Timucuan Asset Management

Latest statistics and disclosures from Timucuan Asset Management Inc/fl's latest quarterly 13F-HR filing:

Portfolio Holdings for Timucuan Asset Management Inc/fl

Companies in the Timucuan Asset Management Inc/fl portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Booking Holdings 10.85 101791 -2% 2053.73
Comcast Corporation (CMCSA) 7.32 3.14M 44.97
Hd Supply 6.83 3.27M -2% 40.22
Berkshire Hathaway (BRK.A) 6.57 373 339589.81
Us Foods Hldg Corp call 6.37 2.93M 41.89
Analog Devices (ADI) 6.26 1.01M 118.84
Alphabet Inc Class C cs 6.15 88712 1337.02
Tempur-Pedic International (TPX) 5.46 1.21M -16% 87.06
Berkshire Hathaway (BRK.B) 5.04 428811 226.50
Floor & Decor Hldgs Inc cl a 4.93 1.87M 50.81
NVR (NVR) 4.82 24368 -6% 3808.40
Dolby Laboratories (DLB) 4.68 1.31M 68.80
Thor Industries (THO) 4.03 1.05M 74.29
Hexcel Corporation (HXL) 4.02 1.06M 73.31
Delta Air Lines (DAL) 3.74 1.23M 58.48
Progressive Corporation (PGR) 3.45 917339 NEW 72.39
Laboratory Corp. of America Holdings (LH) 2.60 296077 -8% 169.17
Axalta Coating Sys 2.18 1.38M -23% 30.40
Winnebago Industries (WGO) 2.10 762519 -11% 52.98
Gildan Activewear Inc Com Cad 0.75 490000 NEW 29.53
Moelis & Co 0.58 350000 31.92
Coca-Cola Company (KO) 0.40 140226 55.35
Lakeland Financial Corporation (LKFN) 0.39 155241 48.93
Patrick Industries (PATK) 0.23 84000 52.43
Westrock 0.12 55000 42.91
Ies Hldgs Inc Com stock 0.07 51400 25.66
Siem Inds Inc Com 0.04 21200 36.98
Lci Industries 0.02 3378 107.16
Credit Suisse Group AG (CS) 0.01 14037 13.46

Past Filings by Timucuan Asset Management Inc/fl

View past SEC 13F filings by Timucuan Asset Management Inc/fl

View all filings