Timucuan Asset Management as of March 31, 2025
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Progressive Corporation (PGR) | 8.7 | $280M | 990k | 283.01 | |
| Charles Schwab Corporation (SCHW) | 8.0 | $256M | 3.3M | 78.28 | |
| Tempur-Pedic International (SGI) | 7.9 | $255M | 4.3M | 59.88 | |
| Booking Holdings (BKNG) | 7.1 | $228M | 50k | 4606.88 | |
| American Express Company (AXP) | 6.8 | $218M | 809k | 269.05 | |
| Fiserv (FI) | 6.3 | $202M | 915k | 220.83 | |
| Analog Devices (ADI) | 5.9 | $191M | 946k | 201.67 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.9 | $190M | 2.4M | 80.47 | |
| Thor Industries (THO) | 5.8 | $186M | 2.4M | 75.81 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $179M | 335k | 532.58 | |
| Asbury Automotive (ABG) | 4.9 | $158M | 713k | 220.84 | |
| Berkshire Hathaway (BRK.A) | 4.6 | $149M | 186.00 | 798441.60 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $124M | 792k | 156.23 | |
| Armstrong World Industries (AWI) | 3.8 | $121M | 859k | 140.88 | |
| Arista Networks (ANET) | 2.8 | $91M | 1.2M | 77.48 | |
| Installed Bldg Prods (IBP) | 2.7 | $86M | 500k | 171.46 | |
| Moelis & Co (MC) | 2.6 | $83M | 1.4M | 58.36 | |
| NVR (NVR) | 2.5 | $82M | 11k | 7244.16 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 2.2 | $71M | 2.6M | 27.80 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.5 | $16M | 1.9M | 7.95 | |
| Burford Cap (BUR) | 0.5 | $15M | 1.1M | 13.21 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $12M | 199k | 59.44 | |
| Patrick Industries (PATK) | 0.4 | $12M | 136k | 84.56 | |
| Clarivate Analytics Plc sn (CLVT) | 0.3 | $8.9M | 2.3M | 3.93 | |
| Ies Hldgs (IESC) | 0.1 | $1.7M | 10k | 165.11 | |
| Smurfit WestRock (SW) | 0.0 | $1.6M | 35k | 45.06 | |
| Whirlpool Corporation (WHR) | 0.0 | $1.1M | 13k | 90.13 | |
| Lci Industries (LCII) | 0.0 | $946k | 11k | 87.43 | |
| German American Ban (GABC) | 0.0 | $563k | 15k | 37.50 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $287k | 1.9k | 154.64 |
