-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DuYHhG/an+NsQf8INKjukmctDoC6h8ibuUVtKjICL5xc0bPSL4+gidu4NLSD1YoN pd5BEGdHuH3O1ioGkod8Wg== 0001140361-11-008574.txt : 20110214 0001140361-11-008574.hdr.sgml : 20110214 20110214103727 ACCESSION NUMBER: 0001140361-11-008574 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20101231 FILED AS OF DATE: 20110214 DATE AS OF CHANGE: 20110214 EFFECTIVENESS DATE: 20110214 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: 11602967 BUSINESS ADDRESS: STREET 1: 5101 WHEELIS DRIVE STREET 2: SUITE 207 CITY: MEMPHIS STATE: TN ZIP: 38117 BUSINESS PHONE: 901-767-5576 MAIL ADDRESS: STREET 1: 5101 WHEELIS DRIVE STREET 2: SUITE 207 CITY: MEMPHIS STATE: TN ZIP: 38117 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2010 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: NFC Investments, LLC Address: 5101 Wheelis Drive, Suite 207 Memphis, TN 38117 Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Persons Signing this Report on Behalf of Reporting Manager: Name: William V. Thompson, III Title: Executive Vice President and Chief Compliance Officer Phone: (901) 767-5576 Signature, Place, and Date of Signing: /s/ William V. Thompson, III Memphis, TN 2/14/2011 - --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 34 Form 13F Information Table Value Total: $ 104,051 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------- ---------------- --------- -------- ------------------ ---------- -------- ------------------------ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------- ---------------- --------- -------- --------- --- ---- ---------- -------- ------- ------ --------- ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 4,425 91,936 SH SOLE NONE 28,300 0 63,636 AMERICAN ORIENTAL BIO COM 28731107 3,482 1,451,007 SH SOLE NONE 447,309 0 1,003,698 ANNALY CAP MGMT INC COM 35710409 6,315 352,404 SH SOLE NONE 96,144 0 256,260 AOXING PHARMACEUTICAL CO COM 03740A106 343 955,720 SH SOLE NONE 113,099 0 842,621 BALDWIN & LYONS INC CL B 57755209 282 12,000 SH SOLE NONE - 0 12,000 BERKSHIRE HATHAWAY INC CL B 84670702 481 6,000 SH SOLE NONE - 0 6000 CAPITAL ONE FINL CORP COM 14040H105 4,866 114,322 SH SOLE NONE 46,092 0 68,230 CAPITAL ONE FINL CORP W EXP 11/14/2018 14040H139 1,075 67,335 SH SOLE NONE 20,650 0 46,685 CAPITOL FED FINL COM 14057C106 238 20,000 SH SOLE NONE 20,000 0 0 CASH STORE FINL SVCS INC COM 14756F103 7,243 466,970 SH SOLE NONE 209,750 0 257,220 CENTRAL SECS CORP COM 155123102 1,329 60,490 SH SOLE NONE 2,732 0 57,758 CHIMERA INVT CORP COM 16934Q109 3,463 842,600 SH SOLE NONE 218,500 0 624,100 COCA COLA CO COM 191216100 1,056 16,057 SH SOLE NONE 125 0 15,932 CORRECTIONS CORP AMER COM 22025Y407 3,387 135,150 SH SOLE NONE 30,500 0 104,650 DIRECTV COM CL A 25490A101 2,873 71,950 SH SOLE NONE 24,000 0 47,950 FIRST HORIZON NATL CORP COM 320517105 1,214 103,072 SH SOLE NONE - 0 103,072 GALLAGHER ARTHUR J & CO COM 363576109 352 12,100 SH SOLE NONE - 0 12,100 INFINITY PPTY & CAS CORP COM 45665Q103 7,113 115,100 SH SOLE NONE 33,300 0 81,800 INTERVEST BANCSHARES CORP CL A 460927106 2,366 807,380 SH SOLE NONE 309,900 0 497,480 JOHNSON & JOHNSON COM 478160104 233 3,775 SH SOLE NONE - 0 3,775 MEDIFAST INC COM 58470H101 6,588 228,103 SH SOLE NONE 72,795 0 155,308 NVR INC COM 62944T105 2,402 3,476 SH SOLE NONE 1,003 0 2,473 NATIONAL INTERSTATE CORP COM 63654U100 3,260 152,252 SH SOLE NONE 43,000 0 109,252 OLD REP INTL CORP COM 680223104 3,650 267,798 SH SOLE NONE 75,548 0 192,250 POTLATCH CORP COM 737630103 610 18,750 SH SOLE NONE - 0 18,750 REGIONS FINANCIAL CORP COM 7591EP100 138 19,785 SH SOLE NONE - 0 19,785 RENT A CTR INC COM 76009N100 8,699 269,475 SH SOLE NONE 83,125 0 186,350 RESEARCH IN MOTION LTD COM 760975102 11,640 200,240 SH SOLE NONE 62,150 0 138,090 STARWOOD PPTY TR INC COM 85571B105 7,293 339,521 SH SOLE NONE 94,241 0 245,280 SYNOVUS FINL CORP COM 87161C105 1,223 463,400 SH SOLE NONE 157,700 0 305,700 U STORE IT TR COM 91274F104 105 11,000 SH SOLE NONE - 0 11,000 WALGREEN CO COM 931422109 732 18,800 SH SOLE NONE - 0 18,800 WALTER ENERGY INC COM 93317Q105 5,229 40,900 SH SOLE NONE 13,150 0 27,750 WALTER INVT MGMT CORP COM 93317W102 346 19,303 SH SOLE NONE 11,427 0 7,876
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