Timucuan Asset Management as of March 31, 2014
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 29 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 9.4 | $73M | 392.00 | 187349.49 | |
| Everbank Finl | 9.1 | $72M | 3.6M | 19.73 | |
| Allison Transmission Hldngs I (ALSN) | 8.1 | $63M | 2.1M | 29.94 | |
| World Fuel Services Corporation (WKC) | 7.3 | $57M | 1.3M | 44.10 | |
| Tempur-Pedic International (TPX) | 7.2 | $56M | 1.1M | 50.67 | |
| Comcast Corporation | 7.1 | $55M | 1.1M | 48.77 | |
| Advance Auto Parts (AAP) | 7.0 | $55M | 436k | 126.50 | |
| Laboratory Corp. of America Holdings | 6.8 | $53M | 541k | 98.21 | |
| Markel Corporation (MKL) | 6.7 | $53M | 88k | 596.09 | |
| Berkshire Hathaway (BRK.B) | 6.1 | $48M | 384k | 124.97 | |
| W.R. Berkley Corporation (WRB) | 5.2 | $41M | 985k | 41.62 | |
| FLIR Systems | 5.0 | $39M | 1.1M | 36.00 | |
| Express Scripts Holding | 4.4 | $35M | 462k | 75.09 | |
| Dick's Sporting Goods (DKS) | 4.1 | $32M | 583k | 54.61 | |
| Dolby Laboratories (DLB) | 3.3 | $26M | 585k | 44.50 | |
| Coca-Cola Company (KO) | 0.9 | $7.3M | 189k | 38.66 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $4.4M | 308k | 14.17 | |
| Siem Inds (SEMUF) | 0.5 | $3.8M | 41k | 91.99 | |
| Houston Wire & Cable Company | 0.2 | $1.9M | 145k | 13.13 | |
| Onebeacon Insurance Group Ltd Cl-a | 0.2 | $1.5M | 98k | 15.46 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | 22k | 47.59 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.0M | 21k | 49.73 | |
| U.S. Bancorp (USB) | 0.1 | $801k | 19k | 42.83 | |
| Mercury General Corporation (MCY) | 0.1 | $730k | 16k | 45.06 | |
| Tortoise MLP Fund | 0.1 | $687k | 26k | 26.70 | |
| Tes | 0.1 | $649k | 44k | 14.78 | |
| Paychex (PAYX) | 0.0 | $290k | 6.8k | 42.65 | |
| Thor Industries (THO) | 0.0 | $332k | 5.4k | 61.07 | |
| Kinder Morgan Energy Partners | 0.0 | $226k | 3.1k | 73.90 |
