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Timucuan Asset Management Inc

Q2 2017 Holdings

Filed 2017-08-15 | 21 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Axalta Coating Systems LTD(AXTA)COMG0750C108$120.0K3,743,87711.3%
Priceline Group IncCOM741503403$118.9K63,58211.2%
Hexcel Corporation(HXL)COM428291108$113.8K2,155,07610.7%
Berkshire Hathaway Inc del CL(BRK/A)COM084670108$108.8K42710.3%
Dollar General Corporation(DG)COM256677105$108.5K1,505,65310.2%
Comcast Corp New CL A(CMCSA)COM20030N101$87.0K2,236,0298.2%
Tempur Sealy Intl Inc COM(SGI)COM88023U101$85.0K1,591,1958.0%
Berkshire Hathaway Inc del CL(BRK/B)COM084670702$72.9K430,2006.9%
Laboratory Corp Amer Hldgs COMCOM50540R409$58.5K379,6025.5%
Dolby Laboratories Inc COM(DLB)COM25659T107$57.4K1,172,2715.4%
Hanesbrands Inc(HN9)COM410345102$56.9K2,457,9905.4%
Sally Beauty Holdings Inc(SBH)COM79546E104$41.3K2,037,9203.9%
Armstrong World Industries Inc(AWI)COM04247X102$19.7K429,3011.9%
Coca Cola Co COM(KO)COM191216100$8.4K187,0640.8%
Siem Inds Inc COMCOMG81226105$1.3K21,2000.1%
Chevron Corp New COM(CVX)COM166764100$3573,4250.0%
Exxon Mobil Corp COM(XOM)COM30231G102$3223,9850.0%
Thor Inds Inc COM(THO)COM885160101$3183,0460.0%
Bank of America Corporation Co(BAC)COM060505104$26711,0150.0%
Mid-Amer APT Cmntys Inc COM(MAA)COM59522J103$2552,4210.0%
US Bancorp del COM New(USB)COM902973304$2444,7000.0%