Timucuan Asset Management as of Dec. 31, 2017
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| priceline.com Incorporated | 10.8 | $137M | 79k | 1737.74 | |
| Berkshire Hathaway (BRK.A) | 10.1 | $127M | 427.00 | 297599.53 | |
| Dollar General (DG) | 8.9 | $112M | 1.2M | 93.01 | |
| Tempur-Pedic International (TPX) | 8.3 | $105M | 1.7M | 62.69 | |
| Comcast Corporation (CMCSA) | 8.0 | $101M | 2.5M | 40.05 | |
| Hexcel Corporation (HXL) | 7.9 | $100M | 1.6M | 61.85 | |
| Berkshire Hathaway (BRK.B) | 7.0 | $89M | 446k | 198.22 | |
| Dolby Laboratories (DLB) | 6.0 | $76M | 1.2M | 62.00 | |
| Winnebago Industries (WGO) | 5.4 | $68M | 1.2M | 55.60 | |
| Laboratory Corp. of America Holdings (LH) | 5.1 | $65M | 405k | 159.51 | |
| Axalta Coating Sys (AXTA) | 5.1 | $64M | 2.0M | 32.36 | |
| Armstrong World Industries (AWI) | 4.5 | $58M | 949k | 60.55 | |
| Hanesbrands (HBI) | 4.3 | $54M | 2.6M | 20.91 | |
| Us Foods Hldg Corp call (USFD) | 3.9 | $50M | 1.6M | 31.93 | |
| Chipotle Mexican Grill (CMG) | 3.6 | $46M | 158k | 289.03 | |
| Coca-Cola Company (KO) | 0.7 | $8.6M | 187k | 45.88 | |
| Siem Inds (SEMUF) | 0.1 | $1.3M | 21k | 63.30 | |
| Thor Industries (THO) | 0.0 | $459k | 3.0k | 150.69 | |
| Bank of America Corporation (BAC) | 0.0 | $325k | 11k | 29.51 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $333k | 4.0k | 83.56 | |
| Chevron Corporation (CVX) | 0.0 | $429k | 3.4k | 125.26 | |
| U.S. Bancorp (USB) | 0.0 | $252k | 4.7k | 53.62 | |
| Mid-America Apartment (MAA) | 0.0 | $243k | 2.4k | 100.37 |
