TIMUCUAN ASSET MANAGEMENT INC/FL Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 34
New Positions 1
Increased Positions 14
Decreased Positions 9
Positions with Activity 23
Sold Out Positions 6
Total Mkt Value (in $ millions) 946

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

Sector Weighting

Basic Materials
Capital Goods 0.04%
Conglomerates
Consumer Cyclical 18.22%
Consumer/Non-Cyclical 0.85%
Energy 10.58%
Financial 27.54%
Healthcare 7.45%
Services 34.18%
Technology 0.17%
Transportation
Utilities 0.03%

34 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WORLD FUEL SVCS CORP COM 97,243 24,566 33.80 1,760,698
BERKSHIRE HATHAWAY INC DEL CL A 86,044 New 392
ALLISON TRANSMISSION HLDGS INC COM 78,807 11,425 16.96 2,500,207
EXPRESS SCRIPTS HLDG CO COM 78,678 12,473 18.84 933,529
LABORATORY CORP AMER HLDGS COM NEW 67,135 145 .22 544,577
COMCAST CORP NEW CL A SPL 67,077 333 .50 1,120,751
EVERBANK FINL CORP COM 65,476 New 3,625,464
TEMPUR SEALY INTL INC COM 63,023 308 .49 1,108,586
SALLY BEAUTY HLDGS INC COM 62,339 899 1.46 1,861,984
DICKS SPORTING GOODS INC COM 55,395 473 .86 983,925
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,292 433 .79 378,557
BERKLEY W R CORP COM 50,253 332 .67 1,001,454
DOLLAR GEN CORP NEW COM 34,591 630 1.85 482,380
TUMI HLDGS INC COM 30,564 390 1.29 1,331,776
DOLBY LABORATORIES INC COM 24,624 488 2.02 613,452
BLACKHAWK NETWORK HLDGS INC CL B 8,970 New 257,600
COCA COLA CO COM 8,028 New 189,336
EXACT SCIENCES CORP COM 3,374 New 150,418
SIEM INDS INC COM 2,884 New 41,200
HOUSTON WIRE & CABLE CO COM 1,589 New 144,864