Timucuan Asset Management Inc/fl

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: 0001034541
Manager Name: Timucuan Asset Management Inc/fl

Data Enrichment

97% identified

29 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

30 positions • $3,216,289.222K total value

30 positions

Manager:

SEC FilingSEC DataHachi Filing

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Burford Capital Ltd

BUR|G17977110

1103573(+0.0%)

Value:

$14.6B(+3.6%)

LAKELAND FINANCIAL CORP

LKFN|511656100

199111(+5.7%)

Value:

$11.8B(-8.7%)

PATRICK INDUSTRIES INC

PATK|703343103

136000(+7.9%)

Value:

$11.5B(+9.8%)

CLARIVATE PLC

CLVT|G21810109

2254318

Value:

$8.9B

IES Holdings, Inc.

IESC|44951W106

10000

Value:

$1.7B

Smurfit Westrock plc

SW|G8267P108

35000(+0.0%)

Value:

$1.6B(-16.3%)

WHIRLPOOL CORP /DE/

WHR|963320106

12500(+66.7%)

Value:

$1.1B(+31.2%)

LCI INDUSTRIES

LCII|50189K103

10818(+0.0%)

Value:

$945.8M(-15.4%)

GERMAN AMERICAN BANCORP, INC.

GABC|373865104

15000(+0.0%)

Value:

$562.5M(-6.8%)

Alphabet Inc.

GOOGL|02079K305

1856(+0.0%)

Value:

$287.0M(-18.3%)

Instrument	Shares		Other Manager	Value
Burford Capital Ltd(BURcusipG17977110)	1.1M	QoQ +0.03% (+365) YoY +0.03% (-365)	All Managers (Combined)	$14.6M	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	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	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	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	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	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	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	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	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	QoQ -18.30% (-$64.3K) YoY +5.12% (+$14.0K)