Timucuan Asset Management as of Sept. 30, 2017
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 21 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| priceline.com Incorporated | 10.6 | $119M | 65k | 1830.82 | |
| Berkshire Hathaway (BRK.A) | 10.5 | $117M | 427.00 | 274740.05 | |
| Axalta Coating Sys (AXTA) | 9.8 | $110M | 3.8M | 28.92 | |
| Tempur-Pedic International (TPX) | 9.4 | $105M | 1.6M | 64.52 | |
| Dollar General (DG) | 8.7 | $98M | 1.2M | 81.05 | |
| Comcast Corporation (CMCSA) | 8.7 | $97M | 2.5M | 38.48 | |
| Hexcel Corporation (HXL) | 8.6 | $96M | 1.7M | 57.42 | |
| Berkshire Hathaway (BRK.B) | 7.2 | $81M | 441k | 183.32 | |
| Dolby Laboratories (DLB) | 6.2 | $70M | 1.2M | 57.52 | |
| Hanesbrands (HBI) | 5.6 | $63M | 2.6M | 24.64 | |
| Laboratory Corp. of America Holdings (LH) | 5.4 | $61M | 402k | 150.97 | |
| Armstrong World Industries (AWI) | 4.3 | $49M | 946k | 51.25 | |
| Sally Beauty Holdings (SBH) | 3.8 | $42M | 2.2M | 19.58 | |
| Coca-Cola Company (KO) | 0.8 | $8.4M | 187k | 45.01 | |
| Siem Inds (SEMUF) | 0.1 | $1.3M | 21k | 63.02 | |
| Chevron Corporation (CVX) | 0.0 | $402k | 3.4k | 117.37 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $327k | 4.0k | 82.06 | |
| Thor Industries (THO) | 0.0 | $384k | 3.0k | 126.07 | |
| U.S. Bancorp (USB) | 0.0 | $252k | 4.7k | 53.62 | |
| Bank of America Corporation (BAC) | 0.0 | $279k | 11k | 25.33 | |
| Mid-America Apartment (MAA) | 0.0 | $259k | 2.4k | 106.98 |
