Timucuan Asset Management as of June 30, 2025
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 8.5 | $292M | 3.2M | 91.24 | |
| Booking Holdings (BKNG) | 8.3 | $284M | 49k | 5789.21 | |
| Tempur-Pedic International (SGI) | 7.9 | $272M | 4.0M | 68.05 | |
| American Express Company (AXP) | 7.5 | $258M | 808k | 318.98 | |
| Progressive Corporation (PGR) | 7.3 | $251M | 942k | 266.86 | |
| Thor Industries (THO) | 6.9 | $238M | 2.7M | 88.81 | |
| Analog Devices (ADI) | 6.6 | $225M | 945k | 238.02 | |
| Fiserv (FI) | 6.1 | $209M | 1.2M | 172.41 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.7 | $196M | 2.6M | 75.96 | |
| Asbury Automotive (ABG) | 5.1 | $173M | 724k | 238.54 | |
| Installed Bldg Prods (IBP) | 4.6 | $156M | 867k | 180.32 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $156M | 321k | 485.77 | |
| Armstrong World Industries (AWI) | 4.0 | $136M | 840k | 162.44 | |
| Berkshire Hathaway (BRK.A) | 3.8 | $128M | 176.00 | 728800.00 | |
| Arista Networks (ANET) | 3.5 | $121M | 1.2M | 102.31 | |
| Moelis & Co (MC) | 2.6 | $89M | 1.4M | 62.32 | |
| NVR (NVR) | 2.4 | $84M | 11k | 7385.42 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 2.1 | $71M | 2.6M | 27.40 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.6 | $22M | 1.9M | 11.19 | |
| Burford Cap (BUR) | 0.5 | $16M | 1.1M | 14.26 | |
| Patrick Industries (PATK) | 0.4 | $13M | 136k | 92.27 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $12M | 199k | 61.45 | |
| Clarivate Analytics Plc sn (CLVT) | 0.3 | $9.7M | 2.3M | 4.30 | |
| Lci Industries (LCII) | 0.1 | $3.2M | 35k | 91.19 | |
| Ies Hldgs (IESC) | 0.1 | $3.0M | 10k | 296.23 | |
| Smurfit WestRock (SW) | 0.1 | $1.9M | 45k | 43.15 | |
| Whirlpool Corporation (WHR) | 0.1 | $1.8M | 18k | 101.42 | |
| German American Ban (GABC) | 0.0 | $578k | 15k | 38.51 |
