Timucuan Asset Management as of June 30, 2019
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 11.2 | $197M | 105k | 1874.71 | |
| Hd Supply | 7.6 | $135M | 3.3M | 40.28 | |
| Comcast Corporation (CMCSA) | 7.6 | $134M | 3.2M | 42.28 | |
| Berkshire Hathaway (BRK.A) | 6.8 | $119M | 375.00 | 318349.33 | |
| Floor & Decor Hldgs Inc cl a (FND) | 6.6 | $117M | 2.8M | 41.90 | |
| Analog Devices (ADI) | 6.5 | $114M | 1.0M | 112.87 | |
| Tempur-Pedic International (TPX) | 6.0 | $107M | 1.5M | 73.37 | |
| Us Foods Hldg Corp call (USFD) | 6.0 | $105M | 2.9M | 35.76 | |
| Alphabet Inc Class C cs (GOOG) | 5.4 | $96M | 89k | 1080.91 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $92M | 430k | 213.17 | |
| NVR (NVR) | 5.0 | $88M | 26k | 3370.24 | |
| Hexcel Corporation (HXL) | 4.9 | $86M | 1.1M | 80.88 | |
| Dolby Laboratories (DLB) | 4.8 | $84M | 1.3M | 64.60 | |
| Delta Air Lines (DAL) | 3.9 | $68M | 1.2M | 56.75 | |
| Laboratory Corp. of America Holdings (LH) | 3.4 | $60M | 347k | 172.90 | |
| Axalta Coating Sys (AXTA) | 3.1 | $55M | 1.8M | 29.77 | |
| Winnebago Industries (WGO) | 2.0 | $35M | 913k | 38.65 | |
| Thor Industries (THO) | 2.0 | $34M | 588k | 58.45 | |
| Moelis & Co (MC) | 0.7 | $12M | 350k | 34.95 | |
| Coca-Cola Company (KO) | 0.4 | $7.1M | 140k | 50.92 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $6.8M | 145k | 46.83 | |
| Patrick Industries (PATK) | 0.2 | $3.6M | 74k | 49.19 | |
| Westrock (WRK) | 0.1 | $2.0M | 55k | 36.47 | |
| Ies Hldgs (IESC) | 0.1 | $1.3M | 67k | 18.85 | |
| Siem Inds (SEMUF) | 0.1 | $933k | 21k | 44.01 | |
| Bank of America Corporation (BAC) | 0.0 | $319k | 11k | 28.96 | |
| Lci Industries (LCII) | 0.0 | $304k | 3.4k | 89.99 | |
| Credit Suisse Group | 0.0 | $168k | 14k | 11.97 | |
| Daseke (DSKE) | 0.0 | $108k | 30k | 3.60 |
