Timucuan Asset Management

Timucuan Asset Management as of March 31, 2017

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 25 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Axalta Coating Sys (AXTA) 10.8 $119M 3.7M 32.20
Hexcel Corporation (HXL) 10.5 $116M 2.1M 54.55
priceline.com Incorporated 10.1 $112M 63k 1779.97
Dollar General (DG) 9.3 $104M 1.5M 69.73
Berkshire Hathaway (BRK.A) 8.8 $98M 392.00 249849.49
Comcast Corporation (CMCSA) 7.5 $84M 2.2M 37.59
Express Scripts Holding 7.5 $83M 1.3M 65.91
Tempur-Pedic International (TPX) 6.5 $73M 1.6M 46.46
Everbank Finl 6.4 $71M 3.6M 19.48
Berkshire Hathaway (BRK.B) 6.3 $70M 422k 166.68
Laboratory Corp. of America Holdings (LH) 4.8 $53M 371k 143.47
Hanesbrands (HBI) 3.9 $43M 2.1M 20.76
Dolby Laboratories (DLB) 3.4 $38M 727k 52.41
Sally Beauty Holdings (SBH) 2.9 $32M 1.5M 20.44
Coca-Cola Company (KO) 0.7 $7.9M 187k 42.44
EXACT Sciences Corporation (EXAS) 0.2 $2.5M 105k 23.62
Siem Inds (SEMUF) 0.1 $1.3M 21k 62.59
Exxon Mobil Corporation (XOM) 0.0 $327k 4.0k 82.06
Chevron Corporation (CVX) 0.0 $368k 3.4k 107.45
Thor Industries (THO) 0.0 $293k 3.0k 96.19
U.S. Bancorp (USB) 0.0 $242k 4.7k 51.49
Bank of America Corporation (BAC) 0.0 $260k 11k 23.60
Mid-America Apartment (MAA) 0.0 $246k 2.4k 101.61
World Fuel Services Corporation (WKC) 0.0 $224k 6.2k 36.30
Blackhawk Network Hldgs Inc cl a 0.0 $215k 5.3k 40.60