Timucuan Asset Management

Timucuan Asset Management as of Dec. 31, 2016

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 26 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 9.7 $110M 2.1M 51.44
Dollar General (DG) 9.7 $110M 1.5M 74.07
Tempur-Pedic International (TPX) 9.3 $105M 1.5M 68.28
Axalta Coating Sys (AXTA) 8.9 $101M 3.7M 27.20
Berkshire Hathaway (BRK.A) 8.4 $96M 392.00 244119.90
priceline.com Incorporated 8.2 $93M 64k 1466.07
Express Scripts Holding 7.6 $86M 1.3M 68.79
Comcast Corporation (CMCSA) 6.8 $77M 1.1M 69.05
Allison Transmission Hldngs I (ALSN) 6.6 $75M 2.2M 33.69
Everbank Finl 6.2 $71M 3.6M 19.45
Berkshire Hathaway (BRK.B) 6.1 $69M 422k 162.98
Laboratory Corp. of America Holdings (LH) 4.2 $47M 366k 128.38
Sally Beauty Holdings (SBH) 3.5 $39M 1.5M 26.42
Dolby Laboratories (DLB) 2.8 $32M 704k 45.19
Blackhawk Network Hldgs Inc cl a 0.8 $8.8M 233k 37.67
Coca-Cola Company (KO) 0.7 $7.8M 187k 41.46
EXACT Sciences Corporation (EXAS) 0.1 $1.4M 105k 13.36
Siem Inds (SEMUF) 0.1 $1.3M 21k 61.98
U.S. Bancorp (USB) 0.1 $832k 16k 51.36
Chevron Corporation (CVX) 0.0 $403k 3.4k 117.66
Exxon Mobil Corporation (XOM) 0.0 $360k 4.0k 90.34
Thor Industries (THO) 0.0 $364k 3.6k 100.11
World Fuel Services Corporation (WKC) 0.0 $283k 6.2k 45.87
Bank of America Corporation (BAC) 0.0 $243k 11k 22.06
Mid-America Apartment (MAA) 0.0 $237k 2.4k 97.89
Tortoise MLP Fund 0.0 $267k 14k 19.07