- New Purchases: HDS, ADI,
- Added Positions: TPX, CMCSA, GOOG, AWI, DLB,
- Reduced Positions: HXL, BKNG, WGO, KO, CMG,
For the details of TIMUCUAN ASSET MANAGEMENT INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TIMUCUAN+ASSET+MANAGEMENT+INC
These are the top 5 holdings of TIMUCUAN ASSET MANAGEMENT INC- Booking Holdings Inc (BKNG) - 76,739 shares, 10.65% of the total portfolio. Shares reduced by 2.96%
- Berkshire Hathaway Inc (BRK.A) - 427 shares, 8.25% of the total portfolio.
- Dollar General Corp (DG) - 1,207,750 shares, 8.16% of the total portfolio. Shares reduced by 0.02%
- Comcast Corp (CMCSA) - 3,393,306 shares, 7.62% of the total portfolio. Shares added by 1.31%
- US Foods Holding Corp (USFD) - 2,735,981 shares, 7.09% of the total portfolio. Shares added by 0.59%
Timucuan Asset Management Inc initiated holding in HD Supply Holdings Inc. The purchase prices were between $37.59 and $44.46, with an estimated average price of $40.5. The stock is now traded at around $43.54. The impact to a portfolio due to this purchase was 5.36%. The holding were 1,826,326 shares as of 2018-06-30.
New Purchase: Analog Devices Inc (ADI)Timucuan Asset Management Inc initiated holding in Analog Devices Inc. The purchase prices were between $87.35 and $102.1, with an estimated average price of $94.34. The stock is now traded at around $94.98. The impact to a portfolio due to this purchase was 3.16%. The holding were 480,880 shares as of 2018-06-30.
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