$2.15 Billion is the total value of TIMUCUAN ASSET MANAGEMENT INC/FL's 33 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | Sell | PROGRESSIVE CORPORATION | $212,770,000 | -5.4% | 1,829,963 | -7.2% | 9.88% | +13.2% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL | $143,541,000 | -22.9% | 351 | -0.3% | 6.67% | -7.8% |
| BAM | Sell | BROOKFIELD ASSET MANAGEMENT IN | $118,361,000 | -22.0% | 2,661,589 | -0.7% | 5.50% | -6.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL | $103,912,000 | -27.5% | 380,601 | -6.3% | 4.83% | -13.3% |
| ANET | Sell | ARISTA NETWORKS INC | $91,098,000 | -35.3% | 971,819 | -4.1% | 4.23% | -22.7% |
| GOOGL | Sell | ALPHABET INC CAP STK CL A (GOO | $285,000 | -23.6% | 131 | -2.2% | 0.01% | -7.1% |
| CLVT | Sell | CLARIVATE PLC | $239,000 | -99.8% | 17,257 | -99.8% | 0.01% | -99.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.