Timucuan Asset Management as of Dec. 31, 2021
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 30 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 8.7 | $236M | 2.3M | 102.65 | |
| Alphabet Inc Class C cs (GOOG) | 6.6 | $179M | 62k | 2893.59 | |
| Berkshire Hathaway (BRK.A) | 6.0 | $163M | 362.00 | 450662.98 | |
| Brookfield Asset Management | 5.9 | $161M | 2.7M | 60.38 | |
| Thor Industries (THO) | 5.8 | $158M | 1.5M | 103.77 | |
| Comcast Corporation (CMCSA) | 5.8 | $157M | 3.1M | 50.33 | |
| Arista Networks (ANET) | 5.7 | $156M | 1.1M | 143.75 | |
| Charles Schwab Corporation (SCHW) | 5.7 | $155M | 1.8M | 84.10 | |
| Tempur-Pedic International (TPX) | 5.4 | $148M | 3.1M | 47.03 | |
| American Express Company (AXP) | 5.3 | $145M | 884k | 163.60 | |
| Clarivate Analytics Plc sn (CLVT) | 5.2 | $141M | 6.0M | 23.52 | |
| Analog Devices (ADI) | 4.8 | $131M | 743k | 175.77 | |
| Moelis & Co (MC) | 4.7 | $128M | 2.0M | 62.51 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $127M | 424k | 299.00 | |
| Booking Holdings (BKNG) | 4.6 | $125M | 52k | 2399.22 | |
| NVR (NVR) | 4.3 | $117M | 20k | 5908.87 | |
| Armstrong World Industries (AWI) | 3.7 | $100M | 858k | 116.12 | |
| CarMax (KMX) | 3.5 | $96M | 738k | 130.23 | |
| Dreamfinders Homes (DFH) | 0.9 | $24M | 1.2M | 19.45 | |
| Winnebago Industries (WGO) | 0.5 | $15M | 200k | 74.92 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.5 | $15M | 392k | 37.06 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $13M | 160k | 80.14 | |
| Burford Cap (BUR) | 0.4 | $12M | 1.1M | 10.56 | |
| Coca-Cola Company (KO) | 0.3 | $8.3M | 140k | 59.21 | |
| DV (DV) | 0.3 | $7.6M | 228k | 33.28 | |
| Patrick Industries (PATK) | 0.2 | $6.8M | 84k | 80.69 | |
| Westrock (WRK) | 0.1 | $2.4M | 55k | 44.36 | |
| Lci Industries (LCII) | 0.0 | $1.0M | 6.6k | 155.85 | |
| Siem Inds (SEMUF) | 0.0 | $419k | 21k | 19.76 | |
| Credit Suisse Group | 0.0 | $135k | 14k | 9.62 |
