NFC Investments as of March 31, 2012
Portfolio Holdings for NFC Investments
NFC Investments holds 36 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Republic International Corporation (ORI) | 11.7 | $11M | 1.1M | 10.55 | |
| National Interstate Corporation | 8.2 | $8.1M | 316k | 25.58 | |
| Starwood Property Trust (STWD) | 7.2 | $7.1M | 336k | 21.02 | |
| Infinity Property and Casualty | 6.7 | $6.6M | 126k | 52.32 | |
| Intervest Bancshares | 6.1 | $6.0M | 1.6M | 3.82 | |
| Chimera Investment Corporation | 6.1 | $5.9M | 2.1M | 2.83 | |
| Capital One Financial (COF) | 5.3 | $5.2M | 94k | 55.74 | |
| Annaly Capital Management | 5.3 | $5.2M | 328k | 15.82 | |
| Rent-A-Center (UPBD) | 4.9 | $4.8M | 128k | 37.75 | |
| Alliance Holdings GP | 3.6 | $3.5M | 81k | 43.55 | |
| Cash Store Finl Svcs | 3.5 | $3.4M | 578k | 5.95 | |
| Corrections Corporation of America | 3.4 | $3.3M | 122k | 27.31 | |
| Medifast (MED) | 3.3 | $3.3M | 187k | 17.46 | |
| Hawaiian Telcom Holdco | 3.1 | $3.0M | 176k | 17.24 | |
| Capital One Financial Cor w exp 11/201 | 2.8 | $2.8M | 121k | 22.82 | |
| Directv | 2.8 | $2.7M | 55k | 49.34 | |
| Walter Energy | 2.5 | $2.5M | 41k | 59.21 | |
| NVR (NVR) | 2.4 | $2.3M | 3.2k | 726.31 | |
| American International (AIG) | 1.4 | $1.4M | 46k | 30.83 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.3 | $1.3M | 17k | 75.71 | |
| Everest Re Group (EG) | 1.1 | $1.1M | 12k | 92.50 | |
| First Horizon National Corporation (FHN) | 1.1 | $1.1M | 103k | 10.37 | |
| & PROD CO shares Brookfield | 0.8 | $783k | 74k | 10.58 | |
| Central Securities (CET) | 0.7 | $723k | 33k | 22.10 | |
| White Mountains Insurance Gp (WTM) | 0.7 | $702k | 1.4k | 501.43 | |
| StanCorp Financial | 0.6 | $614k | 15k | 40.93 | |
| American Oriental Bioengineering | 0.6 | $595k | 392k | 1.52 | |
| Potlatch Corporation (PCH) | 0.5 | $510k | 16k | 31.29 | |
| Coca-Cola Company (KO) | 0.5 | $490k | 6.6k | 73.88 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $389k | 4.8k | 81.21 | |
| Apple (AAPL) | 0.3 | $299k | 500.00 | 598.00 | |
| Johnson & Johnson (JNJ) | 0.2 | $244k | 3.7k | 65.95 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $207k | 5.8k | 35.69 | |
| Regions Financial Corporation (RF) | 0.1 | $130k | 20k | 6.57 | |
| Cubesmart (CUBE) | 0.1 | $131k | 11k | 11.91 | |
| Aoxing Pharmaceutical Company (AOXG) | 0.1 | $92k | 242k | 0.38 |
