Timucuan Asset Management as of June 30, 2020
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 8.0 | $124M | 88k | 1413.61 | |
| Comcast Corporation (CMCSA) | 7.9 | $123M | 3.1M | 38.98 | |
| Thor Industries (THO) | 7.3 | $113M | 1.1M | 106.53 | |
| Progressive Corporation (PGR) | 7.1 | $110M | 1.4M | 80.11 | |
| Berkshire Hathaway (BRK.A) | 6.4 | $99M | 372.00 | 267301.08 | |
| Hd Supply | 5.9 | $91M | 2.6M | 34.65 | |
| Tempur-Pedic International (TPX) | 5.6 | $86M | 1.2M | 71.95 | |
| Analog Devices (ADI) | 5.5 | $85M | 694k | 122.64 | |
| Berkshire Hathaway (BRK.B) | 5.0 | $77M | 431k | 178.51 | |
| Booking Holdings (BKNG) | 4.9 | $76M | 48k | 1592.34 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.7 | $72M | 1.2M | 57.65 | |
| Hexcel Corporation (HXL) | 4.5 | $69M | 1.5M | 45.22 | |
| NVR (NVR) | 4.1 | $64M | 20k | 3258.68 | |
| Brookfield Asset Management | 4.1 | $63M | 1.9M | 32.90 | |
| American Express Company (AXP) | 4.0 | $61M | 643k | 95.20 | |
| CarMax (KMX) | 3.9 | $61M | 677k | 89.55 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $58M | 1.7M | 33.74 | |
| Moelis & Co (MC) | 3.2 | $50M | 1.6M | 31.16 | |
| Winnebago Industries (WGO) | 2.0 | $31M | 465k | 66.62 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.6 | $9.1M | 394k | 23.17 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $7.6M | 163k | 46.59 | |
| Coca-Cola Company (KO) | 0.4 | $6.3M | 140k | 44.68 | |
| Patrick Industries (PATK) | 0.4 | $5.8M | 94k | 61.26 | |
| Westrock (WRK) | 0.1 | $1.6M | 55k | 28.25 | |
| Ies Hldgs (IESC) | 0.1 | $1.2M | 51k | 23.17 | |
| Lci Industries (LCII) | 0.0 | $578k | 5.0k | 114.93 | |
| Siem Inds (SEMUF) | 0.0 | $382k | 21k | 18.02 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $183k | 10k | 18.30 | |
| Credit Suisse Group | 0.0 | $145k | 14k | 10.33 |
