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 September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Booking Holdings 11.31 104232 +2% 1962.61
Comcast Corporation (CMCSA) 7.88 3.16M 45.08
Hd Supply 7.28 3.36M +37% 39.18
Us Foods Hldg Corp call 6.66 2.93M +4% 41.10
Berkshire Hathaway (BRK.A) 6.47 375 -3% 311832.00
Analog Devices (ADI) 6.26 1.01M +23% 111.73
Tempur-Pedic International (TPX) 6.15 1.44M -3% 77.20
Alphabet Inc Class C cs 5.99 88914 +6% 1219.00
NVR (NVR) 5.37 26147 3717.37
Floor & Decor Hldgs Inc cl a 5.29 1.87M -29% 51.15
Berkshire Hathaway (BRK.B) 4.97 432207 +4% 208.02
Hexcel Corporation (HXL) 4.80 1.06M +4% 82.13
Dolby Laboratories (DLB) 4.67 1.31M +2% 64.64
Delta Air Lines (DAL) 3.90 1.22M NEW 57.60
Thor Industries (THO) 3.27 1.05M NEW 56.64
Laboratory Corp. of America Holdings (LH) 3.00 323190 +13% 168.00
Axalta Coating Sys 3.00 1.80M -6% 30.15
Winnebago Industries (WGO) 1.83 862519 -18% 38.35
Moelis & Co 0.64 350000 NEW 32.85
Coca-Cola Company (KO) 0.42 140226 54.44
Lakeland Financial Corporation (LKFN) 0.38 155241 +7% 43.98
Patrick Industries (PATK) 0.20 84000 +13% 42.88
Westrock 0.11 55000 36.45
Ies Hldgs Inc Com stock 0.06 51400 -23% 20.58
Siem Inds Inc Com 0.05 21200 40.52
Bank of America Corporation (BAC) 0.02 11015 29.14
Lci Industries 0.02 3378 NEW 91.77
Credit Suisse Group AG (CS) 0.01 14037 12.18

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

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