$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| DFH | DREAM FINDERS HOMES INC | $12,933,000 | -37.7% | 1,215,510 | 0.0% | 0.60% | -25.4% | |
| BUR | BURFORD CAPITAL LTD | $11,125,000 | +9.8% | 1,102,616 | 0.0% | 0.52% | +31.6% | |
| LKFN | LAKELAND FINANCIAL CORPORATION | $10,660,000 | -9.0% | 160,496 | 0.0% | 0.50% | +8.8% | |
| WGO | WINNEBAGO INDUSTRIES INC | $9,712,000 | -10.1% | 200,000 | 0.0% | 0.45% | +7.4% | |
| KO | COCA COLA COM | $8,791,000 | +1.5% | 139,736 | 0.0% | 0.41% | +21.4% | |
| PATK | PATRICK INDUSTRIES INC | $4,355,000 | -14.0% | 84,000 | 0.0% | 0.20% | +2.5% | |
| WRK | WESTROCK COMPANY | $2,191,000 | -15.3% | 55,000 | 0.0% | 0.10% | +2.0% | |
| SEMUF | SIEM INDUSTRIES INC | $366,000 | +15.1% | 21,200 | 0.0% | 0.02% | +41.7% | |
| CS | CREDIT SUISSE GROUP | $80,000 | -27.3% | 14,037 | 0.0% | 0.00% | 0.0% |
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.