TIMUCUAN ASSET Overview
Timucuan Asset Management Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 214% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 214% of the manager's regulatory AUM.
TIMUCUAN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TIMUCUAN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PGR | 7.9% | Financials | 6.51% | 0.15% | 1 | 10% | ||
| CMCSA | 6.63% | Cons. Disc. | -3.92% | -1.04% | 0 | 17% | ||
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FEATURED IN
TIMUCUAN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Russell B. Newton | Chairman | March-2011 |
| William R. Mann | Chief Compliance Officer / Executive Vice President | June-2005 |
| Dreama D. Vaughn | Vice President | March-1986 |
| Christopher H. Schmachtenberger | President | March-2011 |
| James W. Moore | Vice President | May-2005 |
| Todd B. Martin | Vice President | November-2010 |
| Dennis D. Blyly | Vice President | October-2011 |
TIMUCUAN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
TIMUCUAN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Objective and Primary Approach. Timucuan seeks to achieve maximum long term capital growth for its clients through the ownership of outstanding business enterprises. Central to Timucuan's investment strategy is the belief of investing in businesses, not the market. The management team of a company under analysis must demonstrate a history of integrity in aligning their interests with those of their shareholders, while making intelligent capital allocation decisions. Timucuan then assesses the underlying strength of the franchise and its competitive advantages. The firm seeks to own such a business only if it may be purchased at a market price that represents a substantial discount to its intrinsic value. The Adviser also manages wrap fee accounts with the same objective and using the same approach.
The Adviser's discretionary separate client accounts typically target a concentrated portfolio of 12 to 18...
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Objective and Primary Approach. Timucuan seeks to achieve maximum long term capital growth for its clients through the ownership of outstanding business enterprises. Central to Timucuan's investment strategy is the belief of investing in businesses, not the market. The management team of a company under analysis must demonstrate a history of integrity in aligning their interests with those of their shareholders, while making intelligent capital allocation decisions. Timucuan then assesses the underlying strength of the franchise and its competitive advantages. The firm seeks to own such a business only if it may be purchased at a market price that represents a substantial discount to its intrinsic value. The Adviser also manages wrap fee accounts with the same objective and using the same approach.
The Adviser's discretionary separate client accounts typically target a concentrated portfolio of 12 to 18...
Unlock Full Investment Process Description
TIMUCUAN ASSET Portfolio Concentration
TIMUCUAN ASSET Location
200 WEST FORSYTH STREET
SUITE 1600
JACKSONVILLE, Florida
UNITED STATES, 32202
SUITE 1600
JACKSONVILLE, Florida
UNITED STATES, 32202
TIMUCUAN ASSET Contact Information
Phone Number: 904-356-1739
Fax Number: 904-358-2344
Website: http://www.timucuan.com
Fax Number: 904-358-2344
Website: http://www.timucuan.com
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