Filed: 5/14/2025ACC: 0001034541-25-000003
📋 What this filing means
TIMUCUAN ASSET MANAGEMENT INC/FL filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $3.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$3.22B
Total AUM (reported)
30.15M
Total Shares
Allocation by class
COM$3.22B100.0%
Portfolio Concentration
Top 3$791.55M24.6%
4–10$1.39B43.3%
11–25$1.03B31.9%
Rest$4.50M0.1%
Top 3 weight
24.6%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 30.15M
Sole
Full voting authority
30.15M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
PROGRESSIVE CORPORATION
SOLEShares989.58K
TypeSH
Market value$280.06M
8.71%
Sole
989.58K
Shared
0.00
None
0.00
CHARLES SCHWAB CORPORATION
SOLEShares3.27M
TypeSH
Market value$256.14M
7.96%
Sole
3.27M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares4.26M
TypeSH
Market value$255.35M
7.94%
Sole
4.26M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares49.52K
TypeSH
Market value$228.14M
7.09%
Sole
49.52K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares808.83K
TypeSH
Market value$217.62M
6.77%
Sole
808.83K
Shared
0.00
None
0.00
FISERV INC
SOLEShares914.99K
TypeSH
Market value$202.06M
6.28%
Sole
914.99K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares945.48K
TypeSH
Market value$190.67M
5.93%
Sole
945.48K
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.37M
TypeSH
Market value$190.43M
5.92%
Sole
2.37M
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.45M
TypeSH
Market value$185.61M
5.77%
Sole
2.45M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares335.25K
TypeSH
Market value$178.55M
5.55%
Sole
335.25K
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares713.16K
TypeSH
Market value$157.49M
4.90%
Sole
713.16K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares186.00
TypeSH
Market value$148.51M
4.62%
Sole
186.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares792.05K
TypeSH
Market value$123.74M
3.85%
Sole
792.05K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares859.26K
TypeSH
Market value$121.05M
3.76%
Sole
859.26K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares1.17M
TypeSH
Market value$90.79M
2.82%
Sole
1.17M
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares500.33K
TypeSH
Market value$85.79M
2.67%
Sole
500.33K
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.42M
TypeSH
Market value$82.70M
2.57%
Sole
1.42M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.32K
TypeSH
Market value$81.97M
2.55%
Sole
11.32K
Shared
0.00
None
0.00
WILLSCOT HOLDINGS CORP CLASS A
SOLEShares2.56M
TypeSH
Market value$71.20M
2.21%
Sole
2.56M
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.95M
TypeSH
Market value$15.49M
0.48%
Sole
1.95M
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$14.58M
0.45%
Sole
1.10M
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares199.11K
TypeSH
Market value$11.84M
0.37%
Sole
199.11K
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares136K
TypeSH
Market value$11.50M
0.36%
Sole
136K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$8.86M
0.28%
Sole
2.25M
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares10K
TypeSH
Market value$1.65M
0.05%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPORATIONSOLE | COM | 989.58K | SH | $280.06M 8.71% | 989.58K | 0.00 | 0.00 |
CHARLES SCHWAB CORPORATIONSOLE | COM | 3.27M | SH | $256.14M 7.96% | 3.27M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 4.26M | SH | $255.35M 7.94% | 4.26M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 49.52K | SH | $228.14M 7.09% | 49.52K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 808.83K | SH | $217.62M 6.77% | 808.83K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 914.99K | SH | $202.06M 6.28% | 914.99K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 945.48K | SH | $190.67M 5.93% | 945.48K | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.37M | SH | $190.43M 5.92% | 2.37M | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.45M | SH | $185.61M 5.77% | 2.45M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 335.25K | SH | $178.55M 5.55% | 335.25K | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 713.16K | SH | $157.49M 4.90% | 713.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 186.00 | SH | $148.51M 4.62% | 186.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 792.05K | SH | $123.74M 3.85% | 792.05K | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 859.26K | SH | $121.05M 3.76% | 859.26K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 1.17M | SH | $90.79M 2.82% | 1.17M | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 500.33K | SH | $85.79M 2.67% | 500.33K | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.42M | SH | $82.70M 2.57% | 1.42M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.32K | SH | $81.97M 2.55% | 11.32K | 0.00 | 0.00 |
WILLSCOT HOLDINGS CORP CLASS ASOLE | COM | 2.56M | SH | $71.20M 2.21% | 2.56M | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.95M | SH | $15.49M 0.48% | 1.95M | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $14.58M 0.45% | 1.10M | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 199.11K | SH | $11.84M 0.37% | 199.11K | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 136K | SH | $11.50M 0.36% | 136K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $8.86M 0.28% | 2.25M | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 10K | SH | $1.65M 0.05% | 10K | 0.00 | 0.00 |
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