Timucuan Asset Management

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 (LH) 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 (DSKE) 0.0 $153k 30k 5.10