0001512858-15-000003.txt : 20150812
0001512858-15-000003.hdr.sgml : 20150812
20150811183506
ACCESSION NUMBER: 0001512858-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150812
DATE AS OF CHANGE: 20150811
EFFECTIVENESS DATE: 20150812
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: 151045163
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
06-30-2015
06-30-2015
NFC Investments, LLC
510 SOUTH MENDENHALL
SUITE 200
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
William Thompson
CCO
901-767-5576
William Thompson
Memphis
TN
08-11-2015
0
40
228036
false
INFORMATION TABLE
2
NFC13FJUNE2015.xml
AERCAP HOLDINGS NV
SHS
N00985106
5784
126325
SH
SOLE
NONE
41000
0
85325
AIR LEASE CORP
CL A
00912X302
3145
92775
SH
SOLE
NONE
25000
0
67775
ALLIANCE HOLDINGS GP LP
COM UNITS LP
01861G100
8646
220856
SH
SOLE
NONE
30000
0
190856
AMERICAN INTL GROUP INC
W EXP 01/19/2021
026874156
1047
37810
SH
SOLE
NONE
22900
0
14910
AMERICAN INTL GROUP INC
COM
026874784
35950
581540
SH
SOLE
NONE
245000
0
336540
ANNALY CAP MGMT INC
COM
035710409
363
39500
SH
SOLE
NONE
0
0
39500
APPLE INC
COM
037833100
509
4060
SH
SOLE
NONE
0
0
4060
ASSURED GUARANTY LTD
COM
G0585R106
7681
320155
SH
SOLE
NONE
100000
0
220155
BERKSHIRE HATHAWAY INC
CL B
084670702
414
3040
SH
SOLE
NONE
0
0
3040
CAPITAL ONE FINL CORP
COM
14040H105
9225
104860
SH
SOLE
NONE
23000
0
81860
CAPITAL ONE FINL CORP
W EXP 11/14/2018
14040H139
4814
104620
SH
SOLE
NONE
30000
0
74620
CENTRAL SECS CORP
COM
155123102
425
19940
SH
SOLE
NONE
0
0
19940
CHIMERA INVT CORP
COM
16934Q109
13523
986380
SH
SOLE
NONE
150000
0
836380
COCA COLA CO
COM
191216100
518
13214
SH
SOLE
NONE
0
0
13214
CORRECTIONS CORP AMER
COM
22025Y407
4000
120933
SH
SOLE
NONE
0
0
120933
ENSTAR GROUP LIMITED
SHS
G3075p101
18369
118551
SH
SOLE
NONE
53521
0
65030
EVEREST RE GROUP LTD
COM
G3223R108
2184
12000
SH
SOLE
NONE
12000
0
0
FIDELITY NATIONAL FINANCIAL
FNFV GROUP COM
31620R402
8496
552400
SH
SOLE
NONE
190000
0
362400
FIRST HORIZON NATL CORP
COM
320517105
548
34995
SH
SOLE
NONE
0
0
34995
GOLAR LNG PARTNERS LP
COM UNIT LPI
Y2745C102
14412
584220
SH
SOLE
NONE
100000
0
484220
HORNBECK OFFSHORE SVCS INC N
COM
440543106
7313
356220
SH
SOLE
NONE
86980
0
269240
JERNIGAN CAP INC
COM
476405105
3996
196650
SH
SOLE
NONE
43000
0
153650
JOHNSON & JOHNSON
COM
478160104
248
2540
SH
SOLE
NONE
0
0
2540
LIFELOCK INC
COM
53224V100
1884
114925
SH
SOLE
NONE
0
0
114925
LYON WILLIAM HOMES
CL A
552074700
7653
298131
SH
SOLE
NONE
67874
0
230257
MACQUARIE INFRASTR CO
MEMBERSHIP INT
55608B105
10826
131025
SH
SOLE
NONE
20000
0
111025
NATIONSTAR MTG HLDGS INC
COM
63861C109
4600
273790
SH
SOLE
NONE
72000
0
201790
OCI PARTNERS LP
COM UNIT REP LP
67091N108
12581
746630
SH
SOLE
NONE
140000
0
606630
OLD REP INTL CORP
COM
680223104
4036
258200
SH
SOLE
NONE
100000
0
158200
ONEBEACON INSURANCE GROUP LTD CL A G67742109 2,002 138,283 SH SOLE NONE - 0 138,283
CL A
G67742109
1237
94635
SH
SOLE
NONE
0
0
94635
REGIONS FINANCIAL CORP
COM
7591EP100
199
19235
SH
SOLE
NONE
0
0
19235
RENAISSANCE RE HOLDINGS LTD
COM
G7496G103
1728
17020
SH
SOLE
NONE
17000
0
20
RHINO RESOURCE PARTNR
COM UNIT REPST
76218Y103
50
36838
SH
SOLE
NONE
33000
0
3838
RICE ENERGY INC
COM
762760106
7340
352392
SH
SOLE
NONE
64489
0
287903
STANCORP FINL GROUP INC
COM
852891100
1134
15000
SH
SOLE
NONE
15000
0
0
STARWOOD PPTY TR INC
COM
85571B105
13691
634720
SH
SOLE
NONE
57000
0
577720
STEWART INFORMATION SVCS COR
COM
860372101
1592
40000
SH
SOLE
NONE
40000
0
0
TRIUMPH BANCORP INC
COM
89679E300
6956
528939
SH
SOLE
NONE
166589
0
362350
WHITE MTNS INS GRP LTD
COM
G9618E107
919
1403
SH
SOLE
NONE
1400
0
3