106 is the total number of securities TIMUCUAN ASSET MANAGEMENT INC/FL has owned. The longest TIMUCUAN ASSET MANAGEMENT INC/FL has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BRKA | BERKSHIRE HATHAWAY INC... | 42 | 42 | 5.74% | 7.85% | 10.48% | Q2 2013 | Q3 2023 | 42 |
| TPX | TEMPUR SEALY INTL INC COM | 42 | 42 | 3.93% | 6.34% | 9.41% | Q2 2013 | Q3 2023 | 42 |
| BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 4.41% | 5.53% | 7.22% | Q2 2013 | Q3 2023 | 42 |
| THO | THOR INDUSTRIES | 22 | 18 | 0.01% | 2.32% | 7.31% | Q2 2013 | Q3 2023 | 40 |
| KO | COCA COLA COM | 40 | 40 | 0.28% | 0.61% | 1.16% | Q2 2013 | Q1 2023 | 40 |
| SEMUF | SIEM INDUSTRIES INC | 38 | 38 | 0.01% | 0.16% | 0.53% | Q2 2013 | Q3 2022 | 38 |
| CMCSA | COMCAST CORP NEW CL A | 30 | 30 | 0.11% | 6.99% | 8.79% | Q4 2015 | Q1 2023 | 30 |
| LH | LABORATORY CORP AMER H... | 28 | 28 | 0.03% | 4.66% | 8.11% | Q2 2013 | Q1 2020 | 28 |
| DLB | DOLBY LABORATORIES INC... | 28 | 28 | 2.21% | 3.83% | 6.23% | Q2 2013 | Q1 2020 | 28 |
| HXL | HEXCEL CORPORATION | 24 | 24 | 3.40% | 5.86% | 10.73% | Q4 2015 | Q3 2021 | 24 |
| WGO | WINNEBAGO INDUSTRIES INC | 24 | 24 | 0.22% | 1.55% | 5.37% | Q4 2017 | Q3 2023 | 24 |
| BKNG | BOOKING HOLDINGS INC | 23 | 23 | 4.28% | 7.66% | 12.44% | Q1 2018 | Q3 2023 | 23 |
| GOOG | ALPHABET INC | 23 | 23 | 5.19% | 6.39% | 8.29% | Q1 2018 | Q3 2023 | 23 |
| ADI | ANALOG DEVICES INC | 22 | 22 | 3.16% | 5.51% | 7.67% | Q2 2018 | Q3 2023 | 22 |
| CS | CREDIT SUISSE GROUP | 18 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 22 |
| AWI | ARMSTRONG WORLD INDUST... | 13 | 8 | 1.86% | 3.32% | 4.55% | Q2 2017 | Q3 2023 | 21 |
| DG | DOLLAR GENERAL CORPORA... | 20 | 20 | 0.14% | 6.40% | 10.24% | Q2 2014 | Q1 2019 | 20 |
| NVR | NVR INC | 20 | 20 | 3.47% | 4.28% | 5.37% | Q4 2018 | Q3 2023 | 20 |
| PATK | PATRICK INDUSTRIES INC | 20 | 20 | 0.02% | 0.24% | 0.37% | Q4 2018 | Q3 2023 | 20 |
| LKFN | LAKELAND FINL CORP | 19 | 19 | 0.34% | 0.44% | 0.56% | Q1 2019 | Q3 2023 | 19 |
| WRK | WESTROCK COMPANY | 19 | 19 | 0.04% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 19 |
| USB | US BANCORP DEL COM NEW | 19 | 19 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 19 |
| BAC | BANK OF AMERICA CORPOR... | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2019 | 19 |
| AXTA | AXALTA COATING SYSTEMS... | 18 | 18 | 1.21% | 5.59% | 11.32% | Q3 2015 | Q4 2019 | 18 |
| MC | MOELIS & CO | 18 | 18 | 0.58% | 3.64% | 5.52% | Q2 2019 | Q3 2023 | 18 |
| LCII | LCI INDUSTRIES | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
| PGR | PROGRESSIVE CORPORATION | 16 | 16 | 3.45% | 7.43% | 9.88% | Q4 2019 | Q3 2023 | 16 |
| EVER | EVERBANK FINL CORP COM | 16 | 16 | 4.94% | 7.10% | 9.15% | Q2 2013 | Q1 2017 | 16 |
| EXAS | EXACT SCIENCES CORP COM | 16 | 16 | 0.10% | 0.36% | 0.65% | Q2 2013 | Q1 2017 | 16 |
| ALSN | ALLISON TRANSMISSION H... | 15 | 15 | 3.68% | 7.60% | 9.15% | Q2 2013 | Q4 2016 | 15 |
| INT | WORLD FUEL SVCS CORP COM | 15 | 15 | 0.02% | 6.06% | 10.08% | Q3 2013 | Q1 2017 | 15 |
| AXP | AMERICAN EXPRESS CO COM | 15 | 15 | 2.76% | 5.24% | 6.80% | Q1 2020 | Q3 2023 | 15 |
| SCHW | SCHWAB CHARLES CORP | 15 | 15 | 3.74% | 5.08% | 6.25% | Q1 2020 | Q3 2023 | 15 |
| KMX | CARMAX INC | 15 | 15 | 2.65% | 3.82% | 5.04% | Q1 2020 | Q3 2023 | 15 |
| GOOS | CANADA GOOSE HOLDINGS INC | 15 | 15 | 0.53% | 0.72% | 1.11% | Q1 2020 | Q3 2023 | 15 |
| NTG | TORTOISE MLP FD INC | 15 | 15 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q4 2016 | 15 |
| CVX | CHEVRON CORP NEW COM | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2018 | 15 |
| XOM | EXXON MOBIL CORP COM | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2018 | 15 |
| FND | FLOOR AND DECOR HOLDIN... | 8 | 6 | 2.53% | 5.88% | 8.75% | Q3 2018 | Q3 2023 | 14 |
| SBH | SALLY BEAUTY HOLDINGS INC | 14 | 14 | 2.85% | 4.64% | 6.40% | Q2 2014 | Q3 2017 | 14 |
| WFC | WELLS FARGO & CO NEW COM | 14 | 14 | 0.06% | 0.11% | 0.13% | Q2 2013 | Q3 2016 | 14 |
| ESRX | EXPRESS SCRIPTS HLDG CO | 13 | 13 | 4.42% | 7.20% | 8.53% | Q1 2014 | Q1 2017 | 13 |
| ANET | ARISTA NETWORKS INC | 13 | 13 | 3.70% | 4.69% | 5.73% | Q3 2020 | Q3 2023 | 13 |
| PCLN | PRICELINE GROUP INC | 12 | 12 | 6.73% | 8.58% | 11.22% | Q1 2015 | Q4 2017 | 12 |
| BUR | BURFORD CAP LTD | 12 | 12 | 0.39% | 0.48% | 0.62% | Q4 2020 | Q3 2023 | 12 |
| CMCSK | COMCAST CORP NEW CL A SPL | 10 | 10 | 6.19% | 7.34% | 9.26% | Q2 2013 | Q3 2015 | 10 |
| HDS | HD SUPPLY HOLDINGS INC | 10 | 10 | 5.07% | 6.34% | 7.65% | Q2 2018 | Q3 2020 | 10 |
| BAM | BROOKFIELD ASSET MGMT INC | 10 | 10 | 4.07% | 5.33% | 5.90% | Q2 2020 | Q3 2022 | 10 |
| WRB | WR BERKLEY CORP | 10 | 10 | 4.90% | 5.24% | 5.64% | Q2 2013 | Q3 2015 | 10 |
| DKS | DICKS SPORTING GOODS INC | 10 | 10 | 4.06% | 5.14% | 6.16% | Q1 2014 | Q2 2016 | 10 |
| HWCC | HOUSTON WIRE & CABLE C... | 10 | 10 | 0.09% | 0.20% | 0.31% | Q2 2013 | Q3 2015 | 10 |
| PAYX | PAYCHEX INC COM | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 10 |
| USFD | US FOODS HOLDING CORPO... | 9 | 9 | 3.94% | 6.13% | 7.09% | Q4 2017 | Q4 2019 | 9 |
| TUMI | TUMI HOLDINGS INC | 9 | 9 | 0.03% | 2.32% | 3.92% | Q2 2014 | Q2 2016 | 9 |
| CLVT | CLARIVATE PLC | 9 | 9 | 0.00% | 2.13% | 5.16% | Q2 2021 | Q2 2023 | 9 |
| MAA | MID-AMER APT CMNTYS IN... | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2017 | 9 |
| HAWK | BLACKHAWK NETWORK HOLD... | 8 | 8 | 0.02% | 0.80% | 1.12% | Q2 2015 | Q1 2017 | 8 |
| DFH | DREAM FINDERS HOMES INC | 8 | 8 | 0.33% | 0.59% | 0.86% | Q1 2021 | Q4 2022 | 8 |
| AJG | GALLAGHER ARTHUR J & C... | 7 | 7 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
| IESC | IES HOLDINGS INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
| FLIR | FLIR SYSTEMS INC | 6 | 6 | 3.66% | 7.23% | 10.73% | Q2 2013 | Q3 2014 | 6 |
| MKL | MARKEL CORP COM | 6 | 6 | 4.92% | 6.38% | 6.88% | Q2 2013 | Q3 2014 | 6 |
| DV | DOUBLEVERIFY HOLDINGS INC | 6 | 6 | 0.28% | 0.45% | 0.57% | Q4 2021 | Q1 2023 | 6 |
| OB | ONEBEACON INSURANCE GR... | 6 | 6 | 0.17% | 0.20% | 0.25% | Q2 2013 | Q3 2014 | 6 |
| MCY | MERCURY GENL CORP NEW COM | 6 | 6 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 6 |
| TSCDY | TESCO PLC SPONSORED ADR | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
| 4945SC | KINDER MORGAN ENERGY P... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
| GOOGL | ALPHABET INC CAP STK C... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
| CMG | CHIPOTLE MEXICAN GRILL... | 5 | 5 | 3.62% | 4.24% | 4.66% | Q4 2017 | Q4 2018 | 5 |
| GNRC | GENERAC HOLDING INC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 5 |
| AAP | ADVANCE AUTO PARTS INC... | 4 | 4 | 5.18% | 6.07% | 7.05% | Q2 2013 | Q1 2014 | 4 |
| HBI | HANESBRANDS INC | 4 | 4 | 3.85% | 4.79% | 5.64% | Q1 2017 | Q4 2017 | 4 |
| BROOKFIELD CORP | 4 | 4 | 3.24% | 3.46% | 3.58% | Q4 2022 | Q3 2023 | 4 | |
| HAWKB | BLACKHAWK NETWORK HOLD... | 4 | 4 | 0.78% | 0.92% | 1.05% | Q2 2014 | Q1 2015 | 4 |
| BROOKFIELD ASSET MANAG... | 4 | 4 | 0.82% | 0.85% | 0.90% | Q4 2022 | Q3 2023 | 4 | |
| PRTY | PARTY CITY HOLDCO INC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q3 2016 | 4 |
| ROLL | RBC BEARINGS INCORPORATED | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2015 | Q3 2016 | 4 |
| COP | CONOCOPHILLIPS COM | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 4 |
| PCP | PRECISION CASTPARTS CORP | 3 | 3 | 2.76% | 4.58% | 7.11% | Q2 2015 | Q4 2015 | 3 |
| DAL | DELTA AIR LINES | 3 | 3 | 3.74% | 3.83% | 3.90% | Q2 2019 | Q4 2019 | 3 |
| BKI | BLACK KNIGHT INC | 3 | 3 | 1.51% | 1.68% | 1.76% | Q2 2022 | Q4 2022 | 3 |
| LMT | LOCKHEED MARTIN CORP COM | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
| CINF | CINCINNATI FINL CORP COM | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
| REG | REGENCY CTRS CORP COM | 3 | 3 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q2 2015 | 3 |
| KMI | KINDER MORGAN INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
| OXY | OCCIDENTAL PETROLEUM CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
| AKS | AK STL HLDG CORP COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
| MCZAF | MAD CATZ INTERACTIVE I... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
| GOOGL | GOOGLE INC | 2 | 2 | 3.83% | 3.97% | 4.11% | Q2 2013 | Q3 2013 | 2 |
| PENN | PENN NATL GAMING INC COM | 2 | 2 | 1.32% | 1.35% | 1.37% | Q2 2013 | Q3 2013 | 2 |
| OUTR | OUTERWALL INC COM | 2 | 2 | 1.03% | 1.18% | 1.34% | Q3 2013 | Q4 2013 | 2 |
| CPTA | CAPITALA FINANCE CORPO... | 2 | 2 | 0.08% | 0.16% | 0.23% | Q2 2014 | Q3 2014 | 2 |
| DSKE | DASEKE INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
| TMK | TORCHMARK CORP | 1 | 1 | 3.93% | 3.93% | 3.93% | Q2 2013 | Q2 2013 | 1 |
| STRA | STRAYER EDUCATION INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2013 | Q2 2013 | 1 |
| CSTR | COINSTAR INC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2013 | Q2 2013 | 1 |
| GIL | GILDAN ACTIVEWEAR INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
| LPS | LENDER PROCESSING SERV... | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
| NSIT | INSIGHT ENTERPRISES INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
| IBKC | IBERIABANK CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
| RLI | RLI CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
| JNJ | JOHNSON & JOHNSON COM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
| EXPO | EXPONENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
| BAMR | BROOKFIELD ASSET MANAG... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
| NYCB | NEW YORK COMMUNITY BAN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
| IVV | ISHARES CORE S&P 500 ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL CL, TEMPUR SEALY INTL INC COM, and BERKSHIRE HATHAWAY INC DEL CL, are the highest-conviction holdings of TIMUCUAN ASSET MANAGEMENT INC/FL.
The conviction is calculated by counting the number of quarters a security has been reported by TIMUCUAN ASSET MANAGEMENT INC/FL. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that TIMUCUAN ASSET MANAGEMENT INC/FL owns currently or has owned in the past.