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Timucuan Asset Management Inc Buys Thor Industries Inc, DoubleVerify Holdings Inc, Sells Hexcel Corp, Arista Networks Inc

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Feb 18, 2022
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Investment company Timucuan Asset Management Inc (Current Portfolio) buys Thor Industries Inc, DoubleVerify Holdings Inc, sells Hexcel Corp, Arista Networks Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Timucuan Asset Management Inc. As of 2021Q4, Timucuan Asset Management Inc owns 30 stocks with a total value of $2.7 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. Progressive Corp (PGR) - 2,302,921 shares, 8.67% of the total portfolio. Shares added by 2.03%
  2. Alphabet Inc (GOOG) - 61,951 shares, 6.58% of the total portfolio. Shares added by 0.57%
  3. Berkshire Hathaway Inc (BRK.A) - 362 shares, 5.98% of the total portfolio.
  4. Brookfield Asset Management Inc (BAM) - 2,663,642 shares, 5.90% of the total portfolio. Shares added by 0.16%
  5. Thor Industries Inc (THO) - 1,524,793 shares, 5.80% of the total portfolio. Shares added by 21.26%
New Purchase: DoubleVerify Holdings Inc (DV)

Timucuan Asset Management Inc initiated holding in DoubleVerify Holdings Inc. The purchase prices were between $30.02 and $39.53, with an estimated average price of $33.33. The stock is now traded at around $27.270000. The impact to a portfolio due to this purchase was 0.28%. The holding were 228,400 shares as of 2021-12-31.

Added: Thor Industries Inc (THO)

Timucuan Asset Management Inc added to a holding in Thor Industries Inc by 21.26%. The purchase prices were between $93.59 and $126.55, with an estimated average price of $108.09. The stock is now traded at around $93.980000. The impact to a portfolio due to this purchase was 1.02%. The holding were 1,524,793 shares as of 2021-12-31.

Sold Out: Hexcel Corp (HXL)

Timucuan Asset Management Inc sold out a holding in Hexcel Corp. The sale prices were between $47.83 and $63.17, with an estimated average price of $56.51.



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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