1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Timucuan Asset Management Inc Buys Progressive Corp, Gildan Activewear Inc, Sells Axalta Coating Systems, Bank of America Corp

February 14, 2020 | About:

Investment company Timucuan Asset Management Inc (Current Portfolio) buys Progressive Corp, Gildan Activewear Inc, sells Axalta Coating Systems, Bank of America Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Timucuan Asset Management Inc. As of 2019Q4, Timucuan Asset Management Inc owns 29 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

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
  1. Booking Holdings Inc (BKNG) - 101,791 shares, 10.85% of the total portfolio. Shares reduced by 2.34%
  2. Comcast Corp (CMCSA) - 3,137,309 shares, 7.32% of the total portfolio. Shares reduced by 0.71%
  3. HD Supply Holdings Inc (HDS) - 3,272,489 shares, 6.83% of the total portfolio. Shares reduced by 2.59%
  4. Berkshire Hathaway Inc (BRK.A) - 373 shares, 6.57% of the total portfolio. Shares reduced by 0.53%
  5. US Foods Holding Corp (USFD) - 2,928,972 shares, 6.37% of the total portfolio. Shares reduced by 0.12%
New Purchase: Progressive Corp (PGR)

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.



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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
/* */