Timucuan Asset Management as of March 31, 2019
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 11.8 | $178M | 102k | 1744.91 | |
| Comcast Corporation (CMCSA) | 8.5 | $128M | 3.2M | 39.98 | |
| Berkshire Hathaway (BRK.A) | 7.8 | $117M | 388.00 | 301213.92 | |
| Floor & Decor Hldgs Inc cl a (FND) | 7.3 | $109M | 2.6M | 41.22 | |
| Hd Supply | 7.1 | $106M | 2.4M | 43.35 | |
| Us Foods Hldg Corp call (USFD) | 6.6 | $98M | 2.8M | 34.91 | |
| Alphabet Inc Class C cs (GOOG) | 6.5 | $98M | 84k | 1173.31 | |
| Analog Devices (ADI) | 5.8 | $86M | 821k | 105.27 | |
| Tempur-Pedic International (TPX) | 5.7 | $86M | 1.5M | 57.67 | |
| Berkshire Hathaway (BRK.B) | 5.5 | $83M | 413k | 200.89 | |
| Dolby Laboratories (DLB) | 5.3 | $80M | 1.3M | 62.97 | |
| NVR (NVR) | 4.8 | $72M | 26k | 2767.00 | |
| Hexcel Corporation (HXL) | 4.7 | $70M | 1.0M | 69.16 | |
| Axalta Coating Sys (AXTA) | 3.2 | $48M | 1.9M | 25.21 | |
| Laboratory Corp. of America Holdings | 2.9 | $44M | 286k | 152.98 | |
| Armstrong World Industries (AWI) | 2.6 | $39M | 493k | 79.42 | |
| Winnebago Industries (WGO) | 2.2 | $33M | 1.1M | 31.15 | |
| Coca-Cola Company (KO) | 0.4 | $6.6M | 140k | 46.86 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $6.5M | 145k | 45.22 | |
| Patrick Industries (PATK) | 0.2 | $3.4M | 74k | 45.32 | |
| Dollar General (DG) | 0.1 | $2.1M | 18k | 119.29 | |
| Westrock (WRK) | 0.1 | $2.1M | 55k | 38.35 | |
| Ies Hldgs (IESC) | 0.1 | $1.2M | 67k | 17.76 | |
| Siem Inds (SEMUF) | 0.1 | $1.1M | 21k | 50.09 | |
| Bank of America Corporation (BAC) | 0.0 | $304k | 11k | 27.60 | |
| Credit Suisse Group | 0.0 | $164k | 14k | 11.68 | |
| Daseke | 0.0 | $153k | 30k | 5.10 |
