Timucuan Asset Management as of March 31, 2020
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 30 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 11.1 | $137M | 102k | 1345.32 | |
| Comcast Corporation (CMCSA) | 8.8 | $109M | 3.2M | 34.38 | |
| Alphabet Inc Class C cs (GOOG) | 8.3 | $102M | 88k | 1162.80 | |
| Progressive Corporation (PGR) | 8.3 | $102M | 1.4M | 73.84 | |
| Berkshire Hathaway (BRK.A) | 8.2 | $101M | 372.00 | 272000.00 | |
| Berkshire Hathaway (BRK.B) | 6.4 | $79M | 431k | 182.83 | |
| Hd Supply | 6.1 | $75M | 2.6M | 28.43 | |
| Analog Devices (ADI) | 5.0 | $62M | 695k | 89.65 | |
| Hexcel Corporation (HXL) | 4.6 | $57M | 1.5M | 37.19 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.5 | $56M | 1.7M | 32.09 | |
| Charles Schwab Corporation (SCHW) | 4.3 | $53M | 1.6M | 33.62 | |
| Tempur-Pedic International (TPX) | 4.2 | $52M | 1.2M | 43.71 | |
| NVR (NVR) | 4.1 | $50M | 20k | 2569.10 | |
| Thor Industries (THO) | 4.1 | $50M | 1.2M | 42.18 | |
| American Express Company (AXP) | 2.8 | $34M | 399k | 85.61 | |
| CarMax (KMX) | 2.7 | $33M | 609k | 53.83 | |
| Dolby Laboratories (DLB) | 2.2 | $27M | 502k | 54.21 | |
| Winnebago Industries (WGO) | 1.3 | $16M | 590k | 27.81 | |
| Moelis & Co (MC) | 1.0 | $12M | 440k | 28.10 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.6 | $7.8M | 392k | 19.89 | |
| Coca-Cola Company (KO) | 0.5 | $6.2M | 140k | 44.25 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $6.0M | 163k | 36.75 | |
| Patrick Industries (PATK) | 0.2 | $2.6M | 94k | 28.16 | |
| Westrock (WRK) | 0.1 | $1.6M | 55k | 28.25 | |
| Ies Hldgs (IESC) | 0.1 | $907k | 51k | 17.65 | |
| Siem Inds (SEMUF) | 0.0 | $445k | 21k | 20.99 | |
| Laboratory Corp. of America Holdings | 0.0 | $404k | 3.2k | 126.25 | |
| Lci Industries (LCII) | 0.0 | $226k | 3.4k | 66.90 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $116k | 10k | 11.60 | |
| Credit Suisse Group | 0.0 | $114k | 14k | 8.12 |
