HoldingsChannel.com
Timucuan Asset Management Inc. FL Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL      $180,031
     BRK.A372-1$101,184
     BRK.B431,259+2,448$78,847
BOOKING HLDGS INC 101,772 -19 $136,916
     BKNG101,772-19$136,916
COMCAST CORP NEW CL A 3,156,490 +19,181 $108,520
     CMCSA3,156,490+19,181$108,520
ALPHABET INC 87,995 -717 $102,321
     GOOG87,995-717$102,321
PROGRESSIVE CORPORATION 1,383,880 +466,541 $102,186
     PGR1,383,880+466,541$102,186
HD SUPPLY HOLDINGS INC 2,632,118 -640,371 $74,831
     HDS2,632,118-640,371$74,831
ANALOG DEVICES INC 694,965 -319,992 $62,304
     ADI694,965-319,992$62,304
HEXCEL CORPORATION 1,525,487 +469,272 $56,733
     HXL1,525,487+469,272$56,733
FLOOR AND DECOR HOLDINGS INC 1,741,270 -127,091 $55,877
     FND1,741,270-127,091$55,877
CHARLES SCHWAB CORPORATION 1,574,339 +1,574,339 $52,929
     SCHW1,574,339+1,574,339$52,929
TEMPUR SEALY INTL INC COM 1,192,832 -15,003 $52,139
     TPX1,192,832-15,003$52,139
NVR INC 19,531 -4,837 $50,177
     NVR19,531-4,837$50,177
THOR INDS INC COM 1,189,345 +142,957 $50,167
     THO1,189,345+142,957$50,167
AMERICAN EXPRESS CO COM 398,591 +398,591 $34,123
     AXP398,591+398,591$34,123
CARMAX INC 608,604 +608,604 $32,761
     KMX608,604+608,604$32,761
DOLBY LABORATORIES INC COM 502,293 -808,860 $27,229
     DLB502,293-808,860$27,229
WINNEBAGO INDUSTRIES INC 590,000 -172,519 $16,408
     WGO590,000-172,519$16,408
MOELIS AND COMPANY 439,900 +89,900 $12,361
     MC439,900+89,900$12,361
CANADA GOOSE HOLDINGS INC 392,300 +392,300 $7,803
     GOOS392,300+392,300$7,803
COCA COLA COM 140,138 -88 $6,201
     KO140,138-88$6,201
LAKELAND FINANCIAL CORPORATION 162,891 +7,650 $5,986
     LKFN162,891+7,650$5,986
PATRICK INDUSTRIES INC 94,000 +10,000 $2,647
     PATK94,000+10,000$2,647
WESTROCK COMPANY 55,000 UNCH $1,554
     WRK55,000UNCH$1,554
IES HOLDINGS INC 51,400 UNCH $907
     IESC51,400UNCH$907
SIEM INDUSTRIES INC 21,200 UNCH $445
     COM21,200UNCH$445
LABORATORY CORP AMER HLDGS COM 3,200 -292,877 $404
     LH3,200-292,877$404
LCI INDUSTRIES 3,378 UNCH $226
     LCII3,378UNCH$226
OCCIDENTAL PETROLEUM CORP 10,000 +10,000 $116
     OXY10,000+10,000$116

See Full List: All Stocks Held By Timucuan Asset Management Inc. FL
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Timucuan Asset Management Inc. FL

Size ($ in 1000's)
At 03/31/2020: $1,234,416
At 12/31/2019: $1,927,144

Timucuan Asset Management Inc. FL holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Timucuan Asset Management Inc. FL 13F filings. Link to 13F filings: SEC filings

Timucuan Asset Management Inc. FL Top Holdings 13F Filings | www.HoldingsChannel.com

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