Timucuan Asset Management Inc Buys Brookfield Asset Management Inc, Moelis, American Express Co, Sells Booking Holdings Inc, Dolby Laboratories Inc, Floor & Decor Holdings Inc

• New Purchases: BAM,
• Added Positions: MC, AXP, KMX, SCHW, LCII,
• Reduced Positions: BKNG, FND, THO, WGO,
• Sold Out: DLB, LH,

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

1. Alphabet Inc (GOOG) - 87,839 shares, 8.03% of the total portfolio. Shares reduced by 0.18%
2. Comcast Corp (CMCSA) - 3,148,354 shares, 7.94% of the total portfolio. Shares reduced by 0.26%
3. Thor Industries Inc (THO) - 1,061,546 shares, 7.31% of the total portfolio. Shares reduced by 10.75%
4. Progressive Corp (PGR) - 1,377,791 shares, 7.14% of the total portfolio. Shares reduced by 0.44%
5. Berkshire Hathaway Inc (BRK.A) - 372 shares, 6.43% of the total portfolio.

Timucuan Asset Management Inc initiated holding in Brookfield Asset Management Inc. The purchase prices were between $27.75 and $37.71, with an estimated average price of $32.78. The stock is now traded at around $33.88. The impact to a portfolio due to this purchase was 4.07%. The holding were 1,913,906 shares as of .

Timucuan Asset Management Inc added to a holding in Moelis & Co by 261.56%. The purchase prices were between $26.51 and $37.85, with an estimated average price of $31.29. The stock is now traded at around $31.73. The impact to a portfolio due to this purchase was 2.32%. The holding were 1,590,515 shares as of .

Timucuan Asset Management Inc added to a holding in American Express Co by 61.23%. The purchase prices were between $73.6 and $113.67, with an estimated average price of $91.97. The stock is now traded at around $96.94. The impact to a portfolio due to this purchase was 1.5%. The holding were 642,655 shares as of .

Timucuan Asset Management Inc added to a holding in LCI Industries Inc by 48.88%. The purchase prices were between $57.09 and $119.04, with an estimated average price of $91.5. The stock is now traded at around $126.29. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,029 shares as of .

Timucuan Asset Management Inc sold out a holding in Dolby Laboratories Inc. The sale prices were between $51.85 and $68.05, with an estimated average price of $59.73.

Timucuan Asset Management Inc sold out a holding in Laboratory Corp of America Holdings. The sale prices were between $113.31 and $182.44, with an estimated average price of $160.44.