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 |
