Timucuan Asset Management Inc Buys Clarivate PLC, Dream Finders Homes Inc, Sells Insight Enterprises Inc, Brookfield Asset Management Reinsurance Partners L

Nov 10, 2021

Investment company Timucuan Asset Management Inc (Current Portfolio) buys Clarivate PLC, Dream Finders Homes Inc, sells Insight Enterprises Inc, Brookfield Asset Management Reinsurance Partners L during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Timucuan Asset Management Inc. As of 2021Q3, Timucuan Asset Management Inc owns 30 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

Added Positions: CLVT, THO, DFH, PGR, KMX, BKNG, ADI, CMCSA, BRK.B,
Reduced Positions: HXL, AXP, GOOG, SCHW, BUR,
Sold Out: NSIT, BAMR,

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

Progressive Corp (PGR) - 2,257,074 shares, 7.90% of the total portfolio. Shares added by 2.58%
Comcast Corp (CMCSA) - 3,058,302 shares, 6.63% of the total portfolio. Shares added by 1.54%
Alphabet Inc (GOOG) - 61,601 shares, 6.36% of the total portfolio. Shares reduced by 2.04%
Thor Industries Inc (THO) - 1,257,487 shares, 5.98% of the total portfolio. Shares added by 18.94%
Berkshire Hathaway Inc (BRK.A) - 362 shares, 5.77% of the total portfolio.

Added: Clarivate PLC (CLVT)

Timucuan Asset Management Inc added to a holding in Clarivate PLC by 54.98%. The purchase prices were between $21.84 and $27.16, with an estimated average price of $24.4. The stock is now traded at around $22.450000. The impact to a portfolio due to this purchase was 1.76%. The holding were 5,841,771 shares as of 2021-09-30.

Added: Dream Finders Homes Inc (DFH)

Timucuan Asset Management Inc added to a holding in Dream Finders Homes Inc by 257.04%. The purchase prices were between $17.33 and $24.75, with an estimated average price of $20.85. The stock is now traded at around $16.980000. The impact to a portfolio due to this purchase was 0.58%. The holding were 1,207,300 shares as of 2021-09-30.

Sold Out: Insight Enterprises Inc (NSIT)

Timucuan Asset Management Inc sold out a holding in Insight Enterprises Inc. The sale prices were between $89.57 and $102.89, with an estimated average price of $96.97.

Sold Out: Brookfield Asset Management Reinsurance Partners L (BAMR)

Timucuan Asset Management Inc sold out a holding in Brookfield Asset Management Reinsurance Partners L. The sale prices were between $48.33 and $62.58, with an estimated average price of $56.53.

Here is the complete portfolio of TIMUCUAN ASSET MANAGEMENT INC. Also check out:

1. TIMUCUAN ASSET MANAGEMENT INC's Undervalued Stocks
2. TIMUCUAN ASSET MANAGEMENT INC's Top Growth Companies, and
3. TIMUCUAN ASSET MANAGEMENT INC's High Yield stocks
4. Stocks that TIMUCUAN ASSET MANAGEMENT INC keeps buying

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