Timucuan Asset Management Inc/fl
Investment Portfolio & 13F Holdings Analysis
About
TIMUCUAN ASSET MANAGEMENT INC/FL is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 30 holdings worth $3.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001034541
- Manager Name
- Timucuan Asset Management Inc/fl
Data Enrichment
97% identified29 identified1 unidentified
Holdings
30 positions
Manager:
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88023U101
Shares:
4264299(+0.6%)
Value:
$255.3B(+6.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
989.6K | All Managers (Combined) | $280.1M | |||
3.3M | All Managers (Combined) | $256.1M | |||
(cusip88023U101)✕ | 4.3M | All Managers (Combined) | $255.3M | ||
49.5K | All Managers (Combined) | $228.1M | |||
808.8K | All Managers (Combined) | $217.6M | |||
Fiserv Inc(FIcusip337738108) | 915.0K | YoY NEW(+915.0K) | All Managers (Combined) | $202.1M | YoY NEW(+$202.1M) |
945.5K | All Managers (Combined) | $190.7M | |||
2.4M | All Managers (Combined) | $190.4M | |||
2.4M | All Managers (Combined) | $185.6M | |||
335.2K | All Managers (Combined) | $178.5M | |||
713.2K | YoY NEW(+713.2K) | All Managers (Combined) | $157.5M | YoY NEW(+$157.5M) | |
186 | QoQ -7.92% (-16)YoY -15.83% (-35) | All Managers (Combined) | $148.5M | ||
Alphabet Inc.(GOOGcusip02079K107) | 792.1K | All Managers (Combined) | $123.7M | ||
859.3K | All Managers (Combined) | $121.1M | |||
1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $90.8M | YoY NEW(+$90.8M) | |
500.3K | QoQ NEW(+500.3K) YoY NEW(+500.3K) | All Managers (Combined) | $85.8M | QoQ NEW(+$85.8M) YoY NEW(+$85.8M) | |
Moelis & Co(MCcusip60786M105) | 1.4M | All Managers (Combined) | $82.7M | ||
11.3K | All Managers (Combined) | $82.0M | |||
2.6M | YoY NEW(+2.6M) | All Managers (Combined) | $71.2M | YoY NEW(+$71.2M) | |
1.9M | All Managers (Combined) | $15.5M |