Timucuan Asset Management

Timucuan Asset Management as of June 30, 2012

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 43 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Everbank Finl 9.5 $52M 4.8M 10.87
Berkshire Hathaway (BRK.A) 8.9 $49M 392.00 124943.88
Comcast Corporation 8.4 $46M 1.5M 31.40
Laboratory Corp. of America Holdings (LH) 8.3 $46M 491k 92.61
Markel Corporation (MKL) 6.7 $37M 83k 441.70
Ryanair Holdings 6.5 $36M 1.2M 30.40
FLIR Systems 6.5 $36M 1.8M 19.50
Berkshire Hathaway (BRK.B) 6.1 $34M 402k 83.33
Advance Auto Parts (AAP) 5.1 $28M 408k 68.22
Strayer Education 4.8 $26M 240k 109.02
WMS Industries 4.2 $23M 1.2M 19.95
Dolby Laboratories (DLB) 4.2 $23M 552k 41.30
Torchmark Corporation 3.7 $20M 397k 50.55
W.R. Berkley Corporation (WRB) 3.5 $19M 497k 38.92
Tempur-Pedic International (TPX) 2.8 $16M 662k 23.39
Coinstar 1.5 $8.2M 119k 68.66
Penn National Gaming (PENN) 1.4 $7.6M 170k 44.59
Coca-Cola Company (KO) 1.4 $7.4M 95k 78.19
Stryker Corporation (SYK) 1.3 $7.3M 132k 55.10
Washington Post Company 1.0 $5.5M 15k 373.84
EXACT Sciences Corporation (EXAS) 0.6 $3.3M 308k 10.72
Lender Processing Services 0.6 $3.0M 118k 25.28
Siem Inds (SEMUF) 0.5 $2.6M 41k 61.99
White River Capital 0.3 $1.4M 63k 22.75
Houston Wire & Cable Company 0.3 $1.4M 128k 10.93
Wells Fargo & Company (WFC) 0.2 $1.4M 41k 33.44
Thor Industries (THO) 0.2 $1.1M 39k 27.41
Johnson & Johnson (JNJ) 0.2 $1.0M 15k 67.57
Rli (RLI) 0.2 $853k 13k 68.24
Arthur J. Gallagher & Co. (AJG) 0.2 $856k 24k 35.08
Onebeacon Insurance Group Ltd Cl-a 0.1 $694k 53k 13.01
U.S. Bancorp (USB) 0.1 $646k 20k 32.16
Mercury General Corporation (MCY) 0.1 $610k 15k 41.64
Paychex (PAYX) 0.1 $627k 20k 31.43
Exponent (EXPO) 0.1 $528k 10k 52.80
Cincinnati Financial Corporation (CINF) 0.1 $510k 13k 38.06
Bank of America Corporation (BAC) 0.1 $376k 46k 8.17
Sonoco Products Company (SON) 0.1 $377k 13k 30.16
Lockheed Martin Corporation (LMT) 0.1 $379k 4.4k 87.13
Tortoise MLP Fund 0.1 $360k 14k 24.98
Vulcan Materials Company (VMC) 0.1 $259k 6.5k 39.72
Apple (AAPL) 0.0 $234k 400.00 585.00
Kinder Morgan Energy Partners 0.0 $240k 3.1k 78.48