NFC Investments

NFC Investments as of Dec. 31, 2010

Portfolio Holdings for NFC Investments

NFC Investments holds 34 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Research In Motion 11.2 $12M 200k 58.13
Rent-A-Center (UPBD) 8.4 $8.7M 270k 32.28
Starwood Property Trust (STWD) 7.0 $7.3M 340k 21.48
Cash Store Finl Svcs 7.0 $7.2M 467k 15.51
Infinity Property and Casualty 6.8 $7.1M 115k 61.80
Medifast (MED) 6.3 $6.6M 228k 28.88
Annaly C 6.1 $6.3M 352k 17.92
Walter Energy 5.0 $5.2M 41k 127.85
Capital One Financial (COF) 4.7 $4.9M 114k 42.56
Alliance Holdings GP 4.2 $4.4M 92k 48.13
Old Republic International Corporation (ORI) 3.5 $3.7M 268k 13.63
American Oriental Bio 3.4 $3.5M 1.5M 2.40
Chimera Investment Corporation 3.3 $3.5M 843k 4.11
Corrections Corporation of America 3.3 $3.4M 135k 25.06
National Interstate Corporation 3.1 $3.3M 152k 21.41
Directv 2.8 $2.9M 72k 39.93
NVR (NVR) 2.3 $2.4M 3.5k 691.02
Intervest Bancshares 2.3 $2.4M 807k 2.93
Central Securities (CET) 1.3 $1.3M 61k 21.97
Synovus Financial 1.2 $1.2M 463k 2.64
First Horizon National Corporation (FHN) 1.2 $1.2M 103k 11.78
Capital One Financial Cor w exp 11/201 1.0 $1.1M 67k 15.96
Coca-Cola Company (KO) 1.0 $1.1M 16k 65.77
Walgreen Company 0.7 $732k 19k 38.94
Potlatch Corporation (PCH) 0.6 $610k 19k 32.53
Berkshire Hath-cl B 0.5 $481k 6.0k 80.17
Arthur J. Gallagher & Co. (AJG) 0.3 $352k 12k 29.09
Walter Investment Management 0.3 $346k 19k 17.92
Aoxing Pharmaceutical Company (AOXG) 0.3 $344k 956k 0.36
Baldwin & Lyons Inc cl b 0.3 $282k 12k 23.50
Capitol Federal Financial 0.2 $238k 20k 11.90
Johnson & Johnson (JNJ) 0.2 $233k 3.8k 61.72
Regions Financial Corporation (RF) 0.1 $138k 20k 6.97
U-Store-It Trust 0.1 $105k 11k 9.55