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| Name: |
TIMUCUAN ASSET MANAGEMENT INC/FL |
| City: |
JACKSONVILLE |
| State: |
FL |
| Zip: |
32202 |
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| Holdings
Found :
12 |
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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 |
|
SCHW |
Charles Schwab Corp |
2 |
- |
$73.25 |
$234,548,000 |
3,242,300 |
7.92% |
18,319,000 |
99,443 |
0.18 |
Investment Brokerage ... |
|
|
TPX |
Tempur-Pedic International |
3 |
- |
$48.33 |
$233,616,000 |
4,111,502 |
7.89% |
26,533,000 |
48,656 |
2.007 |
Textile Manufacturing |
|
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BKNG |
Booking Holdings Inc |
4 |
- |
$3,859.10 |
$230,743,000 |
63,603 |
7.79% |
6,722,000 |
449 |
0.129 |
Internet Software & S... |
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AXP |
American Express Co |
6 |
- |
$224.82 |
$226,233,000 |
993,600 |
7.64% |
43,052,000 |
15,798 |
0.123 |
Credit Services |
|
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THO |
Thor Industries Inc |
7 |
- |
$99.81 |
$201,166,000 |
1,714,389 |
6.79% |
3,514,000 |
42,910 |
3.096 |
Recreational Vehicles |
|
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ADI |
Analog Devices Inc |
8 |
- |
$231.19 |
$184,480,000 |
932,705 |
6.23% |
5,929,000 |
33,475 |
0.174 |
Semiconductor- Broad... |
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MC |
Moelis & Co |
9 |
- |
$52.41 |
$171,879,000 |
3,027,630 |
5.8% |
4,767,000 |
50,403 |
4.129 |
N/A |
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AWI |
Armstrong World Industries Inc |
10 |
- |
$112.93 |
$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 |
- |
$405.54 |
$142,561,000 |
339,010 |
4.81% |
22,300,000 |
1,824 |
0.024 |
Property & Casualty I... |
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KMX |
CarMax Inc |
13 |
- |
$69.91 |
$135,121,000 |
1,551,152 |
4.56% |
24,074,000 |
104,094 |
0.866 |
Auto Dealerships |
|
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NVR |
NVR Inc |
16 |
- |
$7,602.33 |
$120,921,000 |
14,929 |
4.08% |
17,820,000 |
201 |
0.344 |
Residential Construct... |
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LKFN |
Lakeland Financial Corp |
19 |
- |
$59.98 |
$12,456,000 |
187,811 |
0.42% |
261,000 |
650 |
0.73 |
Domestic Regional Banks |
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