Timucuan Asset Management as of Dec. 31, 2011
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 49 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 8.9 | $45M | 392.00 | 114755.10 | |
| Laboratory Corp. of America Holdings (LH) | 8.1 | $41M | 472k | 85.97 | |
| Comcast Corporation | 8.0 | $40M | 1.7M | 23.56 | |
| Brown & Brown (BRO) | 6.7 | $34M | 1.5M | 22.63 | |
| Markel Corporation (MKL) | 6.5 | $33M | 79k | 414.67 | |
| FLIR Systems | 6.5 | $33M | 1.3M | 25.07 | |
| Ryanair Holdings | 6.3 | $32M | 1.1M | 27.86 | |
| Berkshire Hathaway (BRK.B) | 5.5 | $28M | 360k | 76.30 | |
| Bed Bath & Beyond | 5.1 | $26M | 441k | 57.97 | |
| WMS Industries | 4.5 | $23M | 1.1M | 20.52 | |
| Expedia (EXPE) | 4.4 | $22M | 762k | 29.02 | |
| Strayer Education | 4.2 | $21M | 219k | 97.19 | |
| Dolby Laboratories (DLB) | 3.2 | $16M | 532k | 30.51 | |
| Advance Auto Parts (AAP) | 2.6 | $13M | 191k | 69.63 | |
| Lowe's Companies (LOW) | 2.1 | $11M | 416k | 25.38 | |
| Tempur-Pedic International (TPX) | 1.8 | $8.8M | 168k | 52.53 | |
| Tripadvisor (TRIP) | 1.7 | $8.7M | 343k | 25.21 | |
| Coca-Cola Company (KO) | 1.3 | $6.6M | 95k | 69.97 | |
| Stryker Corporation (SYK) | 1.3 | $6.5M | 132k | 49.71 | |
| Penn National Gaming (PENN) | 1.3 | $6.5M | 170k | 38.07 | |
| Citigroup (C) | 1.2 | $6.0M | 217k | 27.50 | |
| Washington Post Company | 1.1 | $5.5M | 15k | 376.80 | |
| Coinstar | 1.1 | $5.4M | 119k | 45.64 | |
| Gannett | 1.0 | $4.9M | 365k | 13.37 | |
| Lumber Liquidators Holdings (LL) | 0.9 | $4.6M | 262k | 17.66 | |
| Progressive Corporation (PGR) | 0.7 | $3.7M | 188k | 19.51 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $2.5M | 308k | 8.12 | |
| Garmin (GRMN) | 0.5 | $2.3M | 57k | 39.80 | |
| Siem Inds (SEMUF) | 0.5 | $2.3M | 41k | 55.00 | |
| Walgreen Company | 0.4 | $2.0M | 62k | 33.07 | |
| Lender Processing Services | 0.3 | $1.8M | 118k | 15.07 | |
| Thor Industries (THO) | 0.3 | $1.7M | 62k | 27.42 | |
| Rli (RLI) | 0.2 | $911k | 13k | 72.88 | |
| Houston Wire & Cable Company | 0.2 | $892k | 65k | 13.83 | |
| White River Capital | 0.2 | $840k | 42k | 20.24 | |
| U.S. Bancorp (USB) | 0.1 | $692k | 26k | 27.04 | |
| Wells Fargo & Company (WFC) | 0.1 | $609k | 22k | 27.56 | |
| Vulcan Materials Company (VMC) | 0.1 | $475k | 12k | 39.32 | |
| Mohawk Industries (MHK) | 0.1 | $443k | 7.4k | 59.86 | |
| Exponent (EXPO) | 0.1 | $460k | 10k | 46.00 | |
| Torchmark Corporation | 0.1 | $386k | 8.9k | 43.37 | |
| Johnson & Johnson (JNJ) | 0.1 | $371k | 5.7k | 65.66 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $334k | 9.7k | 34.43 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $278k | 8.3k | 33.49 | |
| Bank of America Corporation (BAC) | 0.1 | $256k | 46k | 5.57 | |
| Mercury General Corporation (MCY) | 0.1 | $228k | 5.0k | 45.60 | |
| Kinder Morgan Energy Partners | 0.1 | $260k | 3.1k | 85.02 | |
| Paychex (PAYX) | 0.0 | $181k | 6.0k | 30.17 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.0 | $185k | 12k | 15.42 |
