NFC Investments

NFC Investments as of March 31, 2013

Portfolio Holdings for NFC Investments

NFC Investments holds 36 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Old Republic International Corporation (ORI) 14.6 $22M 1.8M 12.71
American International (AIG) 8.0 $12M 315k 38.82
Intervest Bancshares 7.7 $12M 2.0M 5.88
Starwood Property Trust (STWD) 7.6 $12M 419k 27.76
Alliance Holdings GP 6.6 $10M 192k 52.67
Chimera Investment Corporation 5.7 $8.7M 2.7M 3.19
Infinity Property and Casualty 4.8 $7.4M 131k 56.20
& PROD CO shares Brookfield 4.8 $7.3M 301k 24.34
Annaly Capital Management 4.0 $6.1M 387k 15.89
Chesapeake Energy Corporation 4.0 $6.1M 301k 20.41
Capital One Financial (COF) 3.5 $5.4M 99k 54.95
Hawaiian Telcom Holdco 3.5 $5.3M 230k 23.07
Rent-A-Center (UPBD) 3.0 $4.6M 125k 36.94
Golar Lng Partners Lp unit 2.9 $4.5M 137k 33.00
Corrections Corporation of America 2.8 $4.3M 109k 39.07
NVR (NVR) 2.5 $3.8M 3.6k 1080.10
Walter Energy 2.1 $3.2M 111k 28.50
Directv 1.9 $2.8M 50k 56.59
Capital One Financial Cor w exp 11/201 1.5 $2.3M 122k 18.71
Cash Store Finl Svcs (CSFSF) 1.3 $2.0M 791k 2.58
Onebeacon Insurance Group Ltd Cl-a 1.2 $1.9M 138k 13.52
Renaissance Re Holdings Ltd Cmn (RNR) 1.0 $1.6M 17k 92.00
Everest Re Group (EG) 1.0 $1.6M 12k 129.83
Alterra Capital Holdings Lim 0.7 $1.1M 35k 31.49
First Horizon National Corporation (FHN) 0.7 $1.0M 98k 10.68
White Mountains Insurance Gp (WTM) 0.5 $794k 1.4k 567.14
StanCorp Financial 0.4 $641k 15k 42.73
Coca-Cola Company (KO) 0.3 $534k 13k 40.41
American Intl Group 0.3 $488k 32k 15.18
Central Securities (CET) 0.3 $438k 21k 20.79
Berkshire Hathaway (BRK.B) 0.2 $317k 3.0k 104.28
Walter Investment Management 0.2 $275k 7.4k 37.23
Apple (AAPL) 0.2 $257k 580.00 443.10
Johnson & Johnson (JNJ) 0.1 $216k 2.7k 81.51
Regions Financial Corporation (RF) 0.1 $162k 20k 8.19
Aoxing Pharmaceutical Company (AOXG) 0.0 $11k 41k 0.27