0001512858-23-000002.txt : 20230510 0001512858-23-000002.hdr.sgml : 20230510 20230509173749 ACCESSION NUMBER: 0001512858-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230510 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: 23903573 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 true false 0001512858 XXXXXXXX 03-31-2023 03-31-2023 NFC Investments, LLC
700 COLONIAL ROAD SUITE 101 MEMPHIS TN 38117
13F HOLDINGS REPORT 028-14237 N
William V Thompson III President 19017675576 William V Thompson III memphis TN 05-09-2023 0 31 269196000 false
INFORMATION TABLE 2 NFC13FMAR2023.xml ALPHABET INC CAP STK CL A 02079k107 12395 119182 SH SOLE NONE 40000 0 79182 AMERICAN EXPRESS CO COM 025816109 6957 42177 SH SOLE NONE 14500 0 27677 AMERICAN INTL GROUP INC COM 026874784 10136 201274 SH SOLE NONE 136000 0 65274 APOLLO GLOBAL MGMT INC COM 03769M106 26396 417919 SH SOLE NONE 241664 0 176255 APPLE INC COM 037833100 520 3150 SH SOLE NONE 0 0 3150 ASSURED GUARANTY LTD COM G0585R106 2452 48775 SH SOLE NONE 48775 0 0 AUTOZONE INC COM 053332102 15304 6226 SH SOLE NONE 2000 0 4226 BERKSHIRE HATHAWAY INC CL B 084670702 256 830 SH SOLE NONE 0 0 830 COCA COLA CO COM 191216100 817 13164 SH SOLE NONE 0 0 13164 COMCAST CORP NEW CL A 20030n101 6622 174670 SH SOLE NONE 54000 0 120670 DARLING INGREDIENTS INC COM 237266101 18457 316050 SH SOLE NONE 120000 0 196050 ENSTAR GROUP LIMITED SHS G3075p101 20394 87988 SH SOLE NONE 62000 0 25988 ESSENT GROUP LTD COM G3198U102 2366 59080 SH SOLE NONE 30000 0 29080 EVEREST RE GROUP LTD COM G3223R108 5728 16000 SH SOLE NONE 16000 0 0 FIRST HORIZON NATL CORP COM 320517105 267 14995 SH SOLE NONE 0 0 14995 HARTFORD FINL SVCS CORP COM 416515104 2439 35000 SH SOLE NONE 35000 0 0 HOME BANCSHARES INC COM 436893200 434 20000 SH SOLE NONE 0 0 20000 LENNAR CORP CL B 526057302 8120 91813 SH SOLE NONE 33000 0 58813 LIBERTY BROADBAND CORP COM SER C 530307305 10217 125057 SH SOLE NONE 46000 0 79057 MGIC INVESTMENT CORP CORP 552848103 25921 1931512 SH SOLE NONE 1308212 0 623300 MICROSOFT CORP CORP 594918104 447 1550 SH SOLE NONE 0 0 1550 NMI HOLDINGS INC CL A 629209305 575 25760 SH SOLE NONE 0 0 25760 OLD REP INTL CORP COM 680223104 4994 200015 SH SOLE NONE 120000 0 80015 PROGRESSIVE CORP OHIO COM 743315103 12443 86978 SH SOLE NONE 53500 0 33478 REGIONS FINANCIAL CORP COM 7591EP100 357 19235 SH SOLE NONE 0 0 19235 SITIO ROYALTIES CORP CL A 82983n108 15669 693302 SH SOLE NONE 115000 0 578302 STARWOOD PPTY TR INC COM 85571B105 15549 878955 SH SOLE NONE 220000 0 658955 TIPTREE INC COM 88822q103 302 20746 SH SOLE NONE 20746 0 0 TRAVELERS GROUP INC COM 894190107 2228 13000 SH SOLE NONE 13000 0 0 TRIUMPH FINANCIAL INC COM 89679E300 7815 134605 SH SOLE NONE 48000 0 86605 WESTROCK COFFEE CO COM 96145W103 32619 2664989 SH SOLE NONE 725000 0 1939989