Timucuan Asset Management as of March 31, 2024
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 8.7 | $257M | 1.2M | 206.82 | |
| Charles Schwab Corporation (SCHW) | 7.9 | $235M | 3.2M | 72.34 | |
| Tempur-Pedic International (TPX) | 7.9 | $234M | 4.1M | 56.82 | |
| Booking Holdings (BKNG) | 7.8 | $231M | 64k | 3627.86 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.7 | $227M | 1.8M | 129.62 | |
| American Express Company (AXP) | 7.6 | $226M | 994k | 227.69 | |
| Thor Industries (THO) | 6.8 | $201M | 1.7M | 117.34 | |
| Analog Devices (ADI) | 6.2 | $185M | 933k | 197.79 | |
| Moelis & Co (MC) | 5.8 | $172M | 3.0M | 56.77 | |
| Armstrong World Industries (AWI) | 4.8 | $143M | 1.2M | 124.22 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $143M | 339k | 420.52 | |
| Berkshire Hathaway (BRK.A) | 4.7 | $140M | 221.00 | 634440.00 | |
| CarMax (KMX) | 4.6 | $135M | 1.6M | 87.11 | |
| Arista Networks (ANET) | 4.3 | $128M | 441k | 289.98 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $121M | 798k | 152.26 | |
| NVR (NVR) | 4.1 | $121M | 15k | 8099.76 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.7 | $21M | 1.8M | 12.06 | |
| Burford Cap (BUR) | 0.6 | $18M | 1.1M | 15.97 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $13M | 188k | 66.32 | |
| Patrick Industries (PATK) | 0.3 | $10M | 84k | 119.47 | |
| Westrock (WRK) | 0.1 | $1.7M | 35k | 49.45 | |
| Lci Industries (LCII) | 0.0 | $1.3M | 11k | 123.06 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $273k | 1.8k | 150.93 |
