13F HOLDINGS REPORT
TIMUCUAN ASSET MANAGEMENT INC/FL
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001034541-25-000005
Total Value
$3.42B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB CORPORATION | SCHW-PJ | 3,196,830 | $291.7M | 8.53% |
| 2 | BOOKING HLDGS INC | BKNG | 49,004 | $283.7M | 8.30% |
| 3 | SOMNIGROUP INTERNATIONAL | SGI | 3,993,215 | $271.7M | 7.95% |
| 4 | AMERICAN EXPRESS CO COM | AXP | 807,710 | $257.6M | 7.54% |
| 5 | PROGRESSIVE CORPORATION | 743315103 | 941,516 | $251.3M | 7.35% |
| 6 | THOR INDS INC COM | 885160101 | 2,674,398 | $237.5M | 6.95% |
| 7 | ANALOG DEVICES INC | ADI | 945,007 | $224.9M | 6.58% |
| 8 | FISERV INC | FISV | 1,210,235 | $208.7M | 6.10% |
| 9 | FLOOR AND DECOR HOLDINGS INC | FND | 2,580,609 | $196.0M | 5.73% |
| 10 | ASBURY AUTOMOTIVE GROUP | ABG | 724,082 | $172.7M | 5.05% |
| 11 | INSTALLED BUILDING PRODUCTS IN | 45780R101 | 866,577 | $156.3M | 4.57% |
| 12 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 320,881 | $155.9M | 4.56% |
| 13 | ARMSTRONG WORLD INDUSTRIES INC | AWI | 839,676 | $136.4M | 3.99% |
| 14 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 176 | $128.3M | 3.75% |
| 15 | ARISTA NETWORKS INC | ANET | 1,181,562 | $120.9M | 3.54% |
| 16 | MOELIS AND COMPANY | MC | 1,424,527 | $88.8M | 2.60% |
| 17 | NVR INC | NVR | 11,330 | $83.7M | 2.45% |
| 18 | WILLSCOT HOLDINGS CORP CLASS A | WSC | 2,574,420 | $70.5M | 2.06% |
| 19 | CANADA GOOSE HOLDINGS INC | GOOS | 1,937,925 | $21.7M | 0.63% |
| 20 | BURFORD CAPITAL LTD | BUR | 1,103,016 | $15.7M | 0.46% |
| 21 | PATRICK INDUSTRIES INC | 703343103 | 136,000 | $12.5M | 0.37% |
| 22 | LAKELAND FINANCIAL CORPORATION | 511656100 | 199,111 | $12.2M | 0.36% |
| 23 | CLARIVATE PLC | CLVT | 2,250,000 | $9.7M | 0.28% |
| 24 | LCI INDUSTRIES | 50189K103 | 35,318 | $3.2M | 0.09% |
| 25 | IES HOLDINGS INC | IESC | 10,000 | $3.0M | 0.09% |
| 26 | SMURFIT WESTROCK PLC | SW | 45,000 | $1.9M | 0.06% |
| 27 | WHIRLPOOL CORP | WHR-PA | 17,500 | $1.8M | 0.05% |
| 28 | GERMAN AMERICAN BANCORP INC | 373865104 | 15,000 | $577,650 | 0.02% |