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