$2.26 Billion is the total value of TIMUCUAN ASSET MANAGEMENT INC/FL's 29 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | Sell | TEMPUR SEALY INTL INC | $163,210,000 | +28.0% | 4,464,156 | -5.5% | 7.22% | +10.8% |
| SCHW | Sell | SCHWAB CHARLES CORP | $120,967,000 | +22.1% | 1,855,890 | -0.7% | 5.35% | +5.7% |
| HXL | Sell | HEXCEL CORP NEW | $106,432,000 | +14.7% | 1,900,577 | -0.7% | 4.71% | -0.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $106,342,000 | +9.6% | 416,262 | -0.5% | 4.71% | -5.1% |
| THO | Sell | THOR INDS INC | $86,202,000 | +0.4% | 639,764 | -30.7% | 3.82% | -13.0% |
| WGO | Sell | WINNEBAGO INDS INC | $15,342,000 | -38.3% | 200,000 | -51.8% | 0.68% | -46.6% |
| LKFN | Sell | LAKELAND FINL CORP | $11,015,000 | +25.7% | 159,196 | -2.7% | 0.49% | +8.7% |
| PATK | Sell | PATRICK INDS INC | $7,140,000 | +11.1% | 84,000 | -10.6% | 0.32% | -3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-12
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 | 2024-05-14 |
| 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 |
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.