Timucuan Asset Management as of Dec. 31, 2014
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 9.6 | $89M | 392.00 | 226000.00 | |
| Allison Transmission Hldngs I (ALSN) | 9.2 | $85M | 2.5M | 33.90 | |
| World Fuel Services Corporation (WKC) | 8.9 | $83M | 1.8M | 46.93 | |
| Express Scripts Holding | 8.5 | $79M | 934k | 84.67 | |
| Everbank Finl | 7.5 | $69M | 3.6M | 19.06 | |
| Comcast Corporation | 7.0 | $65M | 1.1M | 57.56 | |
| Tempur-Pedic International (TPX) | 6.6 | $61M | 1.1M | 54.91 | |
| Laboratory Corp. of America Holdings | 6.3 | $59M | 545k | 107.90 | |
| Sally Beauty Holdings (SBH) | 6.2 | $57M | 1.9M | 30.74 | |
| Berkshire Hathaway (BRK.B) | 6.1 | $57M | 379k | 150.15 | |
| W.R. Berkley Corporation (WRB) | 5.5 | $51M | 1.0M | 51.26 | |
| Dick's Sporting Goods (DKS) | 5.3 | $49M | 984k | 49.65 | |
| Dollar General (DG) | 3.7 | $34M | 482k | 70.70 | |
| D Tumi Holdings | 3.4 | $32M | 1.3M | 23.73 | |
| Dolby Laboratories (DLB) | 2.9 | $27M | 614k | 43.12 | |
| Blackhawk Network Holdings | 1.1 | $9.7M | 258k | 37.69 | |
| Coca-Cola Company (KO) | 0.9 | $8.0M | 189k | 42.22 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $4.1M | 150k | 27.44 | |
| Siem Inds (SEMUF) | 0.3 | $3.1M | 41k | 75.00 | |
| Houston Wire & Cable Company | 0.2 | $1.7M | 145k | 11.95 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 20k | 54.80 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.0M | 22k | 47.08 | |
| U.S. Bancorp (USB) | 0.1 | $823k | 18k | 44.97 | |
| Tortoise MLP Fund | 0.1 | $673k | 24k | 27.94 | |
| Regency Centers Corporation (REG) | 0.0 | $354k | 5.6k | 63.78 | |
| Paychex (PAYX) | 0.0 | $314k | 6.8k | 46.18 | |
| Thor Industries (THO) | 0.0 | $304k | 5.4k | 55.92 | |
| Kinder Morgan (KMI) | 0.0 | $284k | 6.7k | 42.35 |
