NFC Investments

NFC Investments as of March 31, 2016

Portfolio Holdings for NFC Investments

NFC Investments holds 39 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American International (AIG) 13.0 $27M 498k 54.05
Enstar Group (ESGR) 10.0 $21M 128k 162.27
Chimera Investment Corporation 6.1 $13M 923k 13.59
Starwood Property Trust (STWD) 5.8 $12M 634k 18.93
Air Lease Corp (AL) 4.8 $10M 310k 32.12
Golar Lng Partners Lp unit 4.5 $9.4M 638k 14.69
Macquarie Infrastructure Company 4.2 $8.7M 129k 67.44
Liberty Broadband Cl C (LBRDK) 4.1 $8.5M 147k 57.95
Assured Guaranty (AGO) 3.9 $8.0M 315k 25.30
Triumph Ban (TFIN) 3.8 $7.9M 499k 15.83
Darling International (DAR) 3.4 $7.0M 529k 13.17
Capital One Financial (COF) 3.4 $7.0M 100k 69.31
Oci Partners 3.1 $6.4M 841k 7.56
Alliance Holdings GP 3.0 $6.2M 427k 14.62
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 2.8 $5.7M 529k 10.85
Navigator Holdings Ltd Com Stk (NVGS) 2.6 $5.5M 339k 16.15
Rice Energy 2.3 $4.7M 339k 13.96
Jernigan Cap 2.2 $4.5M 291k 15.62
American Capital 2.1 $4.4M 291k 15.24
Old Republic International Corporation (ORI) 2.1 $4.3M 236k 18.28
Corrections Corporation of America 1.8 $3.8M 119k 32.05
State National Cos 1.8 $3.7M 292k 12.60
Capital One Financial Cor w exp 11/201 1.4 $2.9M 101k 28.60
Hornbeck Offshore Services 1.4 $2.9M 288k 9.93
Everest Re Group (EG) 1.1 $2.4M 12k 197.42
Renaissance Re Holdings Ltd Cmn (RNR) 1.0 $2.0M 17k 119.86
Stewart Information Services Corporation (STC) 0.7 $1.5M 40k 36.28
Onebeacon Insurance Group Ltd Cl-a 0.6 $1.2M 92k 12.74
Lifelock 0.6 $1.1M 95k 12.07
White Mountains Insurance Gp (WTM) 0.6 $1.1M 1.4k 802.57
American Intl Group 0.3 $655k 35k 18.70
Coca-Cola Company (KO) 0.3 $646k 14k 46.40
Berkshire Hathaway (BRK.B) 0.3 $623k 4.4k 141.91
First Horizon National Corporation (FHN) 0.2 $406k 31k 13.10
Apple (AAPL) 0.2 $366k 3.4k 108.93
Annaly Capital Management 0.2 $339k 33k 10.27
Johnson & Johnson (JNJ) 0.1 $274k 2.5k 108.09
Central Securities (CET) 0.1 $195k 10k 19.14
Regions Financial Corporation (RF) 0.1 $151k 19k 7.85