NFC Investments

NFC Investments as of March 31, 2011

Portfolio Holdings for NFC Investments

NFC Investments holds 35 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Research In Motion 10.5 $11M 198k 56.54
Old Republic International Corporation (ORI) 8.7 $9.3M 733k 12.69
Rent-A-Center (UPBD) 8.6 $9.1M 262k 34.91
Starwood Property Trust (STWD) 7.1 $7.6M 339k 22.30
Infinity Property and Casualty 6.9 $7.4M 124k 59.49
Cash Store Finl Svcs 6.4 $6.8M 472k 14.42
Annaly Capital Management 5.8 $6.2M 353k 17.45
Capital One Financial (COF) 5.4 $5.8M 111k 51.96
Medifast (MED) 4.2 $4.5M 228k 19.75
Alliance Holdings GP 4.2 $4.5M 86k 52.54
National Interstate Corporation 3.4 $3.6M 175k 20.85
American Oriental Bioengineering 3.2 $3.4M 2.3M 1.49
Chimera Investment Corporation 3.2 $3.4M 860k 3.96
Intervest Bancshares 3.2 $3.4M 1.3M 2.55
Directv 3.1 $3.3M 71k 46.80
Corrections Corporation of America 3.0 $3.2M 132k 24.40
NVR (NVR) 2.4 $2.6M 3.4k 755.92
Capital One Financial Cor w exp 11/201 1.4 $1.5M 68k 21.62
Central Securities (CET) 1.3 $1.4M 60k 23.44
First Horizon National Corporation (FHN) 1.1 $1.2M 103k 11.21
Synovus Financial 1.0 $1.1M 460k 2.40
Coca-Cola Company (KO) 1.0 $1.0M 16k 66.32
Aoxing Pharmaceutical Company (AOXG) 0.9 $948k 439k 2.16
Walgreen Company 0.7 $754k 19k 40.11
Potlatch Corporation (PCH) 0.7 $754k 19k 40.21
Berkshire Hathaway (BRK.B) 0.4 $406k 4.9k 83.71
Arthur J. Gallagher & Co. (AJG) 0.3 $368k 12k 30.41
StanCorp Financial 0.3 $369k 8.0k 46.12
Walter Investment Management 0.3 $311k 19k 16.11
Baldwin & Lyons 0.3 $281k 12k 23.42
Apple (AAPL) 0.2 $220k 630.00 349.21
Capitol Federal Financial 0.2 $227k 20k 11.24
Johnson & Johnson (JNJ) 0.2 $212k 3.6k 59.30
Regions Financial Corporation (RF) 0.1 $144k 20k 7.28
U-Store-It Trust 0.1 $116k 11k 10.55