News + Filings Holdings
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TIMUCUAN ASSET MANAGEMENT INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Floor & Decor Holdings, Inc.
| FND | COM | 2,101,628 | -27,526 | 218,485,247,000 | 9,359,766,000 | 8.59 | 1.98 |
Hist
| 06/30/2023 |
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Booking Holdings Inc.
| BKNG | COMMON STOCK | 66,361 | -1,858 | 179,196,380,000 | -1,748,754,000 | 7.04 | 0.18 |
Hist
| 06/30/2023 |
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THOR INDUSTRIES INC
| THO | Common | 1,725,806 | -19,554 | 178,620,899,000 | 39,620,426,000 | 7.02 | 3.22 |
Hist
| 06/30/2023 |
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ANALOG DEVICES INC
| ADI | Common | 916,476 | -12,768 | 178,538,663,000 | -4,726,901,000 | 7.02 | 0.18 |
Hist
| 06/30/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 993,287 | 118,925 | 173,030,533,000 | 28,804,565,000 | 6.80 | |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 4,205,325 | -54,806 | 168,507,368,000 | 274,815,000 | 6.62 | 2.44 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 1,355,258 | -25,893 | 163,945,529,000 | 20,305,792,000 | 6.44 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 282 | -67 | 146,022,420,000 | -16,471,980,000 | 5.74 | 0.00 |
Hist
| 06/30/2023 |
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Moelis & Co
| MC | CL A | 3,068,706 | 478,338 | 139,135,113,000 | 39,561,356,000 | 5.47 | 4.47 |
Hist
| 06/30/2023 |
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SCHWAB CHARLES CORP
| SCHW | Common | 2,298,555 | 145,689 | 130,282,126,000 | 17,515,001,000 | 5.12 | 0.13 |
Hist
| 06/30/2023 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 964,764 | -6,190 | 127,705,794,000 | -11,198,911,000 | 5.02 | 0.16 |
Hist
| 06/30/2023 |
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NVR INC
| NVR | Common | 20,029 | -512 | 127,195,507,000 | 12,736,071,000 | 5.00 | |
Hist
| 06/30/2023 |
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CARMAX INC
| KMX | Common | 1,426,295 | -2,809 | 119,380,901,000 | 27,518,119,000 | 4.69 | 0.90 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 350,021 | -4,167 | 119,357,284,000 | 9,994,532,000 | 4.69 | 0.03 |
Hist
| 06/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 580,824 | -5,550 | 94,128,266,000 | -4,300,487,000 | 3.70 | |
Hist
| 06/30/2023 |
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ARMSTRONG WORLD INDUSTRIES INC
| AWI | Common | 1,167,291 | -9,328 | 85,749,230,000 | 1,926,897,000 | 3.37 | |
Hist
| 06/30/2023 |
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WINNEBAGO INDUSTRIES INC
| WGO | Common | 443,400 | 85,328 | 29,570,346,000 | 8,909,592,000 | 1.16 | 1.45 |
Hist
| 06/30/2023 |
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Canada Goose Holdings Inc.
| GOOS | Common | 1,452,507 | 79,422 | 25,854,625,000 | -577,261,000 | 1.02 | 1.39 |
Hist
| 06/30/2023 |
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Brookfield Asset Management Ltd.
| BAM | Common | 648,654 | -5,170 | 21,165,567,000 | -227,554,000 | 0.83 | |
Hist
| 06/30/2023 |
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Burford Capital Ltd
| BUR | Common | 1,103,208 | 0 | 13,437,073,000 | 1,235,593,000 | 0.53 | 0.50 |
Hist
| 06/30/2023 |
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LAKELAND FINANCIAL CORP
| LKFN | COMMON | 176,511 | 10,000 | 8,564,314,000 | -1,865,935,000 | 0.34 | 0.69 |
Hist
| 06/30/2023 |
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PATRICK INDUSTRIES INC
| PATK | Common | 84,000 | 0 | 6,720,000,000 | 939,960,000 | 0.26 | 0.38 |
Hist
| 06/30/2023 |
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LCI INDUSTRIES
| LCII | Common | 10,818 | 0 | 1,366,962,000 | 178,388,000 | 0.05 | 0.04 |
Hist
| 06/30/2023 |
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WestRock Co
| WRK | COM | 35,000 | 0 | 1,017,450,000 | -49,000,000 | 0.04 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 1,740 | -280 | 208,278,000 | -1,257,000 | 0.01 | |
Hist
| 06/30/2023 |
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CLARIVATE Plc
| CLVT | Common | 11,057 | 0 | 105,373,000 | 1,548,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DoubleVerify Holdings, Inc.
| DV | COM | 0 | -438,783 | 0 | -13,229,307,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 0 | -139,736 | 0 | -8,667,824,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COMCAST CORP
| CMCSA | Common | 0 | -70,406 | 0 | -2,669,073,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CREDIT SUISSE GROUP AG
| CS | Common | 0 | -14,037 | 0 | -12,490,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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