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Size ($ in 1000's)
At 12/31/2023: $2,861,907
At 09/30/2023: $2,494,549
Timucuan Asset Management Inc. FL holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Timucuan Asset Management Inc. FL 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Timucuan Asset Management Inc. FL top holdings by largest position size, as per the latest 13f filing made by Timucuan Asset Management Inc. FL.
In the Timucuan Asset Management Inc. FL-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Timucuan Asset Management Inc. FL in that top holding, then the share count change between reporting periods, and finally the Timucuan Asset Management Inc. FL top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL CL |
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$270,568 | | BRK.A | 277 | -5 | $150,307 | | BRK.B | 337,186 | -4,389 | $120,261 | | FLOOR AND DECOR HOLDINGS INC |
2,059,351 |
-40,512 |
$229,741 | | FND | 2,059,351 | -40,512 | $229,741 | | BOOKING HLDGS INC |
63,154 |
-2,325 |
$224,021 | | BKNG | 63,154 | -2,325 | $224,021 | | CHARLES SCHWAB CORPORATION |
3,142,857 |
+856,172 |
$216,229 | | SCHW | 3,142,857 | +856,172 | $216,229 | | TEMPUR SEALY INTL INC COM |
4,062,846 |
-69,902 |
$207,083 | | TPX | 4,062,846 | -69,902 | $207,083 | | PROGRESSIVE CORPORATION |
1,246,374 |
-28,165 |
$198,523 | | PGR | 1,246,374 | -28,165 | $198,523 | | THOR INDS INC COM |
1,671,479 |
-41,625 |
$197,652 | | THO | 1,671,479 | -41,625 | $197,652 | | AMERICAN EXPRESS CO COM |
977,802 |
-14,873 |
$183,181 | | AXP | 977,802 | -14,873 | $183,181 | | ANALOG DEVICES INC |
899,230 |
-12,385 |
$178,551 | | ADI | 899,230 | -12,385 | $178,551 | | ALPHABET INC |
1,188,526 |
-157,585 |
$167,499 | | GOOG | 1,188,526 | -157,585 | $167,499 | | MOELIS AND COMPANY |
2,977,227 |
-73,467 |
$167,112 | | MC | 2,977,227 | -73,467 | $167,112 | | ARISTA NETWORKS INC |
559,474 |
-18,496 |
$131,762 | | ANET | 559,474 | -18,496 | $131,762 | | ARMSTRONG WORLD INDUSTRIES INC |
1,132,263 |
-31,038 |
$111,324 | | AWI | 1,132,263 | -31,038 | $111,324 | | CARMAX INC |
1,447,058 |
+552 |
$111,047 | | KMX | 1,447,058 | +552 | $111,047 | | NVR INC |
14,728 |
-331 |
$103,101 | | NVR | 14,728 | -331 | $103,101 | | BROOKFIELD CORP |
2,508,292 |
-80,596 |
$100,633 | | BN | 2,508,292 | -80,596 | $100,633 | | CANADA GOOSE HOLDINGS INC |
1,759,290 |
UNCH |
$20,848 | | GOOS | 1,759,290 | UNCH | $20,848 | | BURFORD CAPITAL LTD |
1,103,208 |
UNCH |
$17,210 | | BUR | 1,103,208 | UNCH | $17,210 | | LAKELAND FINANCIAL CORPORATION |
187,161 |
UNCH |
$12,195 | | LKFN | 187,161 | UNCH | $12,195 | | PATRICK INDUSTRIES INC |
84,000 |
UNCH |
$8,429 | | PATK | 84,000 | UNCH | $8,429 | | WINNEBAGO INDUSTRIES INC |
28,300 |
-330,100 |
$2,063 | | WGO | 28,300 | -330,100 | $2,063 | | WESTROCK COMPANY |
35,000 |
UNCH |
$1,453 | | WRK | 35,000 | UNCH | $1,453 | | LCI INDUSTRIES |
10,818 |
UNCH |
$1,360 | | LCII | 10,818 | UNCH | $1,360 |
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
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