Timucuan Asset Management as of March 31, 2023
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc cl a (FND) | 8.8 | $209M | 2.1M | 98.22 | |
| Analog Devices (ADI) | 7.7 | $183M | 929k | 197.22 | |
| Booking Holdings (BKNG) | 7.6 | $181M | 68k | 2652.42 | |
| Tempur-Pedic International (TPX) | 7.0 | $168M | 4.3M | 39.49 | |
| Berkshire Hathaway (BRK.A) | 6.8 | $163M | 349.00 | 465600.00 | |
| American Express Company (AXP) | 6.0 | $144M | 874k | 164.95 | |
| Alphabet Inc Class C cs (GOOG) | 6.0 | $144M | 1.4M | 104.00 | |
| Thor Industries (THO) | 5.8 | $139M | 1.7M | 79.64 | |
| Progressive Corporation (PGR) | 5.8 | $139M | 971k | 143.06 | |
| NVR (NVR) | 4.8 | $115M | 21k | 5572.24 | |
| Charles Schwab Corporation (SCHW) | 4.7 | $113M | 2.2M | 52.38 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $109M | 354k | 308.77 | |
| Moelis & Co (MC) | 4.2 | $100M | 2.6M | 38.44 | |
| Arista Networks (ANET) | 4.1 | $98M | 586k | 167.86 | |
| CarMax (KMX) | 3.8 | $92M | 1.4M | 64.28 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.6 | $85M | 2.6M | 32.59 | |
| Armstrong World Industries (AWI) | 3.5 | $84M | 1.2M | 71.24 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 1.1 | $26M | 1.4M | 19.25 | |
| Brookfield Asset Management (BAM) | 0.9 | $21M | 654k | 32.72 | |
| Winnebago Industries (WGO) | 0.9 | $21M | 358k | 57.70 | |
| DV (DV) | 0.6 | $13M | 439k | 30.15 | |
| Burford Cap (BUR) | 0.5 | $12M | 1.1M | 11.06 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $10M | 167k | 62.64 | |
| Coca-Cola Company (KO) | 0.4 | $8.7M | 140k | 62.03 | |
| Patrick Industries (PATK) | 0.2 | $5.8M | 84k | 68.81 | |
| Comcast Corporation (CMCSA) | 0.1 | $2.7M | 70k | 37.91 | |
| Lci Industries (LCII) | 0.0 | $1.2M | 11k | 109.87 | |
| Westrock (WRK) | 0.0 | $1.1M | 35k | 30.47 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $210k | 2.0k | 103.73 | |
| Clarivate Analytics Plc sn (CLVT) | 0.0 | $104k | 11k | 9.39 | |
| Credit Suisse Group | 0.0 | $13k | 14k | 0.89 |
