Timucuan Asset Management as of March 31, 2012
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 43 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 9.2 | $48M | 392.00 | 121900.51 | |
| FLIR Systems | 8.7 | $45M | 1.8M | 25.31 | |
| Laboratory Corp. of America Holdings | 8.5 | $45M | 487k | 91.54 | |
| Comcast Corporation | 8.4 | $44M | 1.5M | 29.51 | |
| Ryanair Holdings | 8.1 | $42M | 1.2M | 36.28 | |
| Markel Corporation (MKL) | 6.9 | $36M | 81k | 448.94 | |
| Berkshire Hathaway (BRK.B) | 6.0 | $31M | 383k | 81.15 | |
| Bed Bath & Beyond | 5.6 | $29M | 444k | 65.77 | |
| WMS Industries | 5.3 | $28M | 1.2M | 23.73 | |
| Expedia (EXPE) | 5.0 | $26M | 782k | 33.44 | |
| Strayer Education | 4.2 | $22M | 233k | 94.28 | |
| Dolby Laboratories (DLB) | 4.0 | $21M | 553k | 38.06 | |
| Advance Auto Parts (AAP) | 3.3 | $17M | 193k | 88.57 | |
| Tempur-Pedic International (TPX) | 2.7 | $14M | 168k | 84.43 | |
| Tripadvisor (TRIP) | 2.4 | $12M | 346k | 35.67 | |
| Coinstar | 1.4 | $7.6M | 119k | 63.55 | |
| Stryker Corporation (SYK) | 1.4 | $7.3M | 132k | 55.48 | |
| Penn National Gaming (PENN) | 1.4 | $7.3M | 170k | 42.98 | |
| Coca-Cola Company (KO) | 1.3 | $7.0M | 95k | 74.01 | |
| Lumber Liquidators Holdings | 1.3 | $6.6M | 262k | 25.11 | |
| Washington Post Company | 1.1 | $5.5M | 15k | 373.57 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $3.4M | 308k | 11.16 | |
| Lender Processing Services | 0.6 | $3.1M | 118k | 26.00 | |
| Siem Inds (SEMUF) | 0.5 | $2.6M | 41k | 64.00 | |
| Thor Industries (THO) | 0.2 | $1.3M | 40k | 31.57 | |
| White River Capital | 0.2 | $1.0M | 46k | 22.35 | |
| Houston Wire & Cable Company | 0.2 | $972k | 70k | 13.88 | |
| Wells Fargo & Company (WFC) | 0.2 | $920k | 27k | 34.13 | |
| Rli (RLI) | 0.2 | $896k | 13k | 71.68 | |
| U.S. Bancorp (USB) | 0.2 | $849k | 27k | 31.69 | |
| Mohawk Industries (MHK) | 0.1 | $579k | 8.7k | 66.55 | |
| Vulcan Materials Company (VMC) | 0.1 | $516k | 12k | 42.72 | |
| Torchmark Corporation | 0.1 | $503k | 10k | 49.80 | |
| Exponent (EXPO) | 0.1 | $485k | 10k | 48.50 | |
| Bank of America Corporation (BAC) | 0.1 | $440k | 46k | 9.57 | |
| Johnson & Johnson (JNJ) | 0.1 | $419k | 6.4k | 65.98 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $408k | 11k | 36.11 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $347k | 9.7k | 35.77 | |
| Mercury General Corporation (MCY) | 0.1 | $252k | 5.8k | 43.83 | |
| Apple (AAPL) | 0.1 | $240k | 400.00 | 600.00 | |
| Kinder Morgan Energy Partners | 0.1 | $253k | 3.1k | 82.73 | |
| Paychex (PAYX) | 0.0 | $218k | 7.1k | 30.92 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.0 | $230k | 15k | 15.38 |
