NFC Investments as of June 30, 2011
Portfolio Holdings for NFC Investments
NFC Investments holds 36 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Republic International Corporation (ORI) | 9.1 | $9.7M | 826k | 11.75 | |
| Infinity Property and Casualty | 7.0 | $7.4M | 136k | 54.66 | |
| Rent-A-Center (UPBD) | 6.9 | $7.3M | 240k | 30.56 | |
| National Interstate Corporation | 6.9 | $7.3M | 318k | 22.90 | |
| Starwood Property Trust (STWD) | 6.6 | $7.0M | 343k | 20.51 | |
| Cash Store Finl Svcs | 5.9 | $6.3M | 476k | 13.24 | |
| Annaly Capital Management | 5.9 | $6.2M | 346k | 18.04 | |
| Capital One Financial (COF) | 5.5 | $5.8M | 112k | 51.67 | |
| Research In Motion | 5.2 | $5.5M | 192k | 28.85 | |
| Chimera Investment Corporation | 5.2 | $5.5M | 1.6M | 3.46 | |
| Medifast (MED) | 4.8 | $5.1M | 216k | 23.73 | |
| Intervest Bancshares | 4.5 | $4.8M | 1.6M | 3.06 | |
| Alliance Holdings GP | 4.0 | $4.2M | 85k | 49.88 | |
| Directv | 3.0 | $3.2M | 63k | 50.82 | |
| Corrections Corporation of America | 2.7 | $2.8M | 132k | 21.65 | |
| NVR (NVR) | 2.4 | $2.5M | 3.5k | 725.41 | |
| American Oriental Bioengineering | 2.3 | $2.5M | 2.2M | 1.11 | |
| Capital One Financial Cor w exp 11/201 | 1.4 | $1.5M | 69k | 21.16 | |
| Central Securities (CET) | 1.4 | $1.4M | 60k | 23.87 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.1 | $1.2M | 17k | 69.94 | |
| Coca-Cola Company (KO) | 1.0 | $1.1M | 16k | 67.27 | |
| First Horizon National Corporation (FHN) | 0.9 | $983k | 103k | 9.54 | |
| Everest Re Group (EG) | 0.9 | $981k | 12k | 81.75 | |
| American International (AIG) | 0.8 | $880k | 30k | 29.33 | |
| Walgreen Company | 0.7 | $785k | 19k | 42.43 | |
| Potlatch Corporation (PCH) | 0.6 | $658k | 19k | 35.28 | |
| StanCorp Financial | 0.6 | $633k | 15k | 42.20 | |
| Aoxing Pharmaceutical Company (AOXG) | 0.6 | $623k | 451k | 1.38 | |
| White Mountains Insurance Gp (WTM) | 0.6 | $588k | 1.4k | 420.00 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $371k | 4.8k | 77.45 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $345k | 12k | 28.51 | |
| Baldwin & Lyons | 0.3 | $278k | 12k | 23.17 | |
| Johnson & Johnson (JNJ) | 0.2 | $211k | 3.2k | 66.46 | |
| Apple (AAPL) | 0.2 | $211k | 630.00 | 334.92 | |
| Regions Financial Corporation (RF) | 0.1 | $123k | 20k | 6.22 | |
| U-Store-It Trust | 0.1 | $116k | 11k | 10.55 |
