Timucuan Asset Management Inc/fl

Investment Portfolio & 13F Holdings Analysis

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:
Search and click to pin securities to the top
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PROGRESSIVE CORP/OH/
Shares:
989580(-7.2%)
Value:
$280.1B(+9.6%)
SCHWAB CHARLES CORP
Shares:
3272118(-0.2%)
Value:
$256.1B(+5.5%)
88023U101
Shares:
4264299(+0.6%)
Value:
$255.3B(+6.3%)
Booking Holdings Inc.
Shares:
49522(+0.5%)
Value:
$228.1B(-6.8%)
AMERICAN EXPRESS CO
Shares:
808830(-17.1%)
Value:
$217.6B(-24.8%)
FISERV INC
Shares:
914987(+13.4%)
Value:
$202.1B(+21.9%)
ANALOG DEVICES INC
Shares:
945479(+1.0%)
Value:
$190.7B(-4.2%)
Floor & Decor Holdings, Inc.
Shares:
2366458(+32.1%)
Value:
$190.4B(+6.6%)
THOR INDUSTRIES INC
Shares:
2448401(+20.1%)
Value:
$185.6B(-4.9%)
BERKSHIRE HATHAWAY INC
Shares:
335249(-1.1%)
Value:
$178.5B(+16.1%)
ASBURY AUTOMOTIVE GROUP INC
Shares:
713158(+0.7%)
Value:
$157.5B(-8.4%)
BERKSHIRE HATHAWAY INC
Shares:
186(-7.9%)
Value:
$148.5B(+8.0%)
Alphabet Inc.
Shares:
792054(-0.8%)
Value:
$123.7B(-18.7%)
ARMSTRONG WORLD INDUSTRIES INC
Shares:
859264(-7.0%)
Value:
$121.1B(-7.3%)
Arista Networks, Inc.
Shares:
1171746(+0.3%)
Value:
$90.8B(-29.7%)
Installed Building Products, Inc.
Shares:
500327
Value:
$85.8B
Moelis & Co
Shares:
1417062(-29.1%)
Value:
$82.7B(-44.0%)
NVR INC
Shares:
11316(+2.1%)
Value:
$82.0B(-9.5%)
WillScot Holdings Corp
Shares:
2561275(+1.6%)
Value:
$71.2B(-15.5%)
Canada Goose Holdings Inc.
Shares:
1948240(+10.8%)
Value:
$15.5B(-12.2%)