For the details of TIMUCUAN ASSET MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/timucuan+asset+management+inc/current-portfolio/portfolio
These are the top 5 holdings of TIMUCUAN ASSET MANAGEMENT INC- Booking Holdings Inc (BKNG) - 101,791 shares, 10.85% of the total portfolio. Shares reduced by 2.34%
- Comcast Corp (CMCSA) - 3,137,309 shares, 7.32% of the total portfolio. Shares reduced by 0.71%
- HD Supply Holdings Inc (HDS) - 3,272,489 shares, 6.83% of the total portfolio. Shares reduced by 2.59%
- Berkshire Hathaway Inc (BRK.A) - 373 shares, 6.57% of the total portfolio. Shares reduced by 0.53%
- US Foods Holding Corp (USFD) - 2,928,972 shares, 6.37% of the total portfolio. Shares reduced by 0.12%
Timucuan Asset Management Inc initiated holding in Progressive Corp. The purchase prices were between $68.4 and $76.9, with an estimated average price of $72.04. The stock is now traded at around $83.81. The impact to a portfolio due to this purchase was 3.45%. The holding were 917,339 shares as of .
New Purchase: Gildan Activewear Inc (GIL)Timucuan Asset Management Inc initiated holding in Gildan Activewear Inc. The purchase prices were between $25.53 and $35.38, with an estimated average price of $29.18. The stock is now traded at around $27.90. The impact to a portfolio due to this purchase was 0.75%. The holding were 490,000 shares as of .
Sold Out: Bank of America Corp (BAC)Timucuan Asset Management Inc sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.
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