Timucuan Asset Management as of March 31, 2013
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 40 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Everbank Finl | 10.5 | $74M | 4.8M | 15.40 | |
| FLIR Systems | 8.8 | $63M | 2.4M | 26.01 | |
| Berkshire Hathaway (BRK.A) | 8.7 | $61M | 392.00 | 156280.61 | |
| Comcast Corporation | 7.8 | $56M | 1.4M | 39.61 | |
| Ryanair Holdings | 7.1 | $50M | 1.2M | 41.78 | |
| Laboratory Corp. of America Holdings (LH) | 6.8 | $48M | 532k | 90.20 | |
| Tempur-Pedic International (TPX) | 6.7 | $48M | 960k | 49.63 | |
| Markel Corporation (MKL) | 6.1 | $43M | 86k | 503.50 | |
| Berkshire Hathaway (BRK.B) | 5.7 | $40M | 387k | 104.20 | |
| W.R. Berkley Corporation (WRB) | 5.2 | $37M | 828k | 44.37 | |
| Advance Auto Parts (AAP) | 5.2 | $37M | 443k | 82.65 | |
| Allison Transmission Hldngs I (ALSN) | 3.5 | $25M | 1.0M | 24.01 | |
| 3.5 | $25M | 31k | 794.20 | ||
| Torchmark Corporation | 3.4 | $24M | 397k | 59.80 | |
| Dolby Laboratories (DLB) | 2.6 | $18M | 548k | 33.56 | |
| Strayer Education | 1.8 | $12M | 256k | 48.38 | |
| Penn National Gaming (PENN) | 1.3 | $9.3M | 170k | 54.43 | |
| Coinstar | 1.2 | $8.6M | 147k | 58.42 | |
| Coca-Cola Company (KO) | 1.1 | $7.7M | 190k | 40.44 | |
| Siem Inds (SEMUF) | 0.4 | $3.1M | 41k | 75.00 | |
| Lender Processing Services | 0.4 | $3.0M | 118k | 25.46 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $3.0M | 308k | 9.80 | |
| Washington Post Company | 0.3 | $2.0M | 4.5k | 446.91 | |
| Houston Wire & Cable Company | 0.2 | $1.7M | 128k | 12.95 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.2 | $1.2M | 88k | 13.52 | |
| IBERIABANK Corporation | 0.1 | $1.1M | 21k | 50.03 | |
| Rli (RLI) | 0.1 | $898k | 13k | 71.84 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $793k | 19k | 41.30 | |
| U.S. Bancorp (USB) | 0.1 | $682k | 20k | 33.95 | |
| Johnson & Johnson (JNJ) | 0.1 | $677k | 8.3k | 81.57 | |
| Mercury General Corporation (MCY) | 0.1 | $736k | 19k | 37.94 | |
| Wells Fargo & Company (WFC) | 0.1 | $638k | 17k | 36.98 | |
| Exponent (EXPO) | 0.1 | $539k | 10k | 53.90 | |
| Paychex (PAYX) | 0.1 | $486k | 14k | 35.09 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $486k | 10k | 47.18 | |
| Tortoise MLP Fund | 0.1 | $464k | 17k | 28.15 | |
| Tes | 0.1 | $448k | 26k | 17.36 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $294k | 3.1k | 96.39 | |
| Kinder Morgan Energy Partners | 0.0 | $275k | 3.1k | 89.93 | |
| Thor Industries (THO) | 0.0 | $233k | 6.3k | 36.77 |
