13F HOLDINGS REPORT
TIMUCUAN ASSET MANAGEMENT INC/FL
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001034541-25-000003
Total Value
$3.22B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORPORATION | 743315103 | 989,580 | $280.1M | 8.71% |
| 2 | CHARLES SCHWAB CORPORATION | SCHW-PJ | 3,272,118 | $256.1M | 7.96% |
| 3 | SOMNIGROUP INTERNATIONAL | SGI | 4,264,299 | $255.3M | 7.94% |
| 4 | BOOKING HLDGS INC | BKNG | 49,522 | $228.1M | 7.09% |
| 5 | AMERICAN EXPRESS CO COM | AXP | 808,830 | $217.6M | 6.77% |
| 6 | FISERV INC | FISV | 914,987 | $202.1M | 6.28% |
| 7 | ANALOG DEVICES INC | ADI | 945,479 | $190.7M | 5.93% |
| 8 | FLOOR AND DECOR HOLDINGS INC | FND | 2,366,458 | $190.4M | 5.92% |
| 9 | THOR INDS INC COM | 885160101 | 2,448,401 | $185.6M | 5.77% |
| 10 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 335,249 | $178.5M | 5.55% |
| 11 | ASBURY AUTOMOTIVE GROUP | ABG | 713,158 | $157.5M | 4.90% |
| 12 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 186 | $148.5M | 4.62% |
| 13 | ALPHABET INC | GOOG | 792,054 | $123.7M | 3.85% |
| 14 | ARMSTRONG WORLD INDUSTRIES INC | AWI | 859,264 | $121.1M | 3.76% |
| 15 | ARISTA NETWORKS INC | ANET | 1,171,746 | $90.8M | 2.82% |
| 16 | INSTALLED BUILDING PRODUCTS IN | 45780R101 | 500,327 | $85.8M | 2.67% |
| 17 | MOELIS AND COMPANY | MC | 1,417,062 | $82.7M | 2.57% |
| 18 | NVR INC | NVR | 11,316 | $82.0M | 2.55% |
| 19 | WILLSCOT HOLDINGS CORP CLASS A | WSC | 2,561,275 | $71.2M | 2.21% |
| 20 | CANADA GOOSE HOLDINGS INC | GOOS | 1,948,240 | $15.5M | 0.48% |
| 21 | BURFORD CAPITAL LTD | BUR | 1,103,573 | $14.6M | 0.45% |
| 22 | LAKELAND FINANCIAL CORPORATION | 511656100 | 199,111 | $11.8M | 0.37% |
| 23 | PATRICK INDUSTRIES INC | 703343103 | 136,000 | $11.5M | 0.36% |
| 24 | CLARIVATE PLC | CLVT | 2,254,318 | $8.9M | 0.28% |
| 25 | IES HOLDINGS INC | IESC | 10,000 | $1.7M | 0.05% |
| 26 | SMURFIT WESTROCK PLC | SW | 35,000 | $1.6M | 0.05% |
| 27 | WHIRLPOOL CORP | WHR-PA | 12,500 | $1.1M | 0.04% |
| 28 | LCI INDUSTRIES | 50189K103 | 10,818 | $945,818 | 0.03% |
| 29 | GERMAN AMERICAN BANCORP INC | 373865104 | 15,000 | $562,500 | 0.02% |
| 30 | ALPHABET INC CAP STK CL A (GOO | GOOG | 1,856 | $287,012 | 0.01% |