TIMUCUAN ASSET MANAGEMENT INC/FL Information

200 WEST FORSYTH STREET, JACKSONVILLE, Florida, 32202, (904) 356-1739

Report Date: 03/31/2014

Position Statistics

Total Positions 33
New Positions 2
Increased Positions 10
Decreased Positions 8
Positions with Activity 18
Sold Out Positions 4
Total Mkt Value (in $ millions) 801

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 4.69%
Conglomerates
Consumer Cyclical 15.69%
Consumer/Non-Cyclical 0.96%
Energy 8.21%
Financial 37.65%
Healthcare 7.74%
Services 24.81%
Technology 0.22%
Transportation
Utilities 0.03%

33 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 75,491 New 392
EVERBANK FINL CORP COM 69,657 New 3,622,318
ALLISON TRANSMISSION HLDGS INC COM 64,800 531 .83 2,116,962
WORLD FUEL SVCS CORP COM 61,874 565 .92 1,300,142
COMCAST CORP NEW CL A SPL 61,759 -13,007 (17.4) 1,132,786
TEMPUR SEALY INTL INC COM 60,903 498 .82 1,111,376
MARKEL CORP COM 57,269 629 1.11 88,283
LABORATORY CORP AMER HLDGS COM NEW 57,204 573 1.01 541,085
ADVANCE AUTO PARTS INC COM 54,308 -577 (1.05) 436,242
BERKSHIRE HATHAWAY INC DEL CL B NEW 49,233 312 .64 383,528
BERKLEY W R CORP COM 44,062 6,759 18.12 985,064
FLIR SYS INC COM 37,305 -46,443 (55.46) 1,078,811
EXPRESS SCRIPTS HLDG CO COM 30,413 30,413 New 461,505
DOLBY LABORATORIES INC COM 26,332 404 1.56 585,150
DICKS SPORTING GOODS INC COM 25,051 25,051 New 582,574
COCA COLA CO COM 7,702 New 189,336
EXACT SCIENCES CORP COM 4,796 New 307,800
SIEM INDS INC COM 3,873 New 41,200
HOUSTON WIRE & CABLE CO COM 1,788 New 144,864
ONEBEACON INSURANCE GROUP LTD CL A 1,546 New 97,540