13F HOLDINGS REPORT
TIMUCUAN ASSET MANAGEMENT INC/FL
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001034541-25-000008
Total Value
$3.41B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB CORPORATION | SCHW-PJ | 3,131,888 | $299.0M | 8.76% |
| 2 | THOR INDS INC COM | 885160101 | 2,658,436 | $275.7M | 8.08% |
| 3 | SOMNIGROUP INTERNATIONAL | SGI | 3,114,751 | $262.7M | 7.70% |
| 4 | BOOKING HLDGS INC | BKNG | 48,356 | $261.1M | 7.65% |
| 5 | ANALOG DEVICES INC | ADI | 937,259 | $230.3M | 6.75% |
| 6 | PROGRESSIVE CORPORATION | 743315103 | 931,923 | $230.1M | 6.74% |
| 7 | INSTALLED BUILDING PRODUCTS IN | 45780R101 | 860,580 | $212.3M | 6.22% |
| 8 | FISERV INC | FISV | 1,561,524 | $201.3M | 5.90% |
| 9 | AMERICAN EXPRESS CO COM | AXP | 586,471 | $194.8M | 5.71% |
| 10 | FLOOR AND DECOR HOLDINGS INC | FND | 2,577,739 | $190.0M | 5.57% |
| 11 | ASBURY AUTOMOTIVE GROUP | ABG | 725,561 | $177.4M | 5.20% |
| 12 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 318,022 | $159.9M | 4.69% |
| 13 | ARISTA NETWORKS INC | ANET | 954,469 | $139.1M | 4.08% |
| 14 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 172 | $129.7M | 3.80% |
| 15 | ARMSTRONG WORLD INDUSTRIES INC | AWI | 583,488 | $114.4M | 3.35% |
| 16 | MOELIS AND COMPANY | MC | 1,421,715 | $101.4M | 2.97% |
| 17 | NVR INC | NVR | 11,361 | $91.3M | 2.67% |
| 18 | WILLSCOT HOLDINGS CORP CLASS A | WSC | 2,636,203 | $55.7M | 1.63% |
| 19 | CANADA GOOSE HOLDINGS INC | GOOS | 1,937,925 | $26.7M | 0.78% |
| 20 | PATRICK INDUSTRIES INC | 703343103 | 136,000 | $14.1M | 0.41% |
| 21 | BURFORD CAPITAL LTD | BUR | 1,103,016 | $13.2M | 0.39% |
| 22 | LAKELAND FINANCIAL CORPORATION | 511656100 | 199,761 | $12.8M | 0.38% |
| 23 | CLARIVATE PLC | CLVT | 2,250,000 | $8.6M | 0.25% |
| 24 | IES HOLDINGS INC | IESC | 10,000 | $4.0M | 0.12% |
| 25 | LCI INDUSTRIES | 50189K103 | 35,318 | $3.3M | 0.10% |
| 26 | SMURFIT WESTROCK PLC | SW | 45,000 | $1.9M | 0.06% |
| 27 | WHIRLPOOL CORP | WHR-PA | 17,500 | $1.4M | 0.04% |
| 28 | GERMAN AMERICAN BANCORP INC | 373865104 | 15,000 | $589,050 | 0.02% |