NFC Investments

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 (CSFSF) 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