Timucuan Asset Management

Latest statistics and disclosures from TIMUCUAN ASSET MANAGEMENT INC/FL's latest quarterly 13F-HR filing:

TIMUCUAN ASSET MANAGEMENT INC/FL portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
BRK.A Berkshire Hathaway 8.37 392 189900.51 0.00
Everbank Finl 8.21 3622318 20.16 0.00
TPX Tempur-Pedic International 7.47 1113326 59.70 56.98
Allison Transmission Hldngs I 7.42 2123057 31.10 0.00
INT World Fuel Services Corporation 7.22 1304532 49.23 45.64
CMCSK Comcast Corporation 6.80 1133511 53.33 56.37
MKL Markel Corporation 6.52 88458 655.64 692.31
LH Laboratory Corp. of America Holdings 6.23 541462 102.40 100.71
Express Scripts Holding 6.05 +68.00% 776390 69.33 0.00
BRK.B Berkshire Hathaway 5.46 383795 126.56 0.00
WRB W.R. Berkley Corporation 5.15 988564 46.31 52.00
DKS Dick's Sporting Goods 5.05 +65.00% 964825 46.56 49.67
SBH Sally Beauty Holdings 4.54 NEW 1609539 25.08 31.21
FLIR FLIR Systems 4.20 1075951 34.73 31.83
DG Dollar General 3.02 NEW 468735 57.36 65.38
DLB Dolby Laboratories 2.91 +2.00% 599120 43.20 43.77
D Tumi Holdings 1.42 NEW 625901 20.13 0.00
KO Coca-Cola Company 0.90 189336 42.36 44.20
Blackhawk Network Holdings 0.78 NEW 257600 26.85 0.00
EXAS EXACT Sciences Corporation 0.59 307800 17.03 24.90
Siem Inds 0.44 41200 94.00 0.00
Capitala Finance 0.23 NEW 108105 18.89 0.00
HWCC Houston Wire & Cable Company 0.20 144864 12.41 12.96
Onebeacon Insurance Group Ltd Cl-a 0.17 97540 15.54 0.00
WFC Wells Fargo & Company 0.12 20754 52.57 54.37
AJG Arthur J. Gallagher & Co. 0.11 21600 46.62 48.06
USB U.S. Ban 0.09 18700 43.32 44.17
MCY Mercury General Corporation 0.09 16200 47.04 55.18
NTG Tortoise MLP Fund 0.09 25734 29.92 29.34
TSCDY Tes 0.07 43900 14.58 8.85
PAYX Paychex 0.03 6800 41.62 47.43
THO Thor Industries 0.03 5436 56.84 57.21
KMP Kinder Morgan Energy Partners 0.03 3058 82.08 100.30