Timucuan Asset Management

Timucuan Asset Management as of June 30, 2014

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 33 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 8.4 $74M 392.00 189900.51
Everbank Finl 8.2 $73M 3.6M 20.16
Tempur-Pedic International (TPX) 7.5 $67M 1.1M 59.70
Allison Transmission Hldngs I (ALSN) 7.4 $66M 2.1M 31.10
World Fuel Services Corporation (WKC) 7.2 $64M 1.3M 49.23
Comcast Corporation 6.8 $61M 1.1M 53.33
Markel Corporation (MKL) 6.5 $58M 89k 655.64
Laboratory Corp. of America Holdings (LH) 6.2 $55M 542k 102.40
Express Scripts Holding 6.0 $54M 776k 69.33
Berkshire Hathaway (BRK.B) 5.5 $49M 384k 126.56
W.R. Berkley Corporation (WRB) 5.2 $46M 989k 46.31
Dick's Sporting Goods (DKS) 5.0 $45M 965k 46.56
Sally Beauty Holdings (SBH) 4.5 $40M 1.6M 25.08
FLIR Systems 4.2 $37M 1.1M 34.73
Dollar General (DG) 3.0 $27M 469k 57.36
Dolby Laboratories (DLB) 2.9 $26M 599k 43.20
D Tumi Holdings 1.4 $13M 626k 20.13
Coca-Cola Company (KO) 0.9 $8.0M 189k 42.36
Blackhawk Network Holdings 0.8 $6.9M 258k 26.85
EXACT Sciences Corporation (EXAS) 0.6 $5.2M 308k 17.03
Siem Inds (SEMUF) 0.4 $3.9M 41k 94.00
Capitala Finance 0.2 $2.0M 108k 18.89
Houston Wire & Cable Company 0.2 $1.8M 145k 12.41
Onebeacon Insurance Group Ltd Cl-a 0.2 $1.5M 98k 15.54
Wells Fargo & Company (WFC) 0.1 $1.1M 21k 52.57
Arthur J. Gallagher & Co. (AJG) 0.1 $1.0M 22k 46.62
U.S. Bancorp (USB) 0.1 $810k 19k 43.32
Mercury General Corporation (MCY) 0.1 $762k 16k 47.04
Tortoise MLP Fund 0.1 $770k 26k 29.92
Tes 0.1 $640k 44k 14.58
Paychex (PAYX) 0.0 $283k 6.8k 41.62
Thor Industries (THO) 0.0 $309k 5.4k 56.84
Kinder Morgan Energy Partners 0.0 $251k 3.1k 82.08