Timucuan Asset Management as of Dec. 31, 2022
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 7.1 | $164M | 349.00 | 468710.96 | |
| Analog Devices (ADI) | 6.6 | $152M | 929k | 164.03 | |
| Tempur-Pedic International (TPX) | 6.5 | $150M | 4.4M | 34.33 | |
| Floor & Decor Hldgs Inc cl a (FND) | 6.4 | $148M | 2.1M | 69.63 | |
| Charles Schwab Corporation (SCHW) | 6.3 | $144M | 1.7M | 83.26 | |
| Booking Holdings (BKNG) | 6.2 | $143M | 71k | 2015.29 | |
| Thor Industries (THO) | 5.6 | $128M | 1.7M | 75.49 | |
| American Express Company (AXP) | 5.5 | $128M | 864k | 147.75 | |
| Progressive Corporation (PGR) | 5.5 | $126M | 975k | 129.71 | |
| Alphabet Inc Class C cs (GOOG) | 5.2 | $120M | 1.3M | 88.73 | |
| Arista Networks (ANET) | 5.1 | $119M | 977k | 121.35 | |
| Comcast Corporation (CMCSA) | 4.8 | $112M | 3.2M | 34.97 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $110M | 356k | 308.90 | |
| NVR (NVR) | 4.1 | $95M | 21k | 4612.57 | |
| Moelis & Co (MC) | 4.1 | $95M | 2.5M | 38.37 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.6 | $83M | 2.6M | 31.46 | |
| CarMax (KMX) | 3.5 | $81M | 1.3M | 60.89 | |
| Armstrong World Industries (AWI) | 3.4 | $78M | 1.1M | 68.59 | |
| Black Knight | 1.5 | $35M | 564k | 61.75 | |
| Brookfield Asset Management (BAM) | 0.8 | $19M | 659k | 28.67 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.7 | $17M | 965k | 17.81 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $11M | 154k | 72.97 | |
| DV (DV) | 0.4 | $9.6M | 439k | 21.96 | |
| Burford Cap (BUR) | 0.4 | $9.0M | 1.1M | 8.15 | |
| Coca-Cola Company (KO) | 0.4 | $8.9M | 140k | 63.61 | |
| Dreamfinders Homes (DFH) | 0.3 | $7.6M | 883k | 8.66 | |
| Winnebago Industries (WGO) | 0.2 | $5.2M | 98k | 52.70 | |
| Patrick Industries (PATK) | 0.2 | $5.1M | 84k | 60.60 | |
| Westrock (WRK) | 0.1 | $2.3M | 65k | 35.16 | |
| Lci Industries (LCII) | 0.0 | $1.0M | 11k | 92.45 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $786k | 2.0k | 384.21 | |
| Clarivate Analytics Plc sn (CLVT) | 0.0 | $92k | 11k | 8.34 | |
| Credit Suisse Group | 0.0 | $43k | 14k | 3.04 |
