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| Name: |
TIMUCUAN ASSET MANAGEMENT INC/FL |
| City: |
JACKSONVILLE |
| State: |
FL |
| Zip: |
32202 |
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| Holdings
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26 |
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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 |
|
FND |
Floor & Decor Holdings, Inc. |
1 |
- |
$108.10 |
$229,741,000 |
2,059,351 |
8.03% |
39,703,000 |
-40,512 |
1.648 |
N/A |
|
|
BKNG |
Booking Holdings Inc |
2 |
- |
$3,414.82 |
$224,021,000 |
63,154 |
7.83% |
22,087,000 |
-2,325 |
0.128 |
Internet Software & S... |
|
|
SCHW |
Charles Schwab Corp |
3 |
- |
$73.42 |
$216,229,000 |
3,142,857 |
7.56% |
90,690,000 |
856,172 |
0.175 |
Investment Brokerage ... |
|
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TPX |
Tempur-Pedic International |
4 |
- |
$48.76 |
$207,083,000 |
4,062,846 |
7.24% |
27,970,000 |
-69,902 |
1.983 |
Textile Manufacturing |
|
|
PGR |
Progressive Corp |
5 |
- |
$214.69 |
$198,523,000 |
1,246,374 |
6.94% |
20,980,000 |
-28,165 |
0.213 |
Property & Casualty I... |
|
|
THO |
Thor Industries Inc |
6 |
- |
$99.81 |
$197,652,000 |
1,671,479 |
6.91% |
34,684,000 |
-41,625 |
3.019 |
Recreational Vehicles |
|
|
AXP |
American Express Co |
7 |
- |
$231.04 |
$183,181,000 |
977,802 |
6.4% |
35,084,000 |
-14,873 |
0.121 |
Credit Services |
|
|
ADI |
Analog Devices Inc |
8 |
- |
$183.36 |
$178,551,000 |
899,230 |
6.24% |
18,936,000 |
-12,385 |
0.167 |
Semiconductor- Broad... |
|
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GOOG |
Alphabet Inc |
9 |
- |
$155.72 |
$167,499,000 |
1,188,526 |
5.85% |
-9,986,000 |
-157,585 |
0.02 |
Search Engines & Info... |
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MC |
Moelis & Co |
10 |
- |
$51.65 |
$167,112,000 |
2,977,227 |
5.84% |
29,434,000 |
-73,467 |
4.326 |
N/A |
|
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BRK.A |
Berkshire Hathaway Inc |
11 |
- |
$611,244.00 |
$150,307,000 |
277 |
5.25% |
430,000 |
-5 |
0.004 |
Property & Casualty I... |
|
|
ANET |
Arista Networks, Inc. |
12 |
- |
$246.09 |
$131,762,000 |
559,474 |
4.6% |
25,456,000 |
-18,496 |
0.182 |
Diversified Computer ... |
|
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BRK.B |
Berkshire Hathaway B |
13 |
- |
$405.08 |
$120,261,000 |
337,186 |
4.2% |
607,000 |
-4,389 |
0.024 |
Property & Casualty I... |
|
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AWI |
Armstrong World Industries Inc |
14 |
- |
$113.98 |
$111,324,000 |
1,132,263 |
3.89% |
27,566,000 |
-31,038 |
2.318 |
Home Furnishings & Fi... |
|
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KMX |
CarMax Inc |
15 |
- |
$68.34 |
$111,047,000 |
1,447,058 |
3.88% |
8,736,000 |
552 |
0.808 |
Auto Dealerships |
|
|
NVR |
NVR Inc |
16 |
- |
$7,685.00 |
$103,101,000 |
14,728 |
3.6% |
13,301,000 |
-331 |
0.34 |
Residential Construct... |
|
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BN |
BROOKFIELD Corp |
17 |
- |
$38.99 |
$100,633,000 |
2,508,292 |
3.52% |
19,678,000 |
-80,596 |
0.161 |
N/A |
|
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GOOS |
Canada Goose Holdings Inc |
18 |
- |
$11.42 |
$20,848,000 |
1,759,290 |
0.73% |
-4,943,000 |
0 |
2.975 |
N/A |
|
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BUR |
Burford Capital Ltd |
19 |
- |
$14.67 |
$17,210,000 |
1,103,208 |
0.6% |
1,765,000 |
0 |
0.504 |
N/A |
|
|
LKFN |
Lakeland Financial Corp |
20 |
- |
$61.65 |
$12,195,000 |
187,161 |
0.43% |
3,312,000 |
0 |
0.728 |
Domestic Regional Banks |
|
|
PATK |
Patrick Industries Inc |
21 |
- |
$103.40 |
$8,429,000 |
84,000 |
0.29% |
2,124,000 |
0 |
0.36 |
Building Materials Wh... |
|
|
WGO |
Winnebago Industries Inc |
22 |
- |
$62.54 |
$2,063,000 |
28,300 |
0.07% |
-19,244,000 |
-330,100 |
0.084 |
Recreational Vehicles |
|
|
WRK |
Westrock Co |
23 |
- |
$47.99 |
$1,453,000 |
35,000 |
0.05% |
200,000 |
0 |
0.013 |
N/A |
|
|
LCII |
Lci Industries |
24 |
- |
$106.42 |
$1,360,000 |
10,818 |
0.05% |
90,000 |
0 |
0.039 |
General Building Mate... |
|
|
GOOGL |
Alphabet Inc |
25 |
- |
$154.09 |
$322,000 |
2,304 |
0.01% |
94,000 |
564 |
0 |
Search Engines & Info... |
|
|
BAM |
Brookfield Asset Management... |
26 |
Closed |
$38.32 |
$0 |
0 |
0% |
-21,396,000 |
-641,761 |
0 |
Asset Management |
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