Timucuan Asset Management as of March 31, 2018
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 12.4 | $165M | 79k | 2080.39 | |
| Berkshire Hathaway (BRK.A) | 9.7 | $128M | 427.00 | 299100.70 | |
| Comcast Corporation (CMCSA) | 8.7 | $115M | 3.3M | 34.17 | |
| Dollar General (DG) | 8.6 | $113M | 1.2M | 93.55 | |
| Hexcel Corporation (HXL) | 7.2 | $96M | 1.5M | 64.59 | |
| Us Foods Hldg Corp call (USFD) | 6.7 | $89M | 2.7M | 32.77 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $89M | 446k | 199.48 | |
| Tempur-Pedic International (TPX) | 6.2 | $82M | 1.8M | 45.29 | |
| Alphabet Inc Class C cs (GOOG) | 6.1 | $81M | 78k | 1031.79 | |
| Dolby Laboratories (DLB) | 5.9 | $78M | 1.2M | 63.56 | |
| Laboratory Corp. of America Holdings (LH) | 5.0 | $66M | 409k | 161.75 | |
| Axalta Coating Sys (AXTA) | 4.5 | $60M | 2.0M | 30.19 | |
| Armstrong World Industries (AWI) | 4.1 | $54M | 952k | 56.30 | |
| Chipotle Mexican Grill (CMG) | 3.9 | $51M | 158k | 323.11 | |
| Winnebago Industries (WGO) | 3.5 | $46M | 1.2M | 37.60 | |
| Coca-Cola Company (KO) | 0.6 | $8.1M | 187k | 43.43 | |
| Siem Inds (SEMUF) | 0.1 | $1.3M | 21k | 63.21 | |
| Chevron Corporation (CVX) | 0.0 | $391k | 3.4k | 114.16 | |
| Thor Industries (THO) | 0.0 | $351k | 3.0k | 115.23 | |
| Bank of America Corporation (BAC) | 0.0 | $330k | 11k | 29.96 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $297k | 4.0k | 74.53 |
