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 | 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 |
