$1.71 Billion is the total value of TIMUCUAN ASSET MANAGEMENT INC/FL's 30 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WGO | WINNEBAGO INDUSTRIES INC | $24,027,000 | -22.4% | 465,000 | 0.0% | 1.40% | -30.1% | |
| GOOS | CANADA GOOSE HOLDINGS INC | $12,685,000 | +38.8% | 394,300 | 0.0% | 0.74% | +25.2% | |
| KO | COCA COLA COM | $6,919,000 | +10.5% | 140,138 | 0.0% | 0.40% | -0.2% | |
| PATK | PATRICK INDUSTRIES INC | $5,407,000 | -6.1% | 94,000 | 0.0% | 0.32% | -15.3% | |
| WRK | WESTROCK COMPANY | $1,911,000 | +23.0% | 55,000 | 0.0% | 0.11% | +9.9% | |
| LCII | LCI INDUSTRIES | $535,000 | -7.4% | 5,029 | 0.0% | 0.03% | -16.2% | |
| SEMUF | SIEM INDUSTRIES INC | $404,000 | +5.8% | 21,200 | 0.0% | 0.02% | -4.0% | |
| CS | CREDIT SUISSE GROUP | $140,000 | -3.4% | 14,037 | 0.0% | 0.01% | -11.1% | |
| OXY | OCCIDENTAL PETROLEUM CORP | $100,000 | -45.4% | 10,000 | 0.0% | 0.01% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | 42 | Q3 2023 | 10.5% |
| TEMPUR SEALY INTL INC COM | 42 | Q3 2023 | 9.4% |
| BERKSHIRE HATHAWAY INC DEL CL | 42 | Q3 2023 | 7.2% |
| THOR INDUSTRIES | 40 | Q3 2023 | 7.3% |
| COCA COLA COM | 40 | Q1 2023 | 1.2% |
| SIEM INDUSTRIES INC | 38 | Q3 2022 | 0.5% |
| COMCAST CORP NEW CL A | 30 | Q1 2023 | 8.8% |
| LABORATORY CORP AMER HLDGS COM | 28 | Q1 2020 | 8.1% |
| DOLBY LABORATORIES INC COM | 28 | Q1 2020 | 6.2% |
| HEXCEL CORPORATION | 24 | Q3 2021 | 10.7% |
View TIMUCUAN ASSET MANAGEMENT INC/FL's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMBASSADORS GROUP INC | January 30, 2012 | ? | ? |
View TIMUCUAN ASSET MANAGEMENT INC/FL's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-10 |
View TIMUCUAN ASSET MANAGEMENT INC/FL's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.