Timucuan Asset Management

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

Companies in the Timucuan Asset Management Inc/fl portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Booking Holdings 11.84 101784 +33% 1744.91
Comcast Corporation (CMCSA) 8.54 3.20M 39.98
Berkshire Hathaway (BRK.A) 7.79 388 301213.92
Floor & Decor Hldgs Inc cl a 7.26 2.64M 41.22
Hd Supply 7.08 2.45M +8% 43.35
Us Foods Hldg Corp call 6.56 2.82M 34.91
Alphabet Inc Class C cs 6.55 83664 +2% 1173.31
Analog Devices (ADI) 5.76 820650 +2% 105.27
Tempur-Pedic International (TPX) 5.73 1.49M -9% 57.67
Berkshire Hathaway (BRK.B) 5.54 413449 200.89
Dolby Laboratories (DLB) 5.33 1.27M 62.97
NVR (NVR) 4.81 26082 2767.00
Hexcel Corporation (HXL) 4.68 1.02M 69.16
Axalta Coating Sys 3.23 1.92M 25.21
Laboratory Corp. of America Holdings (LH) 2.91 285497 152.98
Armstrong World Industries (AWI) 2.61 492500 79.42
Winnebago Industries (WGO) 2.20 1.06M -5% 31.15
Coca-Cola Company (KO) 0.44 140226 46.86
Lakeland Financial Corporation (LKFN) 0.44 144591 NEW 45.22
Patrick Industries (PATK) 0.22 74000 +640% 45.32
Dollar General (DG) 0.14 18015 -98% 119.29
Westrock 0.14 55000 NEW 38.35
Ies Hldgs Inc Com stock 0.08 67100 NEW 17.76
Siem Inds Inc Com 0.07 21200 50.09
Bank of America Corporation (BAC) 0.02 11015 27.60
Credit Suisse Group AG (CS) 0.01 14037 11.68
Daseke 0.01 30000 NEW 5.10

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

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