Timucuan Asset Management Inc/fl

Filing Details

13F-HR2025-03-31
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
Manager Name
Timucuan Asset Management Inc/fl
Data Enrichment
97% identified
29 identified1 unidentified

Holdings

30 positions
Manager:
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Page 2 of 2
Burford Capital Ltd
Shares:
1103573(+0.0%)
Value:
$14.6B(+3.6%)
LAKELAND FINANCIAL CORP
Shares:
199111(+5.7%)
Value:
$11.8B(-8.7%)
PATRICK INDUSTRIES INC
Shares:
136000(+7.9%)
Value:
$11.5B(+9.8%)
CLARIVATE PLC
Shares:
2254318
Value:
$8.9B
IES Holdings, Inc.
Shares:
10000
Value:
$1.7B
Smurfit Westrock plc
Shares:
35000(+0.0%)
Value:
$1.6B(-16.3%)
WHIRLPOOL CORP /DE/
Shares:
12500(+66.7%)
Value:
$1.1B(+31.2%)
LCI INDUSTRIES
Shares:
10818(+0.0%)
Value:
$945.8M(-15.4%)
GERMAN AMERICAN BANCORP, INC.
Shares:
15000(+0.0%)
Value:
$562.5M(-6.8%)
Alphabet Inc.
Shares:
1856(+0.0%)
Value:
$287.0M(-18.3%)