0001512858-22-000006.txt : 20221115
0001512858-22-000006.hdr.sgml : 20221115
20221115102320
ACCESSION NUMBER: 0001512858-22-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221115
DATE AS OF CHANGE: 20221115
EFFECTIVENESS DATE: 20221115
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: 221389903
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
true
false
0001512858
XXXXXXXX
09-30-2022
09-30-2022
NFC Investments, LLC
700 COLONIAL ROAD
SUITE 101
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14237
N
William Thompson
President
9017675576
William Thompson
Memphis
TN
11-15-2022
0
36
371388
false
INFORMATION TABLE
2
NFC13FSEPT2022.xml
ALPHABET INC CAP STK
CL A
02079k107
16657
173250
SH
SOLE
NONE
40000
0
133250
AMERICAN EXPRESS CO
COM
025816109
9403
69702
SH
SOLE
NONE
14500
0
55202
AMERICAN INTL GROUP INC
COM
026874784
12958
272924
SH
SOLE
NONE
136000
0
136924
APOLLO GLOBAL MGMT INC
COM
03769M106
28032
602844
SH
SOLE
NONE
251664
0
351180
APPLE INC
COM
037833100
528
3817
SH
SOLE
NONE
0
0
3817
ARCHAEA ENERGY INC
COM CL A
03940f103
48234
2678155
SH
SOLE
NONE
745000
0
1933155
ASSURED GUARANTY LTD
COM
G0585R106
3876
80000
SH
SOLE
NONE
80000
0
0
AUTOZONE INC
COM
053332102
23793
11108
SH
SOLE
NONE
2000
0
9108
BERKSHIRE HATHAWAY INC
CL B
084670702
1084
4061
SH
SOLE
NONE
0
0
4061
BRIGHAM MINERALS INC
COM CL A
10918L103
10489
425160
SH
SOLE
NONE
0
0
425160
CHARTER COMMUNICATIONS
COM CL A
16119P108
4399
14501
SH
SOLE
NONE
3405
0
11096
COCA COLA CO
COM
191216100
737
13164
SH
SOLE
NONE
0
0
13164
COMCAST CORP NEW
CL A
20030n101
8301
283025
SH
SOLE
NONE
54000
0
229025
DARLING INGREDIENTS INC
COM
237266101
33048
499585
SH
SOLE
NONE
120000
0
379585
ENSTAR GROUP LIMITED
SHS
G3075p101
19839
116983
SH
SOLE
NONE
62000
0
54983
ESSENT GROUP LTD
COM
G3198U102
6060
173780
SH
SOLE
NONE
77000
0
96780
EVEREST RE GROUP LTD
COM
G3223R108
4199
16000
SH
SOLE
NONE
16000
0
0
FIRST HORIZON NATL CORP
COM
320517105
434
18995
SH
SOLE
NONE
0
0
18995
HARTFORD FINL SVCS CORP
COM
416515104
2168
35000
SH
SOLE
NONE
35000
0
0
HOME BANCSHARES INC
COM
436893200
900
40000
SH
SOLE
NONE
0
0
40000
LENNAR CORP
CL A
526057104
6147
82450
SH
SOLE
NONE
27000
0
55450
LENNAR CORP
CL B
526057302
2349
39471
SH
SOLE
NONE
0
0
39471
LIBERTY BROADBAND CORP
COM SER C
530307305
9740
131974
SH
SOLE
NONE
31200
0
100774
MGIC INVESTMENT CORP
CORP
552848103
33089
2581032
SH
SOLE
NONE
1308212
0
1272820
MICROSOFT CORP
CORP
594918104
424
1822
SH
SOLE
NONE
0
0
1822
NMI HOLDINGS INC
CL A
629209305
525
25760
SH
SOLE
NONE
0
0
25760
OLD REP INTL CORP
COM
680223104
7776
371515
SH
SOLE
NONE
120000
0
251515
PROGRESSIVE CORP OHIO
COM
743315103
14846
127753
SH
SOLE
NONE
53500
0
74253
REGIONS FINANCIAL CORP
COM
7591EP100
386
19235
SH
SOLE
NONE
0
0
19235
RICE ACQUISITION CORP II
CL A
G75529100
6376
647932
SH
SOLE
NONE
150000
0
497932
STARWOOD PPTY TR INC
COM
85571B105
12848
705180
SH
SOLE
NONE
108000
0
597180
STORE CAP CORP
COM
862121100
5467
174495
SH
SOLE
NONE
0
0
174495
TRAVELERS GROUP INC
COM
894190107
1992
13000
SH
SOLE
NONE
13000
0
0
TRIUMPH BANCORP INC
COM
89679E300
12812
235733
SH
SOLE
NONE
48000
0
187733
VERISIGN INC
COM
94343E102
1315
7569
SH
SOLE
NONE
0
0
7569
WESTROCK COFFEE CO
COM
96145W103
20157
1951295
SH
SOLE
NONE
400000
0
1551295