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

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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PROGRESSIVE CORP/OH/

PGR|743315103

989580(-7.2%)

Value:

$280.1B(+9.6%)

SCHWAB CHARLES CORP

SCHW|808513105

3272118(-0.2%)

Value:

$256.1B(+5.5%)

88023U101

4264299(+0.6%)

Value:

$255.3B(+6.3%)

Booking Holdings Inc.

BKNG|09857L108

49522(+0.5%)

Value:

$228.1B(-6.8%)

AMERICAN EXPRESS CO

AXP|025816109

808830(-17.1%)

Value:

$217.6B(-24.8%)

FISERV INC

FI|337738108

914987(+13.4%)

Value:

$202.1B(+21.9%)

ANALOG DEVICES INC

ADI|032654105

945479(+1.0%)

Value:

$190.7B(-4.2%)

Floor & Decor Holdings, Inc.

FND|339750101

2366458(+32.1%)

Value:

$190.4B(+6.6%)

THOR INDUSTRIES INC

THO|885160101

2448401(+20.1%)

Value:

$185.6B(-4.9%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

335249(-1.1%)

Value:

$178.5B(+16.1%)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

713158(+0.7%)

Value:

$157.5B(-8.4%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

186(-7.9%)

Value:

$148.5B(+8.0%)

Alphabet Inc.

GOOG|02079K107

792054(-0.8%)

Value:

$123.7B(-18.7%)

ARMSTRONG WORLD INDUSTRIES INC

AWI|04247X102

859264(-7.0%)

Value:

$121.1B(-7.3%)

Arista Networks, Inc.

ANET|040413205

1171746(+0.3%)

Value:

$90.8B(-29.7%)

Installed Building Products, Inc.

IBP|45780R101

500327

Value:

$85.8B

Moelis & Co

MC|60786M105

1417062(-29.1%)

Value:

$82.7B(-44.0%)

NVR INC

NVR|62944T105

11316(+2.1%)

Value:

$82.0B(-9.5%)

WillScot Holdings Corp

WSC|971378104

2561275(+1.6%)

Value:

$71.2B(-15.5%)

Canada Goose Holdings Inc.

GOOS|135086106

1948240(+10.8%)

Value:

$15.5B(-12.2%)

Instrument	Shares		Other Manager	Value
Progressive Corp/Oh/(PGRcusip743315103)	989.6K	QoQ -7.24% (-77.3K) YoY -20.21% (-250.7K)	All Managers (Combined)	$280.1M	QoQ +9.55% (-$24.4M) YoY +9.17% (-$23.5M)
Schwab Charles Corp(SCHWcusip808513105)	3.3M	QoQ -0.24% (-7.9K) YoY +0.91% (+29.8K)	All Managers (Combined)	$256.1M	QoQ +5.51% (-$13.4M) YoY +9.20% (+$21.6M)
(cusip88023U101)✕	4.3M	QoQ +0.60% (+25.5K) YoY +3.71% (+152.8K)	All Managers (Combined)	$255.3M	QoQ +6.26% (+$15.1M) YoY +9.30% (+$21.7M)
Booking Holdings Inc.(BKNGcusip09857L108)	49.5K	QoQ +0.49% (-244) YoY -22.13% (-14.1K)	All Managers (Combined)	$228.1M	QoQ -6.81% (-$16.7M) YoY -1.12% (-$2.6M)
American Express Co(AXPcusip025816109)	808.8K	QoQ -17.08% (-166.7K) YoY -18.59% (-184.8K)	All Managers (Combined)	$217.6M	QoQ -24.83% (-$71.9M) YoY -3.80% (-$8.6M)
Fiserv Inc(FIcusip337738108)	915.0K	QoQ +13.38% (+108.0K) YoY NEW(+915.0K)	All Managers (Combined)	$202.1M	QoQ +21.89% (+$36.3M) YoY NEW(+$202.1M)
Analog Devices Inc(ADIcusip032654105)	945.5K	QoQ +0.96% (-9.1K) YoY +1.36% (+12.8K)	All Managers (Combined)	$190.7M	QoQ -4.16% (-$8.3M) YoY +3.35% (+$6.2M)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	2.4M	QoQ +32.13% (+575.5K) YoY +35.09% (-614.8K)	All Managers (Combined)	$190.4M	QoQ +6.64% (+$11.9M) YoY -16.12% (-$36.6M)
Thor Industries Inc(THOcusip885160101)	2.4M	QoQ +20.09% (-409.6K) YoY +42.81% (-734.0K)	All Managers (Combined)	$185.6M	QoQ -4.87% (-$9.5M) YoY -7.73% (-$15.6M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	335.2K	QoQ -1.13% (-3.9K) YoY -1.10% (-3.8K)	All Managers (Combined)	$178.5M	QoQ +16.15% (-$24.8M) YoY +25.24% (-$36.0M)
Asbury Automotive Group Inc(ABGcusip043436104)	713.2K	QoQ +0.74% (-5.3K) YoY NEW(+713.2K)	All Managers (Combined)	$157.5M	QoQ -8.45% (-$14.5M) YoY NEW(+$157.5M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	186	QoQ -7.92% (-16) YoY -15.83% (-35)	All Managers (Combined)	$148.5M	QoQ +7.97% (-$11.0M) YoY +5.91% (-$8.3M)
Alphabet Inc.(GOOGcusip02079K107)	792.1K	QoQ -0.84% (-6.8K) YoY -0.69% (-5.6K)	All Managers (Combined)	$123.7M	QoQ -18.66% (-$28.4M) YoY +1.89% (-$2.3M)
Armstrong World Industries Inc(AWIcusip04247X102)	859.3K	QoQ -7.03% (-65.0K) YoY -25.58% (-295.5K)	All Managers (Combined)	$121.1M	QoQ -7.33% (-$9.6M) YoY -15.60% (-$22.4M)
Arista Networks, Inc.(ANETcusip040413205)	1.2M	QoQ +0.26% (-3.1K) YoY NEW(+1.2M)	All Managers (Combined)	$90.8M	QoQ -29.71% (-$38.4M) YoY NEW(+$90.8M)
Installed Building Products, Inc.(IBPcusip45780R101)	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	QoQ -29.09% (-581.5K) YoY -53.19% (-1.6M)	All Managers (Combined)	$82.7M	QoQ -43.98% (-$65.0M) YoY -51.88% (-$89.2M)
Nvr Inc(NVRcusip62944T105)	11.3K	QoQ +2.12% (-236) YoY -24.20% (-3.6K)	All Managers (Combined)	$82.0M	QoQ -9.53% (-$8.6M) YoY -32.20% (-$38.9M)
Willscot Holdings Corp(WSCcusip971378104)	2.6M	QoQ +1.65% (-41.8K) YoY NEW(+2.6M)	All Managers (Combined)	$71.2M	QoQ -15.51% (-$13.1M) YoY NEW(+$71.2M)
Canada Goose Holdings Inc.(GOOScusip135086106)	1.9M	QoQ +10.78% (-189.7K) YoY +10.74% (-188.9K)	All Managers (Combined)	$15.5M	QoQ -12.18% (-$2.1M) YoY -26.99% (-$5.7M)