Timucuan Asset Management

Timucuan Asset Management as of Dec. 31, 2014

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 28 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 9.6 $89M 392.00 226000.00
Allison Transmission Hldngs I (ALSN) 9.2 $85M 2.5M 33.90
World Fuel Services Corporation (WKC) 8.9 $83M 1.8M 46.93
Express Scripts Holding 8.5 $79M 934k 84.67
Everbank Finl 7.5 $69M 3.6M 19.06
Comcast Corporation 7.0 $65M 1.1M 57.56
Tempur-Pedic International (TPX) 6.6 $61M 1.1M 54.91
Laboratory Corp. of America Holdings (LH) 6.3 $59M 545k 107.90
Sally Beauty Holdings (SBH) 6.2 $57M 1.9M 30.74
Berkshire Hathaway (BRK.B) 6.1 $57M 379k 150.15
W.R. Berkley Corporation (WRB) 5.5 $51M 1.0M 51.26
Dick's Sporting Goods (DKS) 5.3 $49M 984k 49.65
Dollar General (DG) 3.7 $34M 482k 70.70
D Tumi Holdings 3.4 $32M 1.3M 23.73
Dolby Laboratories (DLB) 2.9 $27M 614k 43.12
Blackhawk Network Holdings 1.1 $9.7M 258k 37.69
Coca-Cola Company (KO) 0.9 $8.0M 189k 42.22
EXACT Sciences Corporation (EXAS) 0.5 $4.1M 150k 27.44
Siem Inds (SEMUF) 0.3 $3.1M 41k 75.00
Houston Wire & Cable Company 0.2 $1.7M 145k 11.95
Wells Fargo & Company (WFC) 0.1 $1.1M 20k 54.80
Arthur J. Gallagher & Co. (AJG) 0.1 $1.0M 22k 47.08
U.S. Bancorp (USB) 0.1 $823k 18k 44.97
Tortoise MLP Fund 0.1 $673k 24k 27.94
Regency Centers Corporation (REG) 0.0 $354k 5.6k 63.78
Paychex (PAYX) 0.0 $314k 6.8k 46.18
Thor Industries (THO) 0.0 $304k 5.4k 55.92
Kinder Morgan (KMI) 0.0 $284k 6.7k 42.35