0001034541-22-000003.txt : 20220811 0001034541-22-000003.hdr.sgml : 20220811 20220811140245 ACCESSION NUMBER: 0001034541-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154993 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 06-30-2022 06-30-2022 TIMUCUAN ASSET MANAGEMENT INC/FL
PO BOX 52898 JACKSONVILLE FL 32201
13F HOLDINGS REPORT 028-06184 N
James Franco Chief Compliance Officer 904-356-1739 James Franco Jacksonville FL 08-11-2022 0 33 2152727 false
INFORMATION TABLE 2 qtr2-22.xml ALPHABET INC COM 02079k107 139616 63826 SH SOLE 63826 0 0 ALPHABET INC CAP STK CL A (GOO COM 02079K305 285 131 SH SOLE 131 0 0 AMERICAN EXPRESS CO COM COM 025816109 118444 854450 SH SOLE 854450 0 0 ANALOG DEVICES INC COM 032654105 112018 766775 SH SOLE 766775 0 0 ARISTA NETWORKS INC COM 040413106 91098 971819 SH SOLE 971819 0 0 ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 66217 883368 SH SOLE 883368 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670108 143541 351 SH SOLE 351 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 103912 380601 SH SOLE 380601 0 0 BLACK KNIGHT INC COM 09215C105 37848 578808 SH SOLE 578808 0 0 BOOKING HLDGS INC COM 09857l108 94608 54093 SH SOLE 54093 0 0 BROOKFIELD ASSET MANAGEMENT IN COM 112585104 118361 2661589 SH SOLE 2661589 0 0 BURFORD CAPITAL LTD COM G17977110 11125 1102616 SH SOLE 1102616 0 0 CANADA GOOSE HOLDINGS INC COM 135086106 12075 670480 SH SOLE 670480 0 0 CARMAX INC COM 143130102 108446 1198567 SH SOLE 1198567 0 0 CHARLES SCHWAB CORPORATION COM 808513105 110284 1745545 SH SOLE 1745545 0 0 CLARIVATE PLC COM G21810109 239 17257 SH SOLE 17257 0 0 COCA COLA COM COM 191216100 8791 139736 SH SOLE 139736 0 0 COMCAST CORP NEW CL A COM 20030n101 127534 3250107 SH SOLE 3250107 0 0 CREDIT SUISSE GROUP COM 225401108 80 14037 SH SOLE 14037 0 0 DOUBLEVERIFY HOLDINGS INC COM 25862V105 9947 438783 SH SOLE 438783 0 0 DREAM FINDERS HOMES INC COM 26154D100 12933 1215510 SH SOLE 1215510 0 0 FLOOR AND DECOR HOLDINGS INC COM 339750101 88736 1409405 SH SOLE 1409405 0 0 LAKELAND FINANCIAL CORPORATION COM 511656100 10660 160496 SH SOLE 160496 0 0 LCI INDUSTRIES COM 50189K103 1210 10818 SH SOLE 10818 0 0 MOELIS AND COMPANY COM 60786M105 93817 2384173 SH SOLE 2384173 0 0 NVR INC COM 62944T105 81860 20444 SH SOLE 20444 0 0 PATRICK INDUSTRIES INC COM 703343103 4355 84000 SH SOLE 84000 0 0 PROGRESSIVE CORPORATION COM 743315103 212770 1829963 SH SOLE 1829963 0 0 SIEM INDUSTRIES INC COM G81226105 366 21200 SH SOLE 21200 0 0 TEMPUR SEALY INTL INC COM COM 88023u101 90638 4241362 SH SOLE 4241362 0 0 THOR INDS INC COM COM 885160101 129008 1726319 SH SOLE 1726319 0 0 WESTROCK COMPANY COM 96145D105 2191 55000 SH SOLE 55000 0 0 WINNEBAGO INDUSTRIES INC COM 974637100 9712 200000 SH SOLE 200000 0 0