NFC Investments as of Dec. 31, 2016
Portfolio Holdings for NFC Investments
NFC Investments holds 41 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 11.5 | $30M | 456k | 65.31 | |
| Enstar Group (ESGR) | 9.8 | $25M | 128k | 197.69 | |
| MGIC Investment (MTG) | 6.5 | $17M | 1.6M | 10.19 | |
| Triumph Ban (TFIN) | 6.2 | $16M | 610k | 26.15 | |
| Chimera Investment Corporation | 5.7 | $15M | 860k | 17.02 | |
| Air Lease Corp (AL) | 5.2 | $13M | 390k | 34.33 | |
| Golar Lng Partners Lp unit | 5.2 | $13M | 557k | 24.04 | |
| Starwood Property Trust (STWD) | 5.0 | $13M | 589k | 21.95 | |
| Assured Guaranty (AGO) | 4.4 | $12M | 304k | 37.77 | |
| Liberty Broadband Cl C (LBRDK) | 4.2 | $11M | 146k | 74.07 | |
| Corecivic (CXW) | 3.4 | $8.8M | 360k | 24.46 | |
| Capital One Financial (COF) | 3.2 | $8.2M | 94k | 87.24 | |
| Rice Energy | 2.7 | $7.1M | 332k | 21.35 | |
| Darling International (DAR) | 2.6 | $6.9M | 531k | 12.91 | |
| Alliance Holdings GP | 2.6 | $6.8M | 240k | 28.10 | |
| PICO Holdings | 2.6 | $6.7M | 442k | 15.15 | |
| Verisign (VRSN) | 2.5 | $6.4M | 84k | 76.07 | |
| State National Cos | 2.3 | $6.0M | 430k | 13.86 | |
| Jernigan Cap | 1.9 | $5.0M | 236k | 21.05 | |
| Capital One Financial Cor w exp 11/201 | 1.8 | $4.5M | 100k | 45.19 | |
| Old Republic International Corporation (ORI) | 1.6 | $4.1M | 216k | 19.00 | |
| Oci Partners | 1.3 | $3.3M | 391k | 8.35 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 1.2 | $3.2M | 340k | 9.30 | |
| Everest Re Group (EG) | 1.0 | $2.6M | 12k | 216.42 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.9 | $2.3M | 17k | 136.25 | |
| Stewart Information Services Corporation (STC) | 0.7 | $1.8M | 40k | 46.08 | |
| Lifelock | 0.7 | $1.8M | 75k | 23.92 | |
| American Capital | 0.7 | $1.7M | 95k | 17.92 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.5 | $1.4M | 85k | 16.04 | |
| White Mountains Insurance Gp (WTM) | 0.5 | $1.2M | 1.4k | 836.07 | |
| American Intl Group | 0.3 | $811k | 35k | 23.45 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $715k | 4.4k | 162.87 | |
| First Horizon National Corporation (FHN) | 0.2 | $620k | 31k | 20.00 | |
| Coca-Cola Company (KO) | 0.2 | $548k | 13k | 41.47 | |
| Annaly Capital Management | 0.1 | $371k | 37k | 9.97 | |
| Apple (AAPL) | 0.1 | $313k | 2.7k | 115.80 | |
| Regions Financial Corporation (RF) | 0.1 | $276k | 19k | 14.35 | |
| Johnson & Johnson (JNJ) | 0.1 | $240k | 2.1k | 115.38 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $233k | 3.4k | 69.32 | |
| Microsoft Corporation (MSFT) | 0.1 | $204k | 3.3k | 62.01 | |
| Merck & Co (MRK) | 0.1 | $202k | 3.4k | 58.74 |
