Timucuan Asset Management

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

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Positions held by Timucuan Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Timucuan Asset Management

Companies in the Timucuan Asset Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Progressive Corporation (PGR) 9.3 $211M +17% 2.2M 95.61
Comcast Corp Cl A (CMCSA) 7.4 $168M 3.1M 54.11
Tempur-Pedic International (TPX) 7.2 $163M -5% 4.5M 36.56
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.3 $143M 370.00 385702.70
Alphabet Cap Stk Cl C (GOOG) 5.8 $131M 63k 2068.63
American Express Company (AXP) 5.7 $129M +39% 909k 141.44
Charles Schwab Corporation (SCHW) 5.4 $121M 1.9M 65.18
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 5.3 $119M 2.7M 44.50
Booking Holdings (BKNG) 5.1 $115M +2% 49k 2329.84
Moelis & Co Cl A (MC) 4.9 $111M 2.0M 54.88
Analog Devices (ADI) 4.9 $110M 709k 155.08
Hexcel Corporation (HXL) 4.7 $106M 1.9M 56.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $106M 416k 255.47
Arista Networks (ANET) 4.6 $104M 344k 301.89

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NVR (NVR) 4.0 $92M 19k 4710.83
CarMax (KMX) 4.0 $90M 675k 132.66
Thor Industries (THO) 3.8 $86M -30% 640k 134.74
Armstrong World Industries (AWI) 3.4 $77M 852k 90.09
Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.7 $16M 394k 39.25
Winnebago Industries (WGO) 0.7 $15M -51% 200k 76.71
Lakeland Financial Corporation (LKFN) 0.5 $11M -2% 159k 69.19
Burford Cap Ord Shs (BUR) 0.5 $11M 1.2M 9.00
Dream Finders Homes Com Cl A 0.4 $8.1M NEW 337k 24.07
Coca-Cola Company (KO) 0.3 $7.4M 140k 52.71
Patrick Industries (PATK) 0.3 $7.1M -10% 84k 85.00
Westrock (WRK) 0.1 $2.9M 55k 52.05
Lci Industries (LCII) 0.0 $665k 5.0k 132.23
Siem Inds (SEMUF) 0.0 $539k 21k 25.42
Credit Suisse Group Sponsored Adr (CS) 0.0 $149k 14k 10.61

Past Filings by Timucuan Asset Management

SEC 13F filings are viewable for Timucuan Asset Management going back to 2010

View all past filings