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13F-HR filed by TIMUCUAN ASSET MANAGEMENT INC/FL

TIMUCUAN ASSET MANAGEMENT INC/FL filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-13, with 29 holding rows worth $1,927,145,000.

Accession
0001034541-20-000001
Filed
2020-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 29 entries on the cover page, a total value of $1,927,145,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,927,144,000 with VALUE read as thousands by filing date, 13F file number 028-06184. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Booking Holdings Inc.09857L108COM101,791$209,051,000thousands by filing date
Comcast Corp20030N101COM3,137,309$141,085,000thousands by filing date
HD SUPPLY HLDGS INC40416M105COM3,272,489$131,620,000thousands by filing date
BERKSHIRE HATHAWAY INC DEL084670108CL A373$126,667,000thousands by filing date
US FOODS HLDG CORP COM912008109Stock2,928,972$122,695,000thousands by filing date
Analog Devices,Inc.032654105COM1,014,957$120,617,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM88,712$118,610,000thousands by filing date
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock1,207,835$105,154,000thousands by filing date
Berkshire Hathaway Inc084670702COM428,811$97,126,000thousands by filing date
FLOOR & DECOR HLDGS INC CL A339750101Stock1,868,361$94,931,000thousands by filing date
NVR INC COM62944T105Stock24,368$92,803,000thousands by filing date
DOLBY LABORATORIES INC COM CL A25659T107Stock1,311,153$90,207,000thousands by filing date
THOR INDS INC885160101COM1,046,388$77,736,000thousands by filing date
HEXCEL CORP NEW428291108COM1,056,215$77,431,000thousands by filing date
DELTA AIR LINES INC COM NEW247361702Stock1,231,800$72,036,000thousands by filing date
Progressive Corporation743315103COM917,339$66,406,000thousands by filing date
LABORATORY CORP OF AMERICA50540R409COM NEW296,077$50,087,000thousands by filing date
AXALTA COATING SYS LTD COMG0750C108Stock1,383,759$42,066,000thousands by filing date
WINNEBAGO INDS INC974637100COM762,519$40,398,000thousands by filing date
GILDAN ACTIVEWEAR INC COM375916103Stock490,000$14,470,000thousands by filing date
MOELIS & CO60786M105CL A350,000$11,172,000thousands by filing date
Coca-Cola Company191216100COM140,226$7,762,000thousands by filing date
LAKELAND FINL CORP511656100COM155,241$7,596,000thousands by filing date
PATRICK INDS INC703343103COM84,000$4,404,000thousands by filing date
WESTROCK CO96145D105COM55,000$2,360,000thousands by filing date
IES HOLDINGS INC44951W106COM51,400$1,319,000thousands by filing date
SIEM INDS INC COMG81226105COM21,200$784,000thousands by filing date
LCI INDS50189K103COM3,378$362,000thousands by filing date
CREDIT SUISSE GROUP-ADR225401108SPONSORED ADR14,037$189,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001034541-20-000001this filing2020-02-13acceptance time not in the bulk data set