Timucuan Asset Management as of Dec. 31, 2012
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 42 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Everbank Finl | 11.3 | $72M | 4.8M | 14.91 | |
| FLIR Systems | 8.4 | $54M | 2.4M | 22.32 | |
| Berkshire Hathaway (BRK.A) | 8.2 | $53M | 392.00 | 134061.22 | |
| Comcast Corporation | 7.9 | $51M | 1.4M | 35.92 | |
| Laboratory Corp. of America Holdings (LH) | 6.5 | $41M | 477k | 86.62 | |
| Ryanair Holdings | 6.4 | $41M | 1.2M | 34.28 | |
| Markel Corporation (MKL) | 5.8 | $37M | 86k | 433.42 | |
| Berkshire Hathaway (BRK.B) | 5.4 | $34M | 384k | 89.70 | |
| Advance Auto Parts (AAP) | 5.0 | $32M | 439k | 72.35 | |
| W.R. Berkley Corporation (WRB) | 4.9 | $31M | 822k | 37.74 | |
| Tempur-Pedic International (TPX) | 4.8 | $30M | 961k | 31.49 | |
| 3.4 | $21M | 30k | 707.39 | ||
| Allison Transmission Hldngs I (ALSN) | 3.3 | $21M | 1.0M | 20.42 | |
| WMS Industries | 3.2 | $20M | 1.2M | 17.50 | |
| Torchmark Corporation | 3.1 | $20M | 383k | 51.67 | |
| Dolby Laboratories (DLB) | 2.5 | $16M | 537k | 29.33 | |
| Strayer Education | 2.2 | $14M | 255k | 56.17 | |
| Penn National Gaming (PENN) | 1.3 | $8.3M | 170k | 49.11 | |
| Coinstar | 1.2 | $7.6M | 147k | 52.01 | |
| Coca-Cola Company (KO) | 1.1 | $6.9M | 190k | 36.25 | |
| Washington Post Company | 0.8 | $5.1M | 14k | 365.23 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $3.3M | 308k | 10.59 | |
| Siem Inds (SEMUF) | 0.5 | $3.0M | 41k | 73.01 | |
| Lender Processing Services | 0.5 | $2.9M | 118k | 24.62 | |
| Houston Wire & Cable Company | 0.2 | $1.6M | 128k | 12.27 | |
| White River Capital | 0.2 | $1.3M | 63k | 21.25 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.2 | $1.2M | 88k | 13.90 | |
| IBERIABANK Corporation | 0.2 | $1.1M | 21k | 49.14 | |
| Rli (RLI) | 0.1 | $808k | 13k | 64.64 | |
| Mercury General Corporation (MCY) | 0.1 | $770k | 19k | 39.69 | |
| U.S. Bancorp (USB) | 0.1 | $642k | 20k | 31.96 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $665k | 19k | 34.64 | |
| Johnson & Johnson (JNJ) | 0.1 | $582k | 8.3k | 70.12 | |
| Wells Fargo & Company (WFC) | 0.1 | $590k | 17k | 34.19 | |
| Exponent (EXPO) | 0.1 | $558k | 10k | 55.80 | |
| Paychex (PAYX) | 0.1 | $431k | 14k | 31.12 | |
| Tes | 0.1 | $423k | 26k | 16.40 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $403k | 10k | 39.13 | |
| Tortoise MLP Fund | 0.1 | $404k | 17k | 24.51 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $281k | 3.1k | 92.13 | |
| Thor Industries (THO) | 0.0 | $237k | 6.3k | 37.41 | |
| Kinder Morgan Energy Partners | 0.0 | $244k | 3.1k | 79.79 |
