Timucuan Asset Management as of June 30, 2022
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 33 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 9.9 | $213M | 1.8M | 116.27 | |
| Berkshire Hathaway (BRK.A) | 6.7 | $144M | 351.00 | 408948.72 | |
| Alphabet Inc Class C cs (GOOG) | 6.5 | $140M | 64k | 2187.45 | |
| Thor Industries (THO) | 6.0 | $129M | 1.7M | 74.73 | |
| Comcast Corporation (CMCSA) | 5.9 | $128M | 3.3M | 39.24 | |
| American Express Company (AXP) | 5.5 | $118M | 855k | 138.62 | |
| Brookfield Asset Management | 5.5 | $118M | 2.7M | 44.47 | |
| Analog Devices (ADI) | 5.2 | $112M | 767k | 146.09 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $110M | 1.7M | 63.18 | |
| CarMax (KMX) | 5.0 | $108M | 1.2M | 90.48 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $104M | 381k | 273.02 | |
| Booking Holdings (BKNG) | 4.4 | $95M | 54k | 1748.99 | |
| Moelis & Co (MC) | 4.4 | $94M | 2.4M | 39.35 | |
| Arista Networks (ANET) | 4.2 | $91M | 972k | 93.74 | |
| Tempur-Pedic International (TPX) | 4.2 | $91M | 4.2M | 21.37 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.1 | $89M | 1.4M | 62.96 | |
| NVR (NVR) | 3.8 | $82M | 20k | 4004.11 | |
| Armstrong World Industries (AWI) | 3.1 | $66M | 883k | 74.96 | |
| Black Knight | 1.8 | $38M | 579k | 65.39 | |
| Dreamfinders Homes (DFH) | 0.6 | $13M | 1.2M | 10.64 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.6 | $12M | 671k | 18.01 | |
| Burford Cap (BUR) | 0.5 | $11M | 1.1M | 10.09 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $11M | 161k | 66.42 | |
| DV (DV) | 0.5 | $9.9M | 439k | 22.67 | |
| Winnebago Industries (WGO) | 0.5 | $9.7M | 200k | 48.56 | |
| Coca-Cola Company (KO) | 0.4 | $8.8M | 140k | 62.91 | |
| Patrick Industries (PATK) | 0.2 | $4.4M | 84k | 51.85 | |
| Westrock (WRK) | 0.1 | $2.2M | 55k | 39.84 | |
| Lci Industries (LCII) | 0.1 | $1.2M | 11k | 111.85 | |
| Siem Inds (SEMUF) | 0.0 | $366k | 21k | 17.26 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $285k | 131.00 | 2175.57 | |
| Clarivate Analytics Plc sn (CLVT) | 0.0 | $239k | 17k | 13.85 | |
| Credit Suisse Group | 0.0 | $80k | 14k | 5.70 |
