0001034541-23-000003.txt : 20230512 0001034541-23-000003.hdr.sgml : 20230512 20230512124124 ACCESSION NUMBER: 0001034541-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914410 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 X0202 13F-HR LIVE false true false 0001034541 XXXXXXXX 03-31-2023 03-31-2023 TIMUCUAN ASSET MANAGEMENT INC/FL

PO BOX 52898 JACKSONVILLE FL 32201

13F HOLDINGS REPORT 028-06184 N James Franco 904-356-1739 James Franco Jacksonville FL 05-12-2023 0 31 2389561296 false INFORMATION TABLE 2 qtr1-23.xml ALPHABET INC COM 02079k107 143639737 1381151 SH SOLE 1381151 0 0 ALPHABET INC CAP STK CL A (GOO COM 02079K305 209535 2020 SH SOLE 2020 0 0 AMERICAN EXPRESS CO COM COM 025816109 144225968 874362 SH SOLE 874362 0 0 ANALOG DEVICES INC COM 032654105 183265564 929244 SH SOLE 929244 0 0 ARISTA NETWORKS INC COM 040413106 98428753 586374 SH SOLE 586374 0 0 ARMSTRONG WORLD INDUSTRIES INC COM 04247x102 83822333 1176619 SH SOLE 1176619 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670108 162494400 349 SH SOLE 349 0 0 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 109362752 354188 SH SOLE 354188 0 0 BOOKING HLDGS INC COM 09857l108 180945134 68219 SH SOLE 68219 0 0 BROOKFIELD ASSET MANAGEMENT LT COM 113004105 21393121 653824 SH SOLE 653824 0 0 BROOKFIELD CORP COM 11271J107 85405735 2620612 SH SOLE 2620612 0 0 BURFORD CAPITAL LTD COM G17977110 12201480 1103208 SH SOLE 1103208 0 0 CANADA GOOSE HOLDINGS INC COM 135086106 26431886 1373085 SH SOLE 1373085 0 0 CARMAX INC COM 143130102 91862782 1429104 SH SOLE 1429104 0 0 CHARLES SCHWAB CORPORATION COM 808513105 112767125 2152866 SH SOLE 2152866 0 0 CLARIVATE PLC COM G21810109 103825 11057 SH SOLE 11057 0 0 COCA COLA COM COM 191216100 8667824 139736 SH SOLE 139736 0 0 COMCAST CORP NEW CL A COM 20030n101 2669073 70406 SH SOLE 70406 0 0 CREDIT SUISSE GROUP COM 225401108 12490 14037 SH SOLE 14037 0 0 DOUBLEVERIFY HOLDINGS INC COM 25862V105 13229307 438783 SH SOLE 438783 0 0 FLOOR AND DECOR HOLDINGS INC COM 339750101 209125481 2129154 SH SOLE 2129154 0 0 LAKELAND FINANCIAL CORPORATION COM 511656100 10430249 166511 SH SOLE 166511 0 0 LCI INDUSTRIES COM 50189K103 1188574 10818 SH SOLE 10818 0 0 MOELIS AND COMPANY COM 60786M105 99573757 2590368 SH SOLE 2590368 0 0 NVR INC COM 62944T105 114459436 20541 SH SOLE 20541 0 0 PATRICK INDUSTRIES INC COM 703343103 5780040 84000 SH SOLE 84000 0 0 PROGRESSIVE CORPORATION COM 743315103 138904705 970954 SH SOLE 970954 0 0 TEMPUR SEALY INTL INC COM COM 88023u101 168232553 4260131 SH SOLE 4260131 0 0 THOR INDS INC COM COM 885160101 139000473 1745360 SH SOLE 1745360 0 0 WESTROCK COMPANY COM 96145D105 1066450 35000 SH SOLE 35000 0 0 WINNEBAGO INDUSTRIES INC COM 974637100 20660754 358072 SH SOLE 358072 0 0