NFC Investments

NFC Investments as of Dec. 31, 2015

Portfolio Holdings for NFC Investments

NFC Investments holds 38 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American International (AIG) 16.6 $34M 542k 61.97
Enstar Group (ESGR) 9.5 $19M 129k 150.04
Chimera Investment Corporation 6.7 $14M 999k 13.64
Starwood Property Trust (STWD) 6.6 $13M 654k 20.56
Golar Lng Partners Lp unit 5.5 $11M 837k 13.38
Air Lease Corp (AL) 5.2 $11M 316k 33.48
Macquarie Infrastructure Company 4.7 $9.6M 132k 72.60
Alliance Holdings GP 4.3 $8.7M 431k 20.18
Assured Guaranty (AGO) 4.1 $8.4M 317k 26.43
Triumph Ban (TFIN) 4.1 $8.4M 507k 16.50
Liberty Broadband Cl C (LBRDK) 3.8 $7.7M 149k 51.86
Capital One Financial (COF) 3.6 $7.2M 100k 72.18
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 3.0 $6.0M 538k 11.23
Oci Partners 3.0 $6.0M 843k 7.13
Jernigan Cap 2.4 $4.9M 325k 14.95
Old Republic International Corporation (ORI) 2.2 $4.4M 236k 18.63
Capital One Financial Cor w exp 11/201 1.6 $3.2M 103k 31.35
Rice Energy 1.6 $3.2M 293k 10.90
Corrections Corporation of America 1.6 $3.1M 119k 26.49
Hornbeck Offshore Services 1.1 $2.2M 222k 9.94
Everest Re Group (EG) 1.1 $2.2M 12k 183.08
State National Cos 1.1 $2.2M 224k 9.81
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $1.9M 17k 113.16
StanCorp Financial 0.8 $1.7M 15k 113.87
Stewart Information Services Corporation (STC) 0.7 $1.5M 40k 37.32
Lifelock 0.7 $1.4M 95k 14.35
Onebeacon Insurance Group Ltd Cl-a 0.6 $1.1M 92k 12.41
Nationstar Mortgage 0.5 $1.1M 82k 13.38
White Mountains Insurance Gp (WTM) 0.5 $1.0M 1.4k 726.30
American Intl Group 0.4 $880k 37k 23.75
Berkshire Hathaway (BRK.B) 0.3 $606k 4.6k 132.03
Coca-Cola Company (KO) 0.3 $598k 14k 42.95
First Horizon National Corporation (FHN) 0.2 $450k 31k 14.52
Apple (AAPL) 0.2 $339k 3.2k 105.38
Annaly Capital Management 0.2 $319k 34k 9.38
Johnson & Johnson (JNJ) 0.1 $260k 2.5k 102.56
Central Securities (CET) 0.1 $194k 10k 19.04
Regions Financial Corporation (RF) 0.1 $184k 19k 9.57