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Timucuan Asset Management Inc

Q4 2017 Holdings

Filed 2018-02-14 | 23 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Priceline Group IncCOM741503403$137.0K78,82910.9%
Berkshire Hathaway Inc del CL(BRK/A)COM084670108$127.1K42710.1%
Dollar General Corporation(DG)COM256677105$112.4K1,208,0568.9%
Tempur Sealy Intl Inc COM(SGI)COM88023U101$105.0K1,675,4558.3%
Comcast Corp New CL A(CMCSA)COM20030N101$101.4K2,532,7158.0%
Hexcel Corporation(HXL)COM428291108$99.7K1,611,5097.9%
Berkshire Hathaway Inc del CL(BRK/B)COM084670702$88.5K446,2517.0%
Dolby Laboratories Inc COM(DLB)COM25659T107$75.7K1,221,4246.0%
Winnebago Industries Inc(WGO)COM974637100$67.8K1,218,8525.4%
Laboratory Corp Amer Hldgs COMCOM50540R409$64.5K404,6435.1%
Axalta Coating Systems LTD(AXTA)COMG0750C108$64.0K1,978,8265.1%
Armstrong World Industries Inc(AWI)COM04247X102$57.5K949,1274.6%
Hanesbrands Inc(HN9)COM410345102$54.1K2,589,3654.3%
US Foods Holding Corporation(USFD)COM912008109$49.7K1,556,2313.9%
Chipotle Mexican Grill Inc(CMG)COM169656105$45.6K157,9183.6%
Coca Cola Co COM(KO)COM191216100$8.6K186,8440.7%
Siem Inds Inc COMCOMG81226105$1.3K21,2000.1%
Thor Inds Inc COM(THO)COM885160101$4593,0460.0%
Chevron Corp New COM(CVX)COM166764100$4293,4250.0%
Exxon Mobil Corp COM(XOM)COM30231G102$3333,9850.0%
Bank of America Corporation Co(BAC)COM060505104$32511,0150.0%
US Bancorp del COM New(USB)COM902973304$2524,7000.0%
Mid-Amer APT Cmntys Inc COM(MAA)COM59522J103$2432,4210.0%