Timucuan Asset Management as of Dec. 31, 2018
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 9.3 | $131M | 76k | 1722.42 | |
| Berkshire Hathaway (BRK.A) | 8.4 | $119M | 388.00 | 306000.00 | |
| Comcast Corporation (CMCSA) | 7.7 | $109M | 3.2M | 34.05 | |
| Dollar General (DG) | 6.9 | $98M | 906k | 108.08 | |
| Us Foods Hldg Corp call (USFD) | 6.3 | $89M | 2.8M | 31.64 | |
| Hd Supply | 6.0 | $85M | 2.3M | 37.52 | |
| Alphabet Inc Class C cs (GOOG) | 6.0 | $84M | 81k | 1035.61 | |
| Berkshire Hathaway (BRK.B) | 5.9 | $83M | 406k | 204.18 | |
| Dolby Laboratories (DLB) | 5.5 | $78M | 1.3M | 61.84 | |
| Analog Devices (ADI) | 4.9 | $69M | 803k | 85.83 | |
| Tempur-Pedic International (TPX) | 4.8 | $68M | 1.7M | 41.40 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.8 | $67M | 2.6M | 25.90 | |
| Chipotle Mexican Grill (CMG) | 4.7 | $66M | 152k | 431.79 | |
| NVR (NVR) | 4.4 | $63M | 26k | 2437.01 | |
| Hexcel Corporation (HXL) | 4.1 | $58M | 1.0M | 57.34 | |
| Axalta Coating Sys (AXTA) | 3.2 | $45M | 1.9M | 23.42 | |
| Laboratory Corp. of America Holdings | 2.5 | $36M | 284k | 126.36 | |
| Armstrong World Industries (AWI) | 2.0 | $29M | 495k | 58.21 | |
| Winnebago Industries (WGO) | 1.9 | $27M | 1.1M | 24.21 | |
| Coca-Cola Company (KO) | 0.5 | $6.6M | 140k | 47.35 | |
| Siem Inds (SEMUF) | 0.1 | $1.1M | 21k | 50.00 | |
| Bank of America Corporation (BAC) | 0.0 | $271k | 11k | 24.60 | |
| Patrick Industries (PATK) | 0.0 | $296k | 10k | 29.60 | |
| Credit Suisse Group | 0.0 | $152k | 14k | 10.83 |
