0001034541-20-000001.txt : 20200213 0001034541-20-000001.hdr.sgml : 20200213 20200213110934 ACCESSION NUMBER: 0001034541-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20607842 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 primary_doc.xml 13F-HR LIVE false true false 0001034541 XXXXXXXX 12-31-2019 12-31-2019 TIMUCUAN ASSET MANAGEMENT INC/FL

PO BOX 52898 JACKSONVILLE FL 32201

13F HOLDINGS REPORT 028-06184 N Randall Mann 904-356-1739 Randall Mann Jacksonville FL 02-13-2020 0 29 1927145 false INFORMATION TABLE 2 qtr4-19.xml ALPHABET INC COM 02079k107 118610 88712 SH SOLE 88712 0 0 ANALOG DEVICES INC COM 032654105 120617 1014957 SH SOLE 1014957 0 0 AXALTA COATING SYSTEMS LTD COM g0750c108 42066 1383759 SH SOLE 1383759 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670108 126667 373 SH SOLE 373 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 97126 428811 SH SOLE 428811 0 0 BOOKING HLDGS INC COM 09857l108 209051 101791 SH SOLE 101791 0 0 COCA COLA COM COM 191216100 7762 140226 SH SOLE 140226 0 0 COMCAST CORP NEW CL A COM 20030n101 141085 3137309 SH SOLE 3137309 0 0 CREDIT SUISSE GROUP COM 225401108 189 14037 SH SOLE 14037 0 0 DELTA AIR LINES COM 247361702 72036 1231800 SH SOLE 1231800 0 0 DOLBY LABORATORIES INC COM COM 25659t107 90207 1311153 SH SOLE 1311153 0 0 FLOOR AND DECOR HOLDINGS INC COM 339750101 94931 1868361 SH SOLE 1868361 0 0 GILDAN ACTIVEWEAR INC COM 375916103 14470 490000 SH SOLE 490000 0 0 HD SUPPLY HOLDINGS INC COM 40416M105 131620 3272489 SH SOLE 3272489 0 0 HEXCEL CORPORATION COM 428291108 77431 1056215 SH SOLE 1056215 0 0 IES HOLDINGS INC COM 44951W106 1319 51400 SH SOLE 51400 0 0 LABORATORY CORP AMER HLDGS COM COM 50540r409 50087 296077 SH SOLE 296077 0 0 LAKELAND FINANCIAL CORPORATION COM 511656100 7596 155241 SH SOLE 155241 0 0 LCI INDUSTRIES COM 50189K103 362 3378 SH SOLE 3378 0 0 MOELIS AND COMPANY COM 60786M105 11172 350000 SH SOLE 350000 0 0 NVR INC COM 62944T105 92803 24368 SH SOLE 24368 0 0 PATRICK INDUSTRIES INC COM 703343103 4404 84000 SH SOLE 84000 0 0 PROGRESSIVE CORPORATION COM 743315103 66406 917339 SH SOLE 917339 0 0 SIEM INDUSTRIES INC COM G81226105 784 21200 SH SOLE 21200 0 0 TEMPUR SEALY INTL INC COM COM 88023u101 105154 1207835 SH SOLE 1207835 0 0 THOR INDS INC COM COM 885160101 77736 1046388 SH SOLE 1046388 0 0 US FOODS HOLDING CORPORATION COM 912008109 122695 2928972 SH SOLE 2928972 0 0 WESTROCK COMPANY COM 96145D105 2360 55000 SH SOLE 55000 0 0 WINNEBAGO INDUSTRIES INC COM 974637100 40398 762519 SH SOLE 762519 0 0