Timucuan Asset Management as of Dec. 31, 2013
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 31 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FLIR Systems | 9.9 | $73M | 2.4M | 30.10 | |
| Berkshire Hathaway (BRK.A) | 9.4 | $70M | 392.00 | 177900.51 | |
| Comcast Corporation | 9.3 | $68M | 1.4M | 49.88 | |
| Everbank Finl | 9.0 | $66M | 3.6M | 18.34 | |
| Tempur-Pedic International (TPX) | 8.1 | $60M | 1.1M | 53.96 | |
| Allison Transmission Hldngs I (ALSN) | 7.8 | $58M | 2.1M | 27.61 | |
| World Fuel Services Corporation (WKC) | 7.5 | $56M | 1.3M | 43.16 | |
| Markel Corporation (MKL) | 6.9 | $51M | 87k | 580.35 | |
| Laboratory Corp. of America Holdings (LH) | 6.6 | $49M | 536k | 91.37 | |
| Advance Auto Parts (AAP) | 6.6 | $49M | 441k | 110.68 | |
| Berkshire Hathaway (BRK.B) | 6.1 | $45M | 381k | 118.56 | |
| W.R. Berkley Corporation (WRB) | 4.9 | $36M | 834k | 43.39 | |
| Dolby Laboratories (DLB) | 3.0 | $22M | 576k | 38.56 | |
| Outerwall | 1.3 | $9.9M | 147k | 67.27 | |
| Coca-Cola Company (KO) | 1.1 | $7.8M | 189k | 41.31 | |
| Siem Inds (SEMUF) | 0.5 | $3.9M | 41k | 95.00 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $3.6M | 308k | 11.75 | |
| Houston Wire & Cable Company | 0.3 | $1.9M | 145k | 13.38 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.2 | $1.5M | 98k | 15.82 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | 22k | 46.94 | |
| Wells Fargo & Company (WFC) | 0.1 | $942k | 21k | 45.39 | |
| Mercury General Corporation (MCY) | 0.1 | $805k | 16k | 49.69 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $788k | 5.3k | 148.68 | |
| Tortoise MLP Fund | 0.1 | $813k | 30k | 27.34 | |
| U.S. Bancorp (USB) | 0.1 | $755k | 19k | 40.37 | |
| Tes | 0.1 | $729k | 44k | 16.61 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $657k | 13k | 52.35 | |
| Paychex (PAYX) | 0.0 | $310k | 6.8k | 45.59 | |
| ConocoPhillips (COP) | 0.0 | $302k | 4.3k | 70.64 | |
| Thor Industries (THO) | 0.0 | $300k | 5.4k | 55.19 | |
| Kinder Morgan Energy Partners | 0.0 | $247k | 3.1k | 80.77 |
