Timucuan Asset Management

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

  • Top 5 stock holdings are PCLN, BRK.A, Axalta Coating Sys, TPX, DG, and represent 49.06% of Timucuan Asset Management Inc/fl's stock portfolio.
  • Added to shares of these 10 stocks: AWI (+$26.46M), CMCSA (+$11.24M), LH, TPX, HBI, SBH, PCLN, DLB, BRK.B, Axalta Coating Sys.
  • Reduced shares in these 2 stocks: HXL (-$27.64M), DG (-$24.28M).
  • Timucuan Asset Management Inc/fl was a net buyer of stock by $5.31M.
  • Timucuan Asset Management Inc/fl has $1.12B in assets under management (AUM), growing by 5.61%.

Companies in the Timucuan Asset Management Inc/fl portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
priceline.com Incorporated (PCLN) 10.61 64906 +2% 1830.82
Berkshire Hathaway (BRK.A) 10.48 427 274740.05
Axalta Coating Sys 9.82 3.80M 28.92
Tempur-Pedic International (TPX) 9.41 1.63M +2% 64.52
Dollar General (DG) 8.73 1.21M -19% 81.05
Comcast Corporation (CMCSA) 8.69 2.53M +13% 38.48
Hexcel Corporation (HXL) 8.58 1.67M -22% 57.42
Berkshire Hathaway (BRK.B) 7.22 441161 +2% 183.32
Dolby Laboratories (DLB) 6.23 1.21M +3% 57.52
Hanesbrands (HBI) 5.64 2.56M +4% 24.64
Laboratory Corp. of America Holdings (LH) 5.42 401821 +5% 150.97
Armstrong World Industries (AWI) 4.33 945626 +120% 51.25
Sally Beauty Holdings (SBH) 3.78 2.16M +6% 19.58
Coca-Cola Company (KO) 0.75 187064 45.01
Siem Inds Inc Com 0.12 21200 63.02
Chevron Corporation (CVX) 0.04 3425 117.37
Exxon Mobil Corporation (XOM) 0.03 3985 82.06
Thor Industries (THO) 0.03 3046 126.07
U.S. Ban (USB) 0.02 4700 53.62
Bank of America Corporation (BAC) 0.02 11015 25.33
Mid-America Apartment (MAA) 0.02 2421 106.98

Past 13F-HR SEC Filings by Timucuan Asset Management Inc/fl

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