Filed: 2/13/2025ACC: 0001034541-25-000002
📋 What this filing means
TIMUCUAN ASSET MANAGEMENT INC/FL filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$3.27B
Total AUM (reported)
26.90M
Total Shares
Allocation by class
COM$3.27B100.0%
Portfolio Concentration
Top 3$789.99M24.2%
4–10$1.39B42.6%
11–25$1.08B33.2%
Rest$954.6K0.0%
Top 3 weight
24.2%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 26.90M
Sole
Full voting authority
26.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
AMERICAN EXPRESS CO COM
SOLEShares975.50K
TypeSH
Market value$289.52M
8.86%
Sole
975.50K
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares1.07M
TypeSH
Market value$255.64M
7.82%
Sole
1.07M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares49.28K
TypeSH
Market value$244.83M
7.49%
Sole
49.28K
Shared
0.00
None
0.00
CHARLES SCHWAB CORPORATION
SOLEShares3.28M
TypeSH
Market value$242.75M
7.43%
Sole
3.28M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC COM
SOLEShares4.24M
TypeSH
Market value$240.29M
7.35%
Sole
4.24M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares936.42K
TypeSH
Market value$198.95M
6.09%
Sole
936.42K
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.04M
TypeSH
Market value$195.13M
5.97%
Sole
2.04M
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares1.79M
TypeSH
Market value$178.56M
5.46%
Sole
1.79M
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares707.87K
TypeSH
Market value$172.03M
5.26%
Sole
707.87K
Shared
0.00
None
0.00
FISERV INC
SOLEShares806.96K
TypeSH
Market value$165.77M
5.07%
Sole
806.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares339.11K
TypeSH
Market value$153.71M
4.70%
Sole
339.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares798.84K
TypeSH
Market value$152.13M
4.65%
Sole
798.84K
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares2M
TypeSH
Market value$147.65M
4.52%
Sole
2M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares202.00
TypeSH
Market value$137.55M
4.21%
Sole
202.00
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares924.28K
TypeSH
Market value$130.63M
4.00%
Sole
924.28K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares1.17M
TypeSH
Market value$129.17M
3.95%
Sole
1.17M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.08K
TypeSH
Market value$90.62M
2.77%
Sole
11.08K
Shared
0.00
None
0.00
WILLSCOT HOLDINGS CORP CLASS A
SOLEShares2.52M
TypeSH
Market value$84.28M
2.58%
Sole
2.52M
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.76M
TypeSH
Market value$17.64M
0.54%
Sole
1.76M
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$14.07M
0.43%
Sole
1.10M
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares188.46K
TypeSH
Market value$12.96M
0.40%
Sole
188.46K
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares126K
TypeSH
Market value$10.47M
0.32%
Sole
126K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares35K
TypeSH
Market value$1.89M
0.06%
Sole
35K
Shared
0.00
None
0.00
LCI INDUSTRIES
SOLEShares10.82K
TypeSH
Market value$1.12M
0.03%
Sole
10.82K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares7.50K
TypeSH
Market value$858.6K
0.03%
Sole
7.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN EXPRESS CO COMSOLE | COM | 975.50K | SH | $289.52M 8.86% | 975.50K | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 1.07M | SH | $255.64M 7.82% | 1.07M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 49.28K | SH | $244.83M 7.49% | 49.28K | 0.00 | 0.00 |
CHARLES SCHWAB CORPORATIONSOLE | COM | 3.28M | SH | $242.75M 7.43% | 3.28M | 0.00 | 0.00 |
TEMPUR SEALY INTL INC COMSOLE | COM | 4.24M | SH | $240.29M 7.35% | 4.24M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 936.42K | SH | $198.95M 6.09% | 936.42K | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.04M | SH | $195.13M 5.97% | 2.04M | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 1.79M | SH | $178.56M 5.46% | 1.79M | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 707.87K | SH | $172.03M 5.26% | 707.87K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 806.96K | SH | $165.77M 5.07% | 806.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 339.11K | SH | $153.71M 4.70% | 339.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 798.84K | SH | $152.13M 4.65% | 798.84K | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 2M | SH | $147.65M 4.52% | 2M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 202.00 | SH | $137.55M 4.21% | 202.00 | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 924.28K | SH | $130.63M 4.00% | 924.28K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 1.17M | SH | $129.17M 3.95% | 1.17M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.08K | SH | $90.62M 2.77% | 11.08K | 0.00 | 0.00 |
WILLSCOT HOLDINGS CORP CLASS ASOLE | COM | 2.52M | SH | $84.28M 2.58% | 2.52M | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.76M | SH | $17.64M 0.54% | 1.76M | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $14.07M 0.43% | 1.10M | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 188.46K | SH | $12.96M 0.40% | 188.46K | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 126K | SH | $10.47M 0.32% | 126K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | COM | 35K | SH | $1.89M 0.06% | 35K | 0.00 | 0.00 |
LCI INDUSTRIESSOLE | COM | 10.82K | SH | $1.12M 0.03% | 10.82K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 7.50K | SH | $858.6K 0.03% | 7.50K | 0.00 | 0.00 |
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