Timucuan Asset Management as of Sept. 30, 2013
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 33 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FLIR Systems | 10.7 | $76M | 2.4M | 31.40 | |
| Berkshire Hathaway (BRK.A) | 9.4 | $67M | 392.00 | 170410.71 | |
| Comcast Corporation | 8.5 | $61M | 1.4M | 43.35 | |
| Everbank Finl | 7.6 | $54M | 3.6M | 14.98 | |
| Laboratory Corp. of America Holdings (LH) | 7.5 | $53M | 539k | 99.14 | |
| Allison Transmission Hldngs I (ALSN) | 7.4 | $53M | 2.1M | 25.05 | |
| Tempur-Pedic International (TPX) | 6.8 | $49M | 1.1M | 43.96 | |
| World Fuel Services Corporation (WKC) | 6.7 | $48M | 1.3M | 37.31 | |
| Markel Corporation (MKL) | 6.4 | $46M | 88k | 517.77 | |
| Berkshire Hathaway (BRK.B) | 6.1 | $43M | 382k | 113.51 | |
| Advance Auto Parts (AAP) | 5.2 | $37M | 446k | 82.68 | |
| W.R. Berkley Corporation (WRB) | 5.0 | $36M | 836k | 42.86 | |
| 3.8 | $27M | 31k | 875.91 | ||
| Dolby Laboratories (DLB) | 2.8 | $20M | 583k | 34.51 | |
| Penn National Gaming (PENN) | 1.3 | $9.4M | 170k | 55.36 | |
| Outerwall | 1.0 | $7.3M | 147k | 50.03 | |
| Coca-Cola Company (KO) | 1.0 | $7.2M | 189k | 37.88 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $3.6M | 308k | 11.80 | |
| Siem Inds (SEMUF) | 0.5 | $3.5M | 41k | 84.00 | |
| Houston Wire & Cable Company | 0.3 | $1.9M | 145k | 13.45 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.2 | $1.4M | 98k | 14.76 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $943k | 22k | 43.66 | |
| Wells Fargo & Company (WFC) | 0.1 | $858k | 21k | 41.34 | |
| Mercury General Corporation (MCY) | 0.1 | $783k | 16k | 48.33 | |
| Tes | 0.1 | $766k | 44k | 17.45 | |
| Tortoise MLP Fund | 0.1 | $805k | 30k | 27.07 | |
| U.S. Bancorp (USB) | 0.1 | $684k | 19k | 36.58 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $676k | 5.3k | 127.55 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $592k | 13k | 47.17 | |
| Paychex (PAYX) | 0.0 | $276k | 6.8k | 40.59 | |
| ConocoPhillips (COP) | 0.0 | $297k | 4.3k | 69.47 | |
| Thor Industries (THO) | 0.0 | $316k | 5.4k | 58.13 | |
| Kinder Morgan Energy Partners | 0.0 | $244k | 3.1k | 79.79 |
