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 | 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 |
