NFC Investments

NFC Investments as of Dec. 31, 2012

Portfolio Holdings for NFC Investments

NFC Investments holds 35 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Old Republic International Corporation (ORI) 14.4 $19M 1.8M 10.65
American International (AIG) 8.3 $11M 305k 35.37
Starwood Property Trust (STWD) 7.4 $9.6M 420k 22.96
Alliance Holdings GP 6.9 $9.0M 189k 47.58
Infinity Property and Casualty 5.9 $7.7M 132k 58.24
Chimera Investment Corporation 5.5 $7.1M 2.7M 2.61
Intervest Bancshares 5.2 $6.8M 1.8M 3.89
Capital One Financial (COF) 4.3 $5.6M 98k 57.93
Annaly Capital Management 4.2 $5.5M 394k 14.04
& PROD CO shares Brookfield 4.1 $5.4M 300k 17.94
Chesapeake Energy Corporation 3.8 $5.0M 300k 16.62
Hawaiian Telcom Holdco 3.4 $4.5M 229k 19.50
Rent-A-Center (UPBD) 3.4 $4.4M 128k 34.36
Walter Energy 3.0 $4.0M 111k 35.88
Corrections Corporation of America 2.5 $3.3M 93k 35.47
NVR (NVR) 2.5 $3.3M 3.6k 919.96
Cash Store Finl Svcs (CSFSF) 2.2 $2.9M 784k 3.69
Directv 2.1 $2.7M 54k 50.16
Capital One Financial Cor w exp 11/201 2.0 $2.6M 122k 21.16
Onebeacon Insurance Group Ltd Cl-a 1.5 $1.9M 138k 13.90
Renaissance Re Holdings Ltd Cmn (RNR) 1.1 $1.4M 17k 81.24
Everest Re Group (EG) 1.0 $1.3M 12k 109.92
National Interstate Corporation 1.0 $1.3M 45k 28.82
Alterra Capital Holdings Lim 0.8 $986k 35k 28.17
First Horizon National Corporation (FHN) 0.8 $979k 99k 9.91
White Mountains Insurance Gp (WTM) 0.6 $721k 1.4k 515.00
StanCorp Financial 0.4 $550k 15k 36.67
Central Securities (CET) 0.4 $504k 25k 19.99
Coca-Cola Company (KO) 0.4 $478k 13k 36.23
Walter Investment Management 0.2 $320k 7.4k 43.03
Berkshire Hathaway (BRK.B) 0.2 $273k 3.0k 89.80
Apple (AAPL) 0.2 $266k 500.00 532.00
Johnson & Johnson (JNJ) 0.2 $210k 3.0k 70.00
Regions Financial Corporation (RF) 0.1 $141k 20k 7.13
Aoxing Pharmaceutical Company (AOXG) 0.0 $6.9k 41k 0.17