0001512858-22-000003.txt : 20220214 0001512858-22-000003.hdr.sgml : 20220214 20220214141541 ACCESSION NUMBER: 0001512858-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22629430 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 13F-HR LIVE false false false 0001512858 XXXXXXXX 12-31-2021 12-31-2021 NFC Investments, LLC

700 COLONIAL ROAD SUITE 101 MEMPHIS TN 38117

13F HOLDINGS REPORT 028-14237 N william v thompson 9017675576 William V Thompson Memphis TN 02-14-2022 0 42 481206 false INFORMATION TABLE 2 NFC13FDEC2021.xml ADAMS DIVERSIFIED EQUITY FD COM 006212104 1650 85000 SH SOLE NONE 0 0 85000 ALPHABET INC CAP STK CL A 02079k107 24743 8551 SH SOLE NONE 2000 0 6551 AMERICAN EXPRESS CO COM 025816109 11213 68537 SH SOLE NONE 14500 0 54037 AMERICAN INTL GROUP INC COM 026874784 17029 299489 SH SOLE NONE 161000 0 138489 APPLE INC COM 037833100 713 4017 SH SOLE NONE 0 0 4017 ARCHAEA ENERGY INC COM CL A 03940f103 47772 2613343 SH SOLE NONE 745000 0 1868343 ASSURED GUARANTY LTD COM G0585R106 4016 80000 SH SOLE NONE 80000 0 0 ATHENE HLDG LTD CL A G0684d107 45871 550478 SH SOLE NONE 236000 0 314478 AUTOZONE INC COM 053332102 23316 11122 SH SOLE NONE 2000 0 9122 BERKSHIRE HATHAWAY INC CL B 084670702 1214 4061 SH SOLE NONE 0 0 4061 BRIGHAM MINERALS INC COM CL A 10918L103 8919 422910 SH SOLE NONE 0 0 422910 COCA COLA CO COM 191216100 779 13164 SH SOLE NONE 0 0 13164 COMCAST CORP NEW CL A 20030n101 13973 277625 SH SOLE NONE 54000 0 223625 CORTEVA INC COM 220521104 1524 32227 SH SOLE NONE 0 0 32227 CRAWFORD & CO CL A 224633206 781 104311 SH SOLE NONE 99311 0 5000 DANIMER SCIENTIFIC INC COM CL A 236272100 2418 283745 SH SOLE NONE 58000 0 225745 DARLING INGREDIENTS INC COM 237266101 46083 665080 SH SOLE NONE 160000 0 505080 DUPONT DE NEMOURS INC COM 26614n102 1063 13155 SH SOLE NONE 0 0 13155 ENSTAR GROUP LIMITED SHS G3075p101 28875 116625 SH SOLE NONE 62000 0 54625 ESSENT GROUP LTD COM G3198U102 7979 175240 SH SOLE NONE 77000 0 98240 EVEREST RE GROUP LTD COM G3223R108 5204 19000 SH SOLE NONE 19000 0 0 FIRST HORIZON NATL CORP COM 320517105 343 20995 SH SOLE NONE 0 0 20995 HARTFORD FINL SVCS CORP COM 416515104 2416 35000 SH SOLE NONE 35000 0 0 HOME BANCSHARES INC COM 436893200 1218 50000 SH SOLE NONE 0 0 50000 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1374 9124 SH SOLE NONE 0 0 9124 LENNAR CORP CL B 526057302 12800 133866 SH SOLE NONE 33000 0 100866 LIBERTY BROADBAND CORP COM SER C 530307305 20956 130082 SH SOLE NONE 31200 0 98882 LIVE OAK CRESTVIEW CLIMATE A UNIT 99/99/9999 538086208 6236 611393 SH SOLE NONE 250000 0 361393 MGIC INVESTMENT CORP CORP 552848103 37295 2586332 SH SOLE NONE 1308212 0 1278120 MICROSOFT CORP CORP 594918104 680 2022 SH SOLE NONE 0 0 2022 NMI HOLDINGS INC CL A 629209305 600 27460 SH SOLE NONE 0 0 27460 OLD REP INTL CORP COM 680223104 9218 375000 SH SOLE NONE 120000 0 255000 PINNACLE FINL PARTNERS COM 72346Q104 220 2300 SH SOLE NONE 0 0 2300 PROGRESSIVE CORP OHIO COM 743315103 14110 137460 SH SOLE NONE 63500 0 73960 REGIONS FINANCIAL CORP COM 7591EP100 419 19235 SH SOLE NONE 0 0 19235 RENT A CTR INC NEW COM 76009N100 9914 206365 SH SOLE NONE 50000 0 156365 RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 7005 666550 SH SOLE NONE 150000 0 516550 STARWOOD PPTY TR INC COM 85571B105 17257 710180 SH SOLE NONE 108000 0 602180 STORE CAP CORP COM 862121100 6286 182725 SH SOLE NONE 0 0 182725 TRAVELERS GROUP INC COM 894190107 2034 13000 SH SOLE NONE 13000 0 0 TRIUMPH BANCORP INC COM 89679E300 27525 231148 SH SOLE NONE 48000 0 183148 VERISIGN INC COM 94343E102 8165 32170 SH SOLE NONE 7900 0 24270