NFC Investments

NFC Investments as of March 31, 2017

Portfolio Holdings for NFC Investments

NFC Investments holds 41 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American International (AIG) 10.7 $28M 451k 62.43
Enstar Group SHS (ESGR) 9.4 $25M 129k 191.30
Chimera Investment Corporation 6.5 $17M 851k 20.18
Mgic Investment Corp Corp (MTG) 6.3 $17M 1.6M 10.13
Assured Guaranty (AGO) 5.8 $15M 411k 37.11
Air Lease Corp Cl A (AL) 5.7 $15M 383k 38.75
Starwood Property Trust (STWD) 5.1 $13M 594k 22.58
Triumph Ban (TFIN) 5.0 $13M 506k 25.80
Liberty Broadband Corp Com Ser C (LBRDK) 4.7 $12M 144k 86.40
Corecivic (CXW) 4.2 $11M 355k 31.42
Athene Hldg Cl A 3.1 $8.2M 164k 49.99
Capital One Financial (COF) 3.1 $8.0M 93k 86.66
Darling International (DAR) 3.0 $7.9M 545k 14.52
Rice Energy 3.0 $7.9M 333k 23.70
Verisign (VRSN) 2.9 $7.6M 87k 87.11
Alliance Holdings Gp Com Units Lp 2.4 $6.4M 232k 27.43
State National Cos 2.4 $6.3M 437k 14.40
PICO Holdings 2.4 $6.2M 444k 14.00
Jernigan Cap 2.0 $5.3M 230k 23.04
Navigator Holdings SHS (NVGS) 1.8 $4.7M 343k 13.75
Capital One Finl Corp W Exp 11/14/2018 1.7 $4.5M 100k 44.80
Old Republic International Corporation (ORI) 1.7 $4.4M 216k 20.48
Oci Partners Com Unit Rep Lp 1.5 $3.9M 385k 10.00
Everest Re Group (EG) 1.1 $2.8M 12k 233.83
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $2.5M 17k 144.65
Stewart Information Services Corporation (STC) 0.7 $1.8M 40k 44.17
Onebeacon Insurance Group Ltd Cl A G67742109 2,002 138,283 Sh Sole None - 0 138,283 Cl A 0.5 $1.3M 82k 16.00
White Mountains Insurance Gp (WTM) 0.5 $1.2M 1.4k 879.54
American Intl Group W Exp 01/19/2021 0.3 $803k 38k 21.36
Berkshire Hathaway CL B (BRK.B) 0.3 $731k 4.4k 166.51
First Horizon National Corporation (FHN) 0.2 $573k 31k 18.49
Coca-Cola Company (KO) 0.2 $561k 13k 42.45
Annaly Capital Management 0.2 $413k 37k 11.10
Apple (AAPL) 0.1 $392k 2.7k 143.69
Regions Financial Corporation (RF) 0.1 $279k 19k 14.50
Johnson & Johnson (JNJ) 0.1 $259k 2.1k 124.52
Philip Morris International (PM) 0.1 $239k 2.1k 113.00
Pinnacle Financial Partners (PNFP) 0.1 $223k 3.4k 66.35
Kkr & Co L P Del Com Units Lp 0.1 $221k 12k 18.26
Merck & Co (MRK) 0.1 $219k 3.4k 63.68
Microsoft Corporation (MSFT) 0.1 $217k 3.3k 65.96