Timucuan Asset Management

Timucuan Asset Management as of Dec. 31, 2019

Portfolio Holdings for Timucuan Asset Management

Timucuan Asset Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Booking Holdings (BKNG) 10.8 $209M 102k 2053.73
Comcast Corporation (CMCSA) 7.3 $141M 3.1M 44.97
Hd Supply 6.8 $132M 3.3M 40.22
Berkshire Hathaway (BRK.A) 6.6 $127M 373.00 339589.81
Us Foods Hldg Corp call (USFD) 6.4 $123M 2.9M 41.89
Analog Devices (ADI) 6.3 $121M 1.0M 118.84
Alphabet Inc Class C cs (GOOG) 6.2 $119M 89k 1337.02
Tempur-Pedic International (TPX) 5.5 $105M 1.2M 87.06
Berkshire Hathaway (BRK.B) 5.0 $97M 429k 226.50
Floor & Decor Hldgs Inc cl a (FND) 4.9 $95M 1.9M 50.81
NVR (NVR) 4.8 $93M 24k 3808.40
Dolby Laboratories (DLB) 4.7 $90M 1.3M 68.80
Thor Industries (THO) 4.0 $78M 1.0M 74.29
Hexcel Corporation (HXL) 4.0 $77M 1.1M 73.31
Delta Air Lines (DAL) 3.7 $72M 1.2M 58.48
Progressive Corporation (PGR) 3.5 $66M 917k 72.39
Laboratory Corp. of America Holdings 2.6 $50M 296k 169.17
Axalta Coating Sys (AXTA) 2.2 $42M 1.4M 30.40
Winnebago Industries (WGO) 2.1 $40M 763k 52.98
Gildan Activewear Inc Com Cad (GIL) 0.8 $15M 490k 29.53
Moelis & Co (MC) 0.6 $11M 350k 31.92
Coca-Cola Company (KO) 0.4 $7.8M 140k 55.35
Lakeland Financial Corporation (LKFN) 0.4 $7.6M 155k 48.93
Patrick Industries (PATK) 0.2 $4.4M 84k 52.43
Westrock (WRK) 0.1 $2.4M 55k 42.91
Ies Hldgs (IESC) 0.1 $1.3M 51k 25.66
Siem Inds (SEMUF) 0.0 $784k 21k 36.98
Lci Industries (LCII) 0.0 $362k 3.4k 107.16
Credit Suisse Group 0.0 $189k 14k 13.46