Timucuan Asset Management as of Dec. 31, 2020
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 9.5 | $186M | 1.9M | 98.88 | |
| Comcast Corp Cl A (CMCSA) | 8.3 | $162M | 3.1M | 52.40 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.6 | $129M | 370.00 | 347816.22 | |
| Tempur-Pedic International (TPX) | 6.5 | $128M | 4.7M | 27.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.6 | $110M | 63k | 1751.88 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 5.5 | $108M | 2.6M | 41.27 | |
| Booking Holdings (BKNG) | 5.5 | $107M | 48k | 2227.28 | |
| Analog Devices (ADI) | 5.3 | $103M | 699k | 147.73 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $99M | 1.9M | 53.04 | |
| Arista Networks (ANET) | 5.0 | $99M | 340k | 290.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $97M | 419k | 231.87 | |
| Moelis & Co Cl A (MC) | 4.7 | $93M | 2.0M | 46.76 | |
| Hexcel Corporation (HXL) | 4.7 | $93M | 1.9M | 48.49 | |
| Thor Industries (THO) | 4.4 | $86M | 923k | 92.99 | |
| American Express Company (AXP) | 4.0 | $79M | 652k | 120.91 | |
| NVR (NVR) | 4.0 | $78M | 19k | 4079.77 | |
| CarMax (KMX) | 3.3 | $64M | 675k | 94.46 | |
| Armstrong World Industries (AWI) | 3.2 | $62M | 838k | 74.39 | |
| Winnebago Industries (WGO) | 1.3 | $25M | 415k | 59.94 | |
| Burford Cap Ord Shs (BUR) | 0.6 | $12M | 1.2M | 9.67 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.6 | $12M | 394k | 29.77 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $8.8M | 164k | 53.58 | |
| Coca-Cola Company (KO) | 0.4 | $7.7M | 140k | 54.84 | |
| Patrick Industries (PATK) | 0.3 | $6.4M | 94k | 68.35 | |
| Westrock (WRK) | 0.1 | $2.4M | 55k | 43.53 | |
| Lci Industries (LCII) | 0.0 | $652k | 5.0k | 129.65 | |
| Siem Inds (SEMUF) | 0.0 | $435k | 21k | 20.52 | |
| Credit Suisse Group Sponsored Adr | 0.0 | $180k | 14k | 12.82 |
