Timucuan Asset Management as of June 30, 2017
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 21 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axalta Coating Sys (AXTA) | 11.3 | $120M | 3.7M | 32.04 | |
| priceline.com Incorporated | 11.2 | $119M | 64k | 1870.51 | |
| Hexcel Corporation (HXL) | 10.7 | $114M | 2.2M | 52.79 | |
| Berkshire Hathaway (BRK.A) | 10.3 | $109M | 427.00 | 254700.23 | |
| Dollar General (DG) | 10.2 | $109M | 1.5M | 72.09 | |
| Comcast Corporation (CMCSA) | 8.2 | $87M | 2.2M | 38.92 | |
| Tempur-Pedic International (TPX) | 8.0 | $85M | 1.6M | 53.39 | |
| Berkshire Hathaway (BRK.B) | 6.9 | $73M | 430k | 169.37 | |
| Laboratory Corp. of America Holdings (LH) | 5.5 | $59M | 380k | 154.14 | |
| Dolby Laboratories (DLB) | 5.4 | $57M | 1.2M | 48.96 | |
| Hanesbrands (HBI) | 5.4 | $57M | 2.5M | 23.16 | |
| Sally Beauty Holdings (SBH) | 3.9 | $41M | 2.0M | 20.25 | |
| Armstrong World Industries (AWI) | 1.9 | $20M | 429k | 46.00 | |
| Coca-Cola Company (KO) | 0.8 | $8.4M | 187k | 44.85 | |
| Siem Inds (SEMUF) | 0.1 | $1.3M | 21k | 60.00 | |
| Bank of America Corporation (BAC) | 0.0 | $267k | 11k | 24.24 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $322k | 4.0k | 80.80 | |
| Chevron Corporation (CVX) | 0.0 | $357k | 3.4k | 104.23 | |
| Thor Industries (THO) | 0.0 | $318k | 3.0k | 104.40 | |
| U.S. Bancorp (USB) | 0.0 | $244k | 4.7k | 51.91 | |
| Mid-America Apartment (MAA) | 0.0 | $255k | 2.4k | 105.33 |
