Timucuan Asset Management as of March 31, 2021
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 29 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 9.3 | $211M | 2.2M | 95.61 | |
| Comcast Corp Cl A (CMCSA) | 7.4 | $168M | 3.1M | 54.11 | |
| Tempur-Pedic International (TPX) | 7.2 | $163M | 4.5M | 36.56 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.3 | $143M | 370.00 | 385702.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $131M | 63k | 2068.63 | |
| American Express Company (AXP) | 5.7 | $129M | 909k | 141.44 | |
| Charles Schwab Corporation (SCHW) | 5.4 | $121M | 1.9M | 65.18 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 5.3 | $119M | 2.7M | 44.50 | |
| Booking Holdings (BKNG) | 5.1 | $115M | 49k | 2329.84 | |
| Moelis & Co Cl A (MC) | 4.9 | $111M | 2.0M | 54.88 | |
| Analog Devices (ADI) | 4.9 | $110M | 709k | 155.08 | |
| Hexcel Corporation (HXL) | 4.7 | $106M | 1.9M | 56.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.7 | $106M | 416k | 255.47 | |
| Arista Networks (ANET) | 4.6 | $104M | 344k | 301.89 | |
| NVR (NVR) | 4.0 | $92M | 19k | 4710.83 | |
| CarMax (KMX) | 4.0 | $90M | 675k | 132.66 | |
| Thor Industries (THO) | 3.8 | $86M | 640k | 134.74 | |
| Armstrong World Industries (AWI) | 3.4 | $77M | 852k | 90.09 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.7 | $16M | 394k | 39.25 | |
| Winnebago Industries (WGO) | 0.7 | $15M | 200k | 76.71 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $11M | 159k | 69.19 | |
| Burford Cap Ord Shs (BUR) | 0.5 | $11M | 1.2M | 9.00 | |
| Dream Finders Homes Com Cl A (DFH) | 0.4 | $8.1M | 337k | 24.07 | |
| Coca-Cola Company (KO) | 0.3 | $7.4M | 140k | 52.71 | |
| Patrick Industries (PATK) | 0.3 | $7.1M | 84k | 85.00 | |
| Westrock (WRK) | 0.1 | $2.9M | 55k | 52.05 | |
| Lci Industries (LCII) | 0.0 | $665k | 5.0k | 132.23 | |
| Siem Inds (SEMUF) | 0.0 | $539k | 21k | 25.42 | |
| Credit Suisse Group Sponsored Adr | 0.0 | $149k | 14k | 10.61 |
