Filed: 11/13/2025ACC: 0001034541-25-000008
📋 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 $3.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$3.41B
Total AUM (reported)
28.81M
Total Shares
Allocation by class
COM$3.41B100.0%
Portfolio Concentration
Top 3$837.32M24.5%
4–10$1.52B44.5%
11–25$1.05B30.8%
Rest$3.88M0.1%
Top 3 weight
24.5%
Top 10 weight
69.1%
Voting Authority Distribution
Total shares with voting rights: 28.81M
Sole
Full voting authority
28.81M
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
SOLEShares3.13M
TypeSH
Market value$299.00M
8.76%
Sole
3.13M
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.66M
TypeSH
Market value$275.65M
8.08%
Sole
2.66M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares3.11M
TypeSH
Market value$262.67M
7.70%
Sole
3.11M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares48.36K
TypeSH
Market value$261.09M
7.65%
Sole
48.36K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares937.26K
TypeSH
Market value$230.28M
6.75%
Sole
937.26K
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares931.92K
TypeSH
Market value$230.14M
6.74%
Sole
931.92K
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares860.58K
TypeSH
Market value$212.27M
6.22%
Sole
860.58K
Shared
0.00
None
0.00
FISERV INC
SOLEShares1.56M
TypeSH
Market value$201.33M
5.90%
Sole
1.56M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares586.47K
TypeSH
Market value$194.80M
5.71%
Sole
586.47K
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.58M
TypeSH
Market value$189.98M
5.57%
Sole
2.58M
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares725.56K
TypeSH
Market value$177.36M
5.20%
Sole
725.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares318.02K
TypeSH
Market value$159.88M
4.69%
Sole
318.02K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares954.47K
TypeSH
Market value$139.08M
4.08%
Sole
954.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares172.00
TypeSH
Market value$129.72M
3.80%
Sole
172.00
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares583.49K
TypeSH
Market value$114.37M
3.35%
Sole
583.49K
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.42M
TypeSH
Market value$101.40M
2.97%
Sole
1.42M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.36K
TypeSH
Market value$91.28M
2.67%
Sole
11.36K
Shared
0.00
None
0.00
WILLSCOT HOLDINGS CORP CLASS A
SOLEShares2.64M
TypeSH
Market value$55.65M
1.63%
Sole
2.64M
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.94M
TypeSH
Market value$26.72M
0.78%
Sole
1.94M
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares136K
TypeSH
Market value$14.07M
0.41%
Sole
136K
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$13.19M
0.39%
Sole
1.10M
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares199.76K
TypeSH
Market value$12.82M
0.38%
Sole
199.76K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$8.62M
0.25%
Sole
2.25M
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares10K
TypeSH
Market value$3.98M
0.12%
Sole
10K
Shared
0.00
None
0.00
LCI INDUSTRIES
SOLEShares35.32K
TypeSH
Market value$3.29M
0.10%
Sole
35.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES SCHWAB CORPORATIONSOLE | COM | 3.13M | SH | $299.00M 8.76% | 3.13M | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.66M | SH | $275.65M 8.08% | 2.66M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 3.11M | SH | $262.67M 7.70% | 3.11M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 48.36K | SH | $261.09M 7.65% | 48.36K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 937.26K | SH | $230.28M 6.75% | 937.26K | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 931.92K | SH | $230.14M 6.74% | 931.92K | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 860.58K | SH | $212.27M 6.22% | 860.58K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 1.56M | SH | $201.33M 5.90% | 1.56M | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 586.47K | SH | $194.80M 5.71% | 586.47K | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.58M | SH | $189.98M 5.57% | 2.58M | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 725.56K | SH | $177.36M 5.20% | 725.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 318.02K | SH | $159.88M 4.69% | 318.02K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 954.47K | SH | $139.08M 4.08% | 954.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 172.00 | SH | $129.72M 3.80% | 172.00 | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 583.49K | SH | $114.37M 3.35% | 583.49K | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.42M | SH | $101.40M 2.97% | 1.42M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.36K | SH | $91.28M 2.67% | 11.36K | 0.00 | 0.00 |
WILLSCOT HOLDINGS CORP CLASS ASOLE | COM | 2.64M | SH | $55.65M 1.63% | 2.64M | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.94M | SH | $26.72M 0.78% | 1.94M | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 136K | SH | $14.07M 0.41% | 136K | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $13.19M 0.39% | 1.10M | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 199.76K | SH | $12.82M 0.38% | 199.76K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $8.62M 0.25% | 2.25M | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 10K | SH | $3.98M 0.12% | 10K | 0.00 | 0.00 |
LCI INDUSTRIESSOLE | COM | 35.32K | SH | $3.29M 0.10% | 35.32K | 0.00 | 0.00 |
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