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| Name: |
TIMUCUAN ASSET MANAGEMENT INC/FL |
| City: |
JACKSONVILLE |
| State: |
FL |
| Zip: |
32202 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PGR |
Progressive Corp |
1 |
- |
$203.91 |
$256,519,000 |
1,240,299 |
8.66% |
57,996,000 |
-6,075 |
0.212 |
Property & Casualty I... |
|
|
SCHW |
Charles Schwab Corp |
2 |
- |
$72.27 |
$234,548,000 |
3,242,300 |
7.92% |
18,319,000 |
99,443 |
0.18 |
Investment Brokerage ... |
|
|
TPX |
Tempur-Pedic International |
3 |
- |
$49.85 |
$233,616,000 |
4,111,502 |
7.89% |
26,533,000 |
48,656 |
2.007 |
Textile Manufacturing |
|
|
BKNG |
Booking Holdings Inc |
4 |
- |
$3,795.35 |
$230,743,000 |
63,603 |
7.79% |
6,722,000 |
449 |
0.129 |
Internet Software & S... |
|
|
FND |
Floor & Decor Holdings, Inc. |
5 |
- |
$114.04 |
$227,048,000 |
1,751,647 |
7.66% |
-2,693,000 |
-307,704 |
1.315 |
N/A |
|
|
AXP |
American Express Co |
6 |
- |
$238.18 |
$226,233,000 |
993,600 |
7.64% |
43,052,000 |
15,798 |
0.123 |
Credit Services |
|
|
THO |
Thor Industries Inc |
7 |
- |
$99.81 |
$201,166,000 |
1,714,389 |
6.79% |
3,514,000 |
42,910 |
3.096 |
Recreational Vehicles |
|
|
ADI |
Analog Devices Inc |
8 |
- |
$232.51 |
$184,480,000 |
932,705 |
6.23% |
5,929,000 |
33,475 |
0.174 |
Semiconductor- Broad... |
|
|
MC |
Moelis & Co |
9 |
- |
$57.88 |
$171,879,000 |
3,027,630 |
5.8% |
4,767,000 |
50,403 |
4.129 |
N/A |
|
|
AWI |
Armstrong World Industries Inc |
10 |
- |
$116.75 |
$143,444,000 |
1,154,760 |
4.84% |
32,120,000 |
22,497 |
2.364 |
Home Furnishings & Fi... |
|
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BRK.B |
Berkshire Hathaway B |
11 |
- |
$407.41 |
$142,561,000 |
339,010 |
4.81% |
22,300,000 |
1,824 |
0.024 |
Property & Casualty I... |
|
|
BRK.A |
Berkshire Hathaway Inc |
12 |
- |
$615,900.00 |
$140,211,000 |
221 |
4.73% |
-10,096,000 |
-56 |
0.003 |
Property & Casualty I... |
|
|
KMX |
CarMax Inc |
13 |
- |
$69.88 |
$135,121,000 |
1,551,152 |
4.56% |
24,074,000 |
104,094 |
0.866 |
Auto Dealerships |
|
|
ANET |
Arista Networks, Inc. |
14 |
- |
$306.55 |
$127,751,000 |
440,551 |
4.31% |
-4,011,000 |
-118,923 |
0.143 |
Diversified Computer ... |
|
|
GOOG |
Alphabet Inc |
15 |
- |
$176.33 |
$121,447,000 |
797,630 |
4.1% |
-46,052,000 |
-390,896 |
0.013 |
Search Engines & Info... |
|
|
NVR |
NVR Inc |
16 |
- |
$7,416.32 |
$120,921,000 |
14,929 |
4.08% |
17,820,000 |
201 |
0.344 |
Residential Construct... |
|
|
GOOS |
Canada Goose Holdings Inc |
17 |
- |
$13.98 |
$21,217,000 |
1,759,290 |
0.72% |
369,000 |
0 |
2.975 |
N/A |
|
|
BUR |
Burford Capital Ltd |
18 |
- |
$14.25 |
$17,618,000 |
1,103,208 |
0.59% |
408,000 |
0 |
0.504 |
N/A |
|
|
LKFN |
Lakeland Financial Corp |
19 |
- |
$61.08 |
$12,456,000 |
187,811 |
0.42% |
261,000 |
650 |
0.73 |
Domestic Regional Banks |
|
|
PATK |
Patrick Industries Inc |
20 |
- |
$112.99 |
$10,035,000 |
84,000 |
0.34% |
1,606,000 |
0 |
0.36 |
Building Materials Wh... |
|
|
WRK |
Westrock Co |
21 |
- |
$54.13 |
$1,731,000 |
35,000 |
0.06% |
278,000 |
0 |
0.013 |
N/A |
|
|
LCII |
Lci Industries |
22 |
- |
$107.15 |
$1,331,000 |
10,818 |
0.04% |
-29,000 |
0 |
0.039 |
General Building Mate... |
|
|
GOOGL |
Alphabet Inc |
23 |
- |
$174.99 |
$273,000 |
1,809 |
0.01% |
-49,000 |
-495 |
0 |
Search Engines & Info... |
|
|
BN |
BROOKFIELD Corp |
25 |
Closed |
$44.78 |
$0 |
0 |
0% |
-100,633,000 |
-2,508,292 |
0 |
N/A |
|
|
WGO |
Winnebago Industries Inc |
24 |
Closed |
$62.54 |
$0 |
0 |
0% |
-2,063,000 |
-28,300 |
0 |
Recreational Vehicles |
|
