TAM

Timucuan Asset Management Portfolio holdings

AUM $3.42B
1-Year Est. Return 21.31%
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$42.5M
2 +$26.7M
3 +$26.2M
4
MC icon
Moelis & Co
MC
+$11.9M
5
GOOS
Canada Goose Holdings
GOOS
+$7.32M

Top Sells

1 +$37.7M
2 +$13.1M
3 +$10M
4
AXP icon
American Express
AXP
+$7.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.1M

Sector Composition

1 Financials 44.09%
2 Consumer Discretionary 24.25%
3 Technology 15.66%
4 Communication Services 12.62%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.07M 0.2%
126,000
27
$2.59M 0.1%
55,000
28
$680K 0.03%
6,551
29
$373K 0.01%
+2,680
30
$110K ﹤0.01%
14,037