TIMUCUAN ASSET MANAGEMENT INC/FL - Q4 2020 holdings

$1.96 Billion is the total value of TIMUCUAN ASSET MANAGEMENT INC/FL's 28 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 33.3% .

 Value Shares↓ Weighting
CMCSA SellCOMCAST CORP NEWcl a$161,981,000
+12.7%
3,091,244
-0.5%
8.28%
-1.3%
GOOG SellALPHABET INCcap stk cl c$109,848,000
-13.8%
62,703
-27.7%
5.61%
-24.5%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$97,032,000
+7.3%
418,477
-1.4%
4.96%
-6.0%
NVR SellNVR INC$78,095,000
-0.8%
19,142
-0.7%
3.99%
-13.1%
WGO SellWINNEBAGO INDS INC$24,875,000
+3.5%
415,000
-10.8%
1.27%
-9.3%
KO SellCOCA COLA CO$7,680,000
+11.0%
140,043
-0.1%
0.39%
-3.0%
OXY ExitOCCIDENTAL PETROLEUM CORP$0-10,000
-100.0%
-0.01%
IESC ExitIES HOLDINGS INC$0-41,400
-100.0%
-0.08%
HDS ExitHD SUPPLY HOLDINGS INC$0-2,563,532
-100.0%
-6.16%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BERKSHIRE HATHAWAY INC DEL CL42Q3 202310.5%
TEMPUR SEALY INTL INC COM42Q3 20239.4%
BERKSHIRE HATHAWAY INC DEL CL42Q3 20237.2%
THOR INDUSTRIES40Q3 20237.3%
COCA COLA COM40Q1 20231.2%
SIEM INDUSTRIES INC38Q3 20220.5%
COMCAST CORP NEW CL A30Q1 20238.8%
LABORATORY CORP AMER HLDGS COM28Q1 20208.1%
DOLBY LABORATORIES INC COM28Q1 20206.2%
HEXCEL CORPORATION24Q3 202110.7%

View TIMUCUAN ASSET MANAGEMENT INC/FL's complete holdings history.

Latest significant ownerships (13-D/G)
TIMUCUAN ASSET MANAGEMENT INC/FL Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
AMBASSADORS GROUP INCJanuary 30, 2012? ?

View TIMUCUAN ASSET MANAGEMENT INC/FL's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-12
13F-HR2022-02-11
13F-HR2021-11-10

View TIMUCUAN ASSET MANAGEMENT INC/FL's complete filings history.

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