HoldingsChannel.com
Timucuan Asset Management Inc. FL Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL      $206,845
     BRK.A375UNCH$116,937
     BRK.B432,207+1,975$89,908
BOOKING HLDGS INC 104,232 -731 $204,567
     BKNG104,232-731$204,567
COMCAST CORP NEW CL A 3,159,741 -13,808 $142,441
     CMCSA3,159,741-13,808$142,441
HD SUPPLY HOLDINGS INC 3,359,531 +15,869 $131,610
     HDS3,359,531+15,869$131,610
US FOODS HOLDING CORPORATION 2,932,587 -4,530 $120,529
     USFD2,932,587-4,530$120,529
ANALOG DEVICES INC 1,013,211 -648 $113,206
     ADI1,013,211-648$113,206
TEMPUR SEALY INTL INC COM 1,440,349 -11,366 $111,195
     TPX1,440,349-11,366$111,195
ALPHABET INC 88,914 +156 $108,386
     GOOG88,914+156$108,386
NVR INC 26,147 -39 $97,198
     NVR26,147-39$97,198
FLOOR AND DECOR HOLDINGS INC 1,870,668 -909,101 $95,685
     FND1,870,668-909,101$95,685
HEXCEL CORPORATION 1,056,612 -10,076 $86,780
     HXL1,056,612-10,076$86,780
DOLBY LABORATORIES INC COM 1,306,736 +8,769 $84,467
     DLB1,306,736+8,769$84,467
DELTA AIR LINES 1,224,720 +27,856 $70,544
     DAL1,224,720+27,856$70,544
THOR INDS INC COM 1,045,586 +457,249 $59,222
     THO1,045,586+457,249$59,222
LABORATORY CORP AMER HLDGS COM 323,190 -23,710 $54,296
     LH323,190-23,710$54,296
AXALTA COATING SYSTEMS LTD 1,799,688 -47,529 $54,261
     AXTA1,799,688-47,529$54,261
WINNEBAGO INDUSTRIES INC 862,519 -50,000 $33,078
     WGO862,519-50,000$33,078
MOELIS AND COMPANY 350,000 UNCH $11,498
     MC350,000UNCH$11,498
COCA COLA COM 140,226 UNCH $7,634
     KO140,226UNCH$7,634
LAKELAND FINANCIAL CORPORATION 155,241 +10,650 $6,827
     LKFN155,241+10,650$6,827
PATRICK INDUSTRIES INC 84,000 +10,000 $3,602
     PATK84,000+10,000$3,602
WESTROCK COMPANY 55,000 UNCH $2,005
     WRK55,000UNCH$2,005
IES HOLDINGS INC 51,400 -15,700 $1,058
     IESC51,400-15,700$1,058
SIEM INDUSTRIES INC 21,200 UNCH $859
     COM21,200UNCH$859
BANK OF AMERICA CORPORATION CO 11,015 UNCH $321
     BAC11,015UNCH$321
LCI INDUSTRIES 3,378 UNCH $310
     LCII3,378UNCH$310

See Full List: All Stocks Held By Timucuan Asset Management Inc. FL
Including:
     • 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 09/30/2019: $1,808,595
At 06/30/2019: $1,760,931

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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