Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BAM -641,761-$21,396
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SCHW +856,172+$90,690
GOOGL +564+$94
KMX +552+$8,736
GOOS UNCH-$4,943
BUR UNCH+$1,765
LKFN UNCH+$3,312
PATK UNCH+$2,124
WRK UNCH+$200
LCII UNCH+$90
NVR -331+$13,301
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
WGO -330,100-$19,244
GOOG -157,585-$9,986
BN -80,596+$19,678
MC -73,467+$29,434
TPX -69,902+$27,970
THO -41,625+$34,684
FND -40,512+$39,703
AWI -31,038+$27,566
PGR -28,165+$20,980
Timucuan Asset Management Inc. FL Info
Size ($ 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

All Stocks Held By Timucuan Asset Management Inc. FL
As of  12/31/2023, we find all stocks held by Timucuan Asset Management Inc. FL to be as follows, presented in the table below with each row detailing each Timucuan Asset Management Inc. FL position, ordered by largest to smallest position size. The all-stocks-held-by-Timucuan Asset Management Inc. FL table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Timucuan Asset Management Inc. FL as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL      $270,568
     BRK.A277-5$150,307
     BRK.B337,186-4,389$120,261
FLOOR AND DECOR HOLDINGS INC 2,059,351 -40,512 $229,741
     FND2,059,351-40,512$229,741
BOOKING HLDGS INC 63,154 -2,325 $224,021
     BKNG63,154-2,325$224,021
CHARLES SCHWAB CORPORATION 3,142,857 +856,172 $216,229
     SCHW3,142,857+856,172$216,229
TEMPUR SEALY INTL INC COM 4,062,846 -69,902 $207,083
     TPX4,062,846-69,902$207,083
PROGRESSIVE CORPORATION 1,246,374 -28,165 $198,523
     PGR1,246,374-28,165$198,523
THOR INDS INC COM 1,671,479 -41,625 $197,652
     THO1,671,479-41,625$197,652
AMERICAN EXPRESS CO COM 977,802 -14,873 $183,181
     AXP977,802-14,873$183,181
ANALOG DEVICES INC 899,230 -12,385 $178,551
     ADI899,230-12,385$178,551
ALPHABET INC 1,188,526 -157,585 $167,499
     GOOG1,188,526-157,585$167,499
MOELIS AND COMPANY 2,977,227 -73,467 $167,112
     MC2,977,227-73,467$167,112
ARISTA NETWORKS INC 559,474 -18,496 $131,762
     ANET559,474-18,496$131,762
ARMSTRONG WORLD INDUSTRIES INC 1,132,263 -31,038 $111,324
     AWI1,132,263-31,038$111,324
CARMAX INC 1,447,058 +552 $111,047
     KMX1,447,058+552$111,047
NVR INC 14,728 -331 $103,101
     NVR14,728-331$103,101
BROOKFIELD CORP 2,508,292 -80,596 $100,633
     BN2,508,292-80,596$100,633
CANADA GOOSE HOLDINGS INC 1,759,290 UNCH $20,848
     GOOS1,759,290UNCH$20,848
BURFORD CAPITAL LTD 1,103,208 UNCH $17,210
     BUR1,103,208UNCH$17,210
LAKELAND FINANCIAL CORPORATION 187,161 UNCH $12,195
     LKFN187,161UNCH$12,195
PATRICK INDUSTRIES INC 84,000 UNCH $8,429
     PATK84,000UNCH$8,429
WINNEBAGO INDUSTRIES INC 28,300 -330,100 $2,063
     WGO28,300-330,100$2,063
WESTROCK COMPANY 35,000 UNCH $1,453
     WRK35,000UNCH$1,453
LCI INDUSTRIES 10,818 UNCH $1,360
     LCII10,818UNCH$1,360
ALPHABET INC CAP STK CL A GOO 2,304 +564 $322
     GOOGL2,304+564$322
BROOKFIELD ASSET MANAGEMENT LT 0 -641,761 $0 (exited)
     BAM0-641,761$0

See Summary: Timucuan Asset Management Inc. FL Top Holdings
See Details: Top 10 Stocks Held By Timucuan Asset Management Inc. FL

All Stocks Held By Timucuan Asset Management Inc. FL | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.