Filed: 8/13/2025ACC: 0001034541-25-000005
📋 What this filing means
TIMUCUAN ASSET MANAGEMENT INC/FL filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $3.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$3.42B
Total AUM (reported)
30.09M
Total Shares
Allocation by class
COM$3.42B100.0%
Portfolio Concentration
Top 3$847.11M24.8%
4–10$1.55B45.3%
11–25$1.02B29.8%
Rest$4.29M0.1%
Top 3 weight
24.8%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 30.09M
Sole
Full voting authority
30.09M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
CHARLES SCHWAB CORPORATION
SOLEShares3.20M
TypeSH
Market value$291.68M
8.53%
Sole
3.20M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares49K
TypeSH
Market value$283.69M
8.30%
Sole
49K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares3.99M
TypeSH
Market value$271.74M
7.95%
Sole
3.99M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares807.71K
TypeSH
Market value$257.64M
7.54%
Sole
807.71K
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares941.52K
TypeSH
Market value$251.25M
7.35%
Sole
941.52K
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.67M
TypeSH
Market value$237.51M
6.95%
Sole
2.67M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares945.01K
TypeSH
Market value$224.93M
6.58%
Sole
945.01K
Shared
0.00
None
0.00
FISERV INC
SOLEShares1.21M
TypeSH
Market value$208.66M
6.10%
Sole
1.21M
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.58M
TypeSH
Market value$196.02M
5.73%
Sole
2.58M
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares724.08K
TypeSH
Market value$172.72M
5.05%
Sole
724.08K
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares866.58K
TypeSH
Market value$156.26M
4.57%
Sole
866.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares320.88K
TypeSH
Market value$155.87M
4.56%
Sole
320.88K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares839.68K
TypeSH
Market value$136.40M
3.99%
Sole
839.68K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares176.00
TypeSH
Market value$128.27M
3.75%
Sole
176.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares1.18M
TypeSH
Market value$120.89M
3.54%
Sole
1.18M
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.42M
TypeSH
Market value$88.78M
2.60%
Sole
1.42M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.33K
TypeSH
Market value$83.68M
2.45%
Sole
11.33K
Shared
0.00
None
0.00
WILLSCOT HOLDINGS CORP CLASS A
SOLEShares2.57M
TypeSH
Market value$70.54M
2.06%
Sole
2.57M
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.94M
TypeSH
Market value$21.69M
0.63%
Sole
1.94M
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$15.73M
0.46%
Sole
1.10M
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares136K
TypeSH
Market value$12.55M
0.37%
Sole
136K
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares199.11K
TypeSH
Market value$12.24M
0.36%
Sole
199.11K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$9.68M
0.28%
Sole
2.25M
Shared
0.00
None
0.00
LCI INDUSTRIES
SOLEShares35.32K
TypeSH
Market value$3.22M
0.09%
Sole
35.32K
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares10K
TypeSH
Market value$2.96M
0.09%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES SCHWAB CORPORATIONSOLE | COM | 3.20M | SH | $291.68M 8.53% | 3.20M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 49K | SH | $283.69M 8.30% | 49K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 3.99M | SH | $271.74M 7.95% | 3.99M | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 807.71K | SH | $257.64M 7.54% | 807.71K | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 941.52K | SH | $251.25M 7.35% | 941.52K | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.67M | SH | $237.51M 6.95% | 2.67M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 945.01K | SH | $224.93M 6.58% | 945.01K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 1.21M | SH | $208.66M 6.10% | 1.21M | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.58M | SH | $196.02M 5.73% | 2.58M | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 724.08K | SH | $172.72M 5.05% | 724.08K | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 866.58K | SH | $156.26M 4.57% | 866.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 320.88K | SH | $155.87M 4.56% | 320.88K | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 839.68K | SH | $136.40M 3.99% | 839.68K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 176.00 | SH | $128.27M 3.75% | 176.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 1.18M | SH | $120.89M 3.54% | 1.18M | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.42M | SH | $88.78M 2.60% | 1.42M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.33K | SH | $83.68M 2.45% | 11.33K | 0.00 | 0.00 |
WILLSCOT HOLDINGS CORP CLASS ASOLE | COM | 2.57M | SH | $70.54M 2.06% | 2.57M | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.94M | SH | $21.69M 0.63% | 1.94M | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $15.73M 0.46% | 1.10M | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 136K | SH | $12.55M 0.37% | 136K | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 199.11K | SH | $12.24M 0.36% | 199.11K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $9.68M 0.28% | 2.25M | 0.00 | 0.00 |
LCI INDUSTRIESSOLE | COM | 35.32K | SH | $3.22M 0.09% | 35.32K | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 10K | SH | $2.96M 0.09% | 10K | 0.00 | 0.00 |
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