0001034541-12-000001.txt : 20120213 0001034541-12-000001.hdr.sgml : 20120213 20120213170447 ACCESSION NUMBER: 0001034541-12-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120213 DATE AS OF CHANGE: 20120213 EFFECTIVENESS DATE: 20120213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TIMUCUAN ASSET MANAGEMENT INC/FL CENTRAL INDEX KEY: 0001034541 IRS NUMBER: 592985285 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06184 FILM NUMBER: 12600102 BUSINESS ADDRESS: STREET 1: 200 WEST FORSYTH STREET STREET 2: SUITE 1600 CITY: JACKSONVILLE STATE: FL ZIP: 32202 BUSINESS PHONE: 9043561739 MAIL ADDRESS: STREET 1: PO BOX 52898 CITY: JACKSONVILLE STATE: FL ZIP: 32201 13F-HR 1 qtr4-11.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: December 31, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Timucuan Asset Management, Inc. Address: 200 West Forsyth Street Suite 1600 Jacksonville, FL 32202-4358 13F File Number: 28-6184 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Randall Mann Title: Executive Vice President Phone: 904-356-1739 Signature, Place, and Date of Signing: Randall Mann Jacksonville, Florida February 13, 2012 Report type (Check only one.): [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: Form 13F Information Table Entry Total: 50 Form 13F Information Table Value Total: 503,411 List of Other Included Manager: No. 13F File Number Name FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADVANCE AUTO PARTS, INC. COM 00751Y106 13330 191435 SH Sole 191435 BANK OF AMERICA CORPORATION CO COM 060505104 256 46000 SH Sole 46000 BED BATH & BEYOND INC COM COM 075896100 25555 440823 SH Sole 440823 BERKLEY W R CORPORATION COM 084423102 334 9700 SH Sole 9700 BERKSHIRE HATHAWAY INC DEL CL COM 084670108 44984 392 SH Sole 392 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 27474 360083 SH Sole 360083 BROWN & BROWN INC COM COM 115236101 33862 1496312 SH Sole 1496312 CITIGROUP INC COM COM 172967424 11 400 SH Sole 400 5697 216550 SH CALL Sole 216550 COCA COLA CO COM COM 191216100 6624 94668 SH Sole 94668 COINSTAR INC COM COM 19259P300 5440 119200 SH Sole 119200 COMCAST CORP NEW CL A SPL COM 20030N200 40324 1711531 SH Sole 1711531 DOLBY LABORATORIES, INC.- CL A COM 25659T107 16227 531855 SH Sole 531855 EXACT SCIENCES CORP COM COM 30063P105 2499 307800 SH Sole 307800 EXPEDIA INC COM 30212P303 22108 761836 SH Sole 761836 EXPONENT INC COM 30214U102 460 10000 SH Sole 10000 FLIR SYS INC COM COM 302445101 32691 1303969 SH Sole 1303969 GALLAGHER ARTHUR J & CO COM 363576109 278 8300 SH Sole 8300 GANNETT INC COM COM 364730101 4880 365019 SH Sole 365019 GARMIN LTD SHS COM H2906T109 2270 57030 SH Sole 57030 HOUSTON WIRE & CABLE CO COM COM 44244K109 892 64509 SH Sole 64509 JOHNSON & JOHNSON COM COM 478160104 371 5650 SH Sole 5650 KINDER MORGAN ENERGY PARTNERS COM 494550106 260 3058 SH Sole 3058 LABORATORY CORP AMER HLDGS COM COM 50540R409 40535 471503 SH Sole 471503 LENDER PROCESSING SERVICES COM 52602E102 1784 118400 SH Sole 118400 LOWES COS INC COM COM 548661107 10552 415775 SH Sole 415775 LUMBER LIQUIDATORS HOLDINGS COM 55003T107 4627 262000 SH Sole 262000 MARKEL CORP COM COM 570535104 32861 79247 SH Sole 79247 MERCURY GENL CORP NEW COM COM 589400100 228 5000 SH Sole 5000 MOHAWK INDS INC COM COM 608190104 443 7400 SH Sole 7400 ONEBEACON INSURANCE GROUP LTD COM G67742109 185 12000 SH Sole 12000 PAYCHEX INC COM 704326107 181 6000 SH Sole 6000 PENN NATL GAMING INC COM COM 707569109 6472 170000 SH Sole 170000 PROGRESSIVE CORP OHIO COM COM 743315103 3675 188358 SH Sole 188358 RLI CORP COM COM 749607107 911 12500 SH Sole 12500 RYANAIR HLDGS PLC SPONSORED AD COM 783513104 31593 1133994 SH Sole 1133994 SIEM INDS INC COM COM G81226105 2266 41200 SH Sole 41200 STRAYER ED INC COM COM 863236105 21241 218554 SH Sole 218554 STRYKER CORP COM COM 863667101 6539 131550 SH Sole 131550 TEMPUR PEDIC INTL INC COM COM 88023U101 8825 168000 SH Sole 168000 THOR INDS INC COM COM 885160101 1692 61702 SH Sole 61702 TORCHMARK CORP COM COM 891027104 386 8900 SH Sole 8900 TRIPADVISOR INC COM 896945201 8656 343376 SH Sole 343376 US BANCORP DEL COM NEW COM 902973304 692 25590 SH Sole 25590 VULCAN MATLS CO COM COM 929160109 475 12080 SH Sole 12080 WALGREEN CO COM COM 931422109 2034 61515 SH Sole 61515 WASHINGTON POST CO CL B COM 939640108 5482 14549 SH Sole 14549 WELLS FARGO & CO NEW COM COM 949746101 609 22100 SH Sole 22100 WHITE RIV CAP INC COM COM 96445P105 840 41500 SH Sole 41500 WMS INDUSTRIES INC COM 929297109 22801 1111137 SH Sole 1111137