Timucuan Asset Management

Timucuan Asset Management as of June 30, 2024

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Progressive Corporation (PGR) 8.7 $254M 1.2M 207.71
Booking Holdings (BKNG) 8.7 $252M 64k 3961.48
Charles Schwab Corporation (SCHW) 8.2 $239M 3.2M 73.69
American Express Company (AXP) 7.9 $229M 989k 231.55
Analog Devices (ADI) 7.3 $213M 931k 228.26
Tempur-Pedic International (TPX) 6.8 $199M 4.2M 47.34
Floor & Decor Hldgs Inc cl a (FND) 6.0 $175M 1.8M 99.41
Moelis & Co (MC) 5.9 $173M 3.0M 56.86
Thor Industries (THO) 5.6 $162M 1.7M 93.45
Alphabet Inc Class C cs (GOOG) 5.0 $146M 798k 183.42
Berkshire Hathaway (BRK.B) 4.8 $138M 340k 406.80
Berkshire Hathaway (BRK.A) 4.4 $129M 210.00 612241.00
Asbury Automotive (ABG) 4.3 $125M 546k 227.87
NVR (NVR) 3.9 $113M 15k 7588.37
Armstrong World Industries (AWI) 3.6 $105M 925k 113.24
Arista Networks (ANET) 3.6 $104M 296k 350.48
Willscot Mobile Mini Holdin Cl A Ord (WSC) 3.2 $93M 2.5M 37.64
Canada Goose Holdings Inc shs sub vtg (GOOS) 0.8 $23M 1.8M 12.93
Burford Cap (BUR) 0.5 $14M 1.1M 13.05
Lakeland Financial Corporation (LKFN) 0.4 $12M 188k 61.52
Patrick Industries (PATK) 0.3 $9.1M 84k 108.55
Westrock (WRK) 0.1 $1.8M 35k 50.26
Lci Industries (LCII) 0.0 $1.1M 11k 103.38
Whirlpool Corporation (WHR) 0.0 $767k 7.5k 102.20
Alphabet Inc Class A cs (GOOGL) 0.0 $330k 1.8k 182.15