Timucuan Asset Management as of Dec. 31, 2024
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Express Company (AXP) | 8.9 | $290M | 976k | 296.79 | |
| Progressive Corporation (PGR) | 7.8 | $256M | 1.1M | 239.61 | |
| Booking Holdings (BKNG) | 7.5 | $245M | 49k | 4968.39 | |
| Charles Schwab Corporation (SCHW) | 7.4 | $243M | 3.3M | 74.01 | |
| Tempur-Pedic International (SGI) | 7.4 | $240M | 4.2M | 56.69 | |
| Analog Devices (ADI) | 6.1 | $199M | 936k | 212.46 | |
| Thor Industries (THO) | 6.0 | $195M | 2.0M | 95.71 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.5 | $179M | 1.8M | 99.70 | |
| Asbury Automotive (ABG) | 5.3 | $172M | 708k | 243.03 | |
| Fiserv (FI) | 5.1 | $166M | 807k | 205.42 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $154M | 339k | 453.28 | |
| Alphabet Inc Class C cs (GOOG) | 4.7 | $152M | 799k | 190.44 | |
| Moelis & Co (MC) | 4.5 | $148M | 2.0M | 73.88 | |
| Berkshire Hathaway (BRK.A) | 4.2 | $138M | 202.00 | 680920.00 | |
| Armstrong World Industries (AWI) | 4.0 | $131M | 924k | 141.33 | |
| Arista Networks (ANET) | 4.0 | $129M | 1.2M | 110.53 | |
| NVR (NVR) | 2.8 | $91M | 11k | 8178.63 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 2.6 | $84M | 2.5M | 33.45 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.5 | $18M | 1.8M | 10.03 | |
| Burford Cap (BUR) | 0.4 | $14M | 1.1M | 12.75 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $13M | 189k | 68.76 | |
| Patrick Industries (PATK) | 0.3 | $11M | 126k | 83.08 | |
| Smurfit WestRock (SW) | 0.1 | $1.9M | 35k | 53.86 | |
| Lci Industries (LCII) | 0.0 | $1.1M | 11k | 103.39 | |
| Whirlpool Corporation (WHR) | 0.0 | $859k | 7.5k | 114.48 | |
| German American Ban (GABC) | 0.0 | $603k | 15k | 40.22 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $351k | 1.9k | 189.30 |
