Timucuan Asset Management as of March 31, 2022
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 31 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 8.7 | $225M | 2.0M | 113.99 | |
| Berkshire Hathaway (BRK.A) | 7.2 | $186M | 352.00 | 528920.45 | |
| Alphabet Inc Class C cs (GOOG) | 6.8 | $174M | 62k | 2793.00 | |
| American Express Company (AXP) | 6.1 | $158M | 843k | 187.00 | |
| Brookfield Asset Management | 5.9 | $152M | 2.7M | 56.57 | |
| Comcast Corporation (CMCSA) | 5.8 | $151M | 3.2M | 46.82 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $143M | 406k | 352.91 | |
| Charles Schwab Corporation (SCHW) | 5.5 | $142M | 1.7M | 84.31 | |
| Arista Networks (ANET) | 5.5 | $141M | 1.0M | 138.98 | |
| Clarivate Analytics Plc sn (CLVT) | 4.9 | $127M | 7.6M | 16.76 | |
| Thor Industries (THO) | 4.9 | $126M | 1.6M | 78.70 | |
| Analog Devices (ADI) | 4.8 | $125M | 754k | 165.18 | |
| Booking Holdings (BKNG) | 4.8 | $124M | 53k | 2348.44 | |
| Tempur-Pedic International (TPX) | 4.4 | $114M | 4.1M | 27.92 | |
| CarMax (KMX) | 4.4 | $114M | 1.2M | 96.48 | |
| Moelis & Co (MC) | 4.2 | $108M | 2.3M | 46.95 | |
| NVR (NVR) | 3.5 | $89M | 20k | 4467.27 | |
| Armstrong World Industries (AWI) | 3.0 | $78M | 866k | 90.01 | |
| Dreamfinders Homes (DFH) | 0.8 | $21M | 1.2M | 17.08 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.7 | $18M | 670k | 26.33 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $12M | 161k | 73.00 | |
| DV (DV) | 0.4 | $11M | 439k | 25.17 | |
| Winnebago Industries (WGO) | 0.4 | $11M | 200k | 54.03 | |
| Burford Cap (BUR) | 0.4 | $10M | 1.1M | 9.19 | |
| Coca-Cola Company (KO) | 0.3 | $8.7M | 140k | 62.00 | |
| Patrick Industries (PATK) | 0.2 | $5.1M | 84k | 60.30 | |
| Westrock (WRK) | 0.1 | $2.6M | 55k | 47.04 | |
| Lci Industries (LCII) | 0.0 | $680k | 6.6k | 103.80 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $373k | 134.00 | 2783.58 | |
| Siem Inds (SEMUF) | 0.0 | $318k | 21k | 15.00 | |
| Credit Suisse Group | 0.0 | $110k | 14k | 7.84 |
