186
SH
SOLE
NONE
0
0
1186
COCA COLA CO
COM
191216100
805
13164
SH
SOLE
NONE
0
0
13164
COMCAST CORP NEW
CL A
20030n101
7579
174830
SH
SOLE
NONE
54000
0
120830
DARLING INGREDIENTS INC
COM
237266101
21668
465868
SH
SOLE
NONE
170000
0
295868
ENSTAR GROUP LIMITED
SHS
G3075p101
23379
75233
SH
SOLE
NONE
50000
0
25233
ESSENT GROUP LTD
COM
G3198U102
3336
56063
SH
SOLE
NONE
30000
0
26063
EVEREST RE GROUP LTD
COM
G3223R108
12060
30340
SH
SOLE
NONE
16000
0
14340
FIRST HORIZON NATL CORP
COM
320517105
7612
494300
SH
SOLE
NONE
200000
0
294300
HARTFORD FINL SVCS CORP
COM
416515104
3607
35000
SH
SOLE
NONE
35000
0
0
HOME BANCSHARES INC
COM
436893200
246
10000
SH
SOLE
NONE
0
0
10000
KKR & CO INC
CL A
48251W104
517
5140
SH
SOLE
NONE
0
0
5140
LENNAR CORP
CL B
526057302
14287
92663
SH
SOLE
NONE
33000
0
59663
LIBERTY BROADBAND CORP
COM SER C
530307305
7193
125687
SH
SOLE
NONE
46000
0
79687
MGIC INVESTMENT CORP
CORP
552848103
42733
1911149
SH
SOLE
NONE
1308212
0
602937
MICROSOFT CORP
CORP
594918104
642
1525
SH
SOLE
NONE
0
0
1525
NMI HOLDINGS INC
CL A
629209305
802
24810
SH
SOLE
NONE
0
0
24810
OLD REP INTL CORP
COM
680223104
5959
193965
SH
SOLE
NONE
120000
0
73965
PROGRESSIVE CORP OHIO
COM
743315103
18127
87648
SH
SOLE
NONE
53500
0
34148
REGIONS FINANCIAL CORP
COM
7591EP100
405
19235
SH
SOLE
NONE
0
0
19235
SITIO ROYALTIES CORP
CL A
82983n108
9709
392766
SH
SOLE
NONE
115000
0
277766
STARWOOD PPTY TR INC
COM
85571B105
12565
618054
SH
SOLE
NONE
220000
0
398054
TIPTREE INC
COM
88822q103
379
21946
SH
SOLE
NONE
20746
0
1200
TRAVELERS GROUP INC
COM
894190107
2992
13000
SH
SOLE
NONE
13000
0
0
TRIUMPH FINANCIAL INC
COM
89679E300
10885
137230
SH
SOLE
NONE
48000
0
89230
WESTROCK COFFEE CO
COM
96145W103
35632
3449347
SH
SOLE
NONE
1789082
0
1660265