$2.39 Billion is the total value of TIMUCUAN ASSET MANAGEMENT INC/FL's 31 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DEL CL | $162,494,400 | -0.7% | 349 | 0.0% | 6.80% | -4.2% | |
DV | DOUBLEVERIFY HOLDINGS INC | $13,229,307 | +37.3% | 438,783 | 0.0% | 0.55% | +32.5% | |
KO | COCA COLA COM | $8,667,824 | -2.5% | 139,736 | 0.0% | 0.36% | -6.0% | |
PATK | PATRICK INDUSTRIES INC | $5,780,040 | +13.5% | 84,000 | 0.0% | 0.24% | +9.5% | |
LCII | LCI INDUSTRIES | $1,188,574 | +18.8% | 10,818 | 0.0% | 0.05% | +16.3% | |
CLVT | CLARIVATE PLC | $103,825 | +12.6% | 11,057 | 0.0% | 0.00% | 0.0% | |
CS | CREDIT SUISSE GROUP | $12,490 | -70.7% | 14,037 | 0.0% | 0.00% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL | 45 | Q2 2024 | 10.5% |
TEMPUR SEALY INTL INC COM | 45 | Q2 2024 | 9.4% |
BERKSHIRE HATHAWAY INC DEL CL | 45 | Q2 2024 | 7.2% |
THOR INDUSTRIES | 43 | Q2 2024 | 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% |
BOOKING HOLDINGS INC | 26 | Q2 2024 | 12.4% |
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 |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-13 |
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 |
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.