NFC Investments as of Sept. 30, 2011
Portfolio Holdings for NFC Investments
NFC Investments holds 36 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Republic International Corporation (ORI) | 11.2 | $9.8M | 1.1M | 8.92 | |
| National Interstate Corporation | 8.0 | $7.0M | 320k | 21.98 | |
| Infinity Property and Casualty | 7.8 | $6.9M | 132k | 52.48 | |
| Rent-A-Center (UPBD) | 7.2 | $6.4M | 232k | 27.45 | |
| Starwood Property Trust (STWD) | 6.8 | $6.0M | 350k | 17.16 | |
| Annaly Capital Management | 6.3 | $5.6M | 335k | 16.63 | |
| Chimera Investment Corporation | 5.6 | $4.9M | 1.8M | 2.77 | |
| Intervest Bancshares | 5.0 | $4.4M | 1.6M | 2.68 | |
| Cash Store Finl Svcs | 4.5 | $4.0M | 470k | 8.45 | |
| Capital One Financial (COF) | 4.5 | $3.9M | 99k | 39.63 | |
| Alliance Holdings GP | 4.1 | $3.6M | 82k | 43.99 | |
| Medifast (MED) | 3.9 | $3.4M | 214k | 16.15 | |
| Corrections Corporation of America | 3.4 | $3.0M | 132k | 22.69 | |
| Directv | 2.9 | $2.6M | 61k | 42.28 | |
| Walter Energy | 2.9 | $2.6M | 43k | 60.00 | |
| NVR (NVR) | 2.3 | $2.0M | 3.4k | 603.92 | |
| Capital One Financial Cor w exp 11/201 | 2.0 | $1.7M | 125k | 13.83 | |
| Central Securities (CET) | 1.3 | $1.1M | 56k | 19.70 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.2 | $1.1M | 17k | 63.76 | |
| Coca-Cola Company (KO) | 1.2 | $1.1M | 16k | 67.55 | |
| American Oriental Bioengineering | 1.2 | $1.0M | 1.6M | 0.63 | |
| Everest Re Group (EG) | 1.1 | $953k | 12k | 79.42 | |
| American International (AIG) | 0.8 | $659k | 30k | 21.97 | |
| First Horizon National Corporation (FHN) | 0.7 | $615k | 103k | 5.96 | |
| Potlatch Corporation (PCH) | 0.7 | $570k | 18k | 31.49 | |
| White Mountains Insurance Gp (WTM) | 0.6 | $568k | 1.4k | 405.71 | |
| Walgreen Company | 0.6 | $518k | 16k | 32.89 | |
| StanCorp Financial | 0.5 | $414k | 15k | 27.60 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $340k | 4.8k | 70.98 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $284k | 11k | 26.30 | |
| Baldwin & Lyons | 0.3 | $256k | 12k | 21.33 | |
| Johnson & Johnson (JNJ) | 0.3 | $235k | 3.7k | 63.77 | |
| Apple (AAPL) | 0.3 | $236k | 620.00 | 380.65 | |
| Aoxing Pharmaceutical Company (AOXG) | 0.2 | $162k | 450k | 0.36 | |
| U-Store-It Trust | 0.1 | $94k | 11k | 8.55 | |
| Regions Financial Corporation (RF) | 0.1 | $66k | 20k | 3.34 |
