Timucuan-Asset-Management-Incfl

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MC",
  "NVR",
  "PATK",
  "GOOGL",
  null,
  "AXP",
  "ABG",
  "LCII",
  "GABC",
  "BKNG",
  "FND",
  "ANET",
  "PGR",
  "SCHW",
  "GOOS",
  "AWI",
  "THO",
  "FI",
  "IESC",
  "IBP",
  "LKFN",
  "WHR",
  "WSC",
  "SW",
  "BRK-A",
  "BRK-B",
  "BUR",
  "CLVT",
  "ADI",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 30
Total Value: 3216289222
Accession Number: 0001034541-25-000003
Form Type: 13F-HR
CIK: timucuan-asset-management-incfl
Manager Name: Timucuan-Asset-Management-Incfl

Data Enrichment

97% identified

29 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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Burford Capital Ltd

BUR|G17977110

Shares:1.1M

Value:$14.6M

% of Portfolio:0.5% ($14.6M/$3.2B)

LAKELAND FINANCIAL CORP

LKFN|511656100

Shares:199.1K

Value:$11.8M

% of Portfolio:0.4% ($11.8M/$3.2B)

PATRICK INDUSTRIES INC

PATK|703343103

Shares:136.0K

Value:$11.5M

% of Portfolio:0.4% ($11.5M/$3.2B)

CLARIVATE PLC

CLVT|G21810109

Shares:2.3M

Value:$8.9M

% of Portfolio:0.3% ($8.9M/$3.2B)

IES Holdings, Inc.

IESC|44951W106

Shares:10.0K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$3.2B)

Smurfit Westrock plc

SW|G8267P108

Shares:35.0K

Value:$1.6M

% of Portfolio:0.0% ($1.6M/$3.2B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:12.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$3.2B)

LCI INDUSTRIES

LCII|50189K103

Shares:10.8K

Value:$945.8K

% of Portfolio:0.0% ($945.8K/$3.2B)

GERMAN AMERICAN BANCORP, INC.

GABC|373865104

Shares:15.0K

Value:$562.5K

% of Portfolio:0.0% ($562.5K/$3.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9K

Value:$287.0K

% of Portfolio:0.0% ($287.0K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Burford Capital Ltd(BURcusipG17977110)	1.1M	QoQ +0.03% (+365) YoY +0.03% (-365)	All Managers (Combined)	$14.6M	0.5% ($14.6M/$3.2B)	QoQ +3.64% (+$512.3K) YoY -17.25% (-$3.0M)
LAKELAND FINANCIAL CORP(LKFNcusip511656100)	199.1K	QoQ +5.65% (-10.7K) YoY +6.01% (-11.3K)	All Managers (Combined)	$11.8M	0.4% ($11.8M/$3.2B)	QoQ -8.66% (-$1.1M) YoY -4.98% (-$620.5K)
PATRICK INDUSTRIES INC(PATKcusip703343103)	136.0K	QoQ +7.93% (+10.0K) YoY +61.90% (+52.0K)	All Managers (Combined)	$11.5M	0.4% ($11.5M/$3.2B)	QoQ +9.85% (+$1.0M) YoY +14.59% (+$1.5M)
CLARIVATE PLC(CLVTcusipG21810109)	2.3M	QoQ NEW(+2.3M) YoY NEW(+2.3M)	All Managers (Combined)	$8.9M	0.3% ($8.9M/$3.2B)	QoQ NEW(+$8.9M) YoY NEW(+$8.9M)
IES Holdings, Inc.(IESCcusip44951W106)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$3.2B)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
Smurfit Westrock plc(SWcusipG8267P108)	35.0K	QoQ 0.00% (-0) YoY NEW(+35.0K)	All Managers (Combined)	$1.6M	0.0% ($1.6M/$3.2B)	QoQ -16.33% (-$308.0K) YoY NEW(+$1.6M)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	12.5K	QoQ +66.66% (+5.0K) YoY NEW(+12.5K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$3.2B)	QoQ +31.21% (+$268.0K) YoY NEW(+$1.1M)
LCI INDUSTRIES(LCIIcusip50189K103)	10.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$945.8K	0.0% ($945.8K/$3.2B)	QoQ -15.43% (-$172.7K) YoY -28.95% (-$385.4K)
GERMAN AMERICAN BANCORP, INC.(GABCcusip373865104)	15.0K	QoQ 0.00% (-0) YoY NEW(+15.0K)	All Managers (Combined)	$562.5K	0.0% ($562.5K/$3.2B)	QoQ -6.76% (-$40.8K) YoY NEW(+$562.5K)
Alphabet Inc.(GOOGLcusip02079K305)	1.9K	QoQ 0.00% (-0) YoY +2.59% (+47)	All Managers (Combined)	$287.0K	0.0% ($287.0K/$3.2B)	QoQ -18.30% (-$64.3K) YoY +5.12% (+$14.0K)