| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Exit | ALPHABET INC CAP STK CL A (GOO | $0 | – | -1,740 | -100.0% | -0.01% | – |
| WRK | Exit | WESTROCK COMPANY | $0 | – | -35,000 | -100.0% | -0.05% | – |
| LCII | Exit | LCI INDUSTRIES | $0 | – | -10,818 | -100.0% | -0.05% | – |
| PATK | Exit | PATRICK INDUSTRIES INC | $0 | – | -84,000 | -100.0% | -0.25% | – |
| LKFN | Exit | LAKELAND FINANCIAL CORPORATION | $0 | – | -187,161 | -100.0% | -0.36% | – |
| BUR | Exit | BURFORD CAPITAL LTD | $0 | – | -1,103,208 | -100.0% | -0.62% | – |
| WGO | Exit | WINNEBAGO INDUSTRIES INC | $0 | – | -358,400 | -100.0% | -0.85% | – |
| Exit | BROOKFIELD ASSET MANAGEMENT LT | $0 | – | -641,761 | -100.0% | -0.86% | – | |
| GOOS | Exit | CANADA GOOSE HOLDINGS INC | $0 | – | -1,759,290 | -100.0% | -1.03% | – |
| Exit | BROOKFIELD CORP | $0 | – | -2,588,888 | -100.0% | -3.24% | – | |
| AWI | Exit | ARMSTRONG WORLD INDUSTRIES INC | $0 | – | -1,163,301 | -100.0% | -3.36% | – |
| NVR | Exit | NVR INC | $0 | – | -15,059 | -100.0% | -3.60% | – |
| KMX | Exit | CARMAX INC | $0 | – | -1,446,506 | -100.0% | -4.10% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -577,970 | -100.0% | -4.26% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL | $0 | – | -341,575 | -100.0% | -4.80% | – |
| SCHW | Exit | CHARLES SCHWAB CORPORATION | $0 | – | -2,286,685 | -100.0% | -5.03% | – |
| MC | Exit | MOELIS AND COMPANY | $0 | – | -3,050,694 | -100.0% | -5.52% | – |
| AXP | Exit | AMERICAN EXPRESS CO COM | $0 | – | -992,675 | -100.0% | -5.94% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DEL CL | $0 | – | -282 | -100.0% | -6.01% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -911,615 | -100.0% | -6.40% | – |
| THO | Exit | THOR INDS INC COM | $0 | – | -1,713,104 | -100.0% | -6.53% | – |
| GOOG | Exit | ALPHABET INC | $0 | – | -1,346,111 | -100.0% | -7.12% | – |
| PGR | Exit | PROGRESSIVE CORPORATION | $0 | – | -1,274,539 | -100.0% | -7.12% | – |
| TPX | Exit | TEMPUR SEALY INTL INC COM | $0 | – | -4,132,748 | -100.0% | -7.18% | – |
| FND | Exit | FLOOR AND DECOR HOLDINGS INC | $0 | – | -2,099,863 | -100.0% | -7.62% | – |
| BKNG | Exit | BOOKING HLDGS INC | $0 | – | -65,479 | -100.0% | -8.10% | – |
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.