Timucuan Asset Management as of June 30, 2018
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 23 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 10.7 | $156M | 77k | 2027.09 | |
| Berkshire Hathaway (BRK.A) | 8.2 | $120M | 427.00 | 282039.81 | |
| Dollar General (DG) | 8.2 | $119M | 1.2M | 98.60 | |
| Comcast Corporation (CMCSA) | 7.6 | $111M | 3.4M | 32.81 | |
| Us Foods Hldg Corp call (USFD) | 7.1 | $104M | 2.7M | 37.82 | |
| Tempur-Pedic International (TPX) | 6.1 | $89M | 1.9M | 48.05 | |
| Alphabet Inc Class C cs (GOOG) | 6.1 | $89M | 80k | 1115.65 | |
| Berkshire Hathaway (BRK.B) | 5.7 | $83M | 446k | 186.65 | |
| Hd Supply | 5.4 | $78M | 1.8M | 42.89 | |
| Dolby Laboratories (DLB) | 5.2 | $77M | 1.2M | 61.69 | |
| Laboratory Corp. of America Holdings (LH) | 5.0 | $73M | 408k | 179.53 | |
| Hexcel Corporation (HXL) | 5.0 | $72M | 1.1M | 66.38 | |
| Chipotle Mexican Grill (CMG) | 4.5 | $66M | 154k | 431.37 | |
| Armstrong World Industries (AWI) | 4.2 | $61M | 971k | 63.20 | |
| Axalta Coating Sys (AXTA) | 4.2 | $61M | 2.0M | 30.31 | |
| Analog Devices (ADI) | 3.2 | $46M | 481k | 95.92 | |
| Winnebago Industries (WGO) | 3.1 | $45M | 1.1M | 40.60 | |
| Coca-Cola Company (KO) | 0.4 | $6.2M | 140k | 43.86 | |
| Siem Inds (SEMUF) | 0.1 | $1.3M | 21k | 59.86 | |
| Chevron Corporation (CVX) | 0.0 | $433k | 3.4k | 126.42 | |
| Bank of America Corporation (BAC) | 0.0 | $311k | 11k | 28.23 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $330k | 4.0k | 82.81 | |
| Thor Industries (THO) | 0.0 | $297k | 3.0k | 97.50 |
