Timucuan Asset Management

Timucuan Asset Management as of Sept. 30, 2024

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Progressive Corporation (PGR) 8.2 $271M 1.1M 253.76
Booking Holdings (BKNG) 8.1 $266M 63k 4212.10
American Express Company (AXP) 8.1 $265M 978k 271.20
Tempur-Pedic International (TPX) 7.0 $231M 4.2M 54.60
Floor & Decor Hldgs Inc cl a (FND) 6.7 $222M 1.8M 124.17
Analog Devices (ADI) 6.5 $214M 929k 230.17
Charles Schwab Corporation (SCHW) 6.5 $213M 3.3M 64.81
Thor Industries (THO) 5.9 $193M 1.8M 109.89
Moelis & Co (MC) 5.4 $177M 2.6M 68.51
Asbury Automotive (ABG) 5.1 $168M 704k 238.59
Berkshire Hathaway (BRK.B) 4.7 $156M 339k 460.26
Fiserv (FI) 4.4 $145M 805k 179.65
Berkshire Hathaway (BRK.A) 4.2 $140M 202.00 691180.00
Alphabet Inc Class C cs (GOOG) 4.0 $133M 797k 167.19
Armstrong World Industries (AWI) 3.7 $122M 927k 131.43
Arista Networks (ANET) 3.4 $112M 293k 383.82
NVR (NVR) 3.3 $109M 11k 9811.47
Willscot Mobile Mini Holdin Cl A Ord (WSC) 2.8 $94M 2.5M 37.60
Canada Goose Holdings Inc shs sub vtg (GOOS) 0.7 $22M 1.8M 12.53
Burford Cap (BUR) 0.4 $15M 1.1M 13.26
Lakeland Financial Corporation (LKFN) 0.4 $12M 189k 65.12
Patrick Industries (PATK) 0.4 $12M 84k 142.37
Smurfit WestRock (SW) 0.1 $1.7M 35k 49.42
Lci Industries (LCII) 0.0 $1.3M 11k 120.54
Whirlpool Corporation (WHR) 0.0 $803k 7.5k 107.00
Alphabet Inc Class A cs (GOOGL) 0.0 $308k 1.9k 165.85