Timucuan Asset Management as of Sept. 30, 2025
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 8.8 | $299M | 3.1M | 95.47 | |
| Thor Industries (THO) | 8.1 | $276M | 2.7M | 103.69 | |
| Tempur-Pedic International (SGI) | 7.7 | $263M | 3.1M | 84.33 | |
| Booking Holdings (BKNG) | 7.7 | $261M | 48k | 5399.29 | |
| Analog Devices (ADI) | 6.7 | $230M | 937k | 245.70 | |
| Progressive Corporation (PGR) | 6.7 | $230M | 932k | 246.95 | |
| Installed Bldg Prods (IBP) | 6.2 | $212M | 861k | 246.66 | |
| Fiserv (FI) | 5.9 | $201M | 1.6M | 128.93 | |
| American Express Company (AXP) | 5.7 | $195M | 587k | 332.16 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.6 | $190M | 2.6M | 73.70 | |
| Asbury Automotive (ABG) | 5.2 | $177M | 726k | 244.45 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $160M | 318k | 502.74 | |
| Arista Networks (ANET) | 4.1 | $139M | 955k | 145.71 | |
| Berkshire Hathaway (BRK.A) | 3.8 | $130M | 172.00 | 754200.00 | |
| Armstrong World Industries (AWI) | 3.4 | $114M | 584k | 196.01 | |
| Moelis & Co (MC) | 3.0 | $101M | 1.4M | 71.32 | |
| NVR (NVR) | 2.7 | $91M | 11k | 8034.40 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 1.6 | $56M | 2.6M | 21.11 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.8 | $27M | 1.9M | 13.79 | |
| Patrick Industries (PATK) | 0.4 | $14M | 136k | 103.43 | |
| Burford Cap (BUR) | 0.4 | $13M | 1.1M | 11.96 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $13M | 200k | 64.20 | |
| Clarivate Analytics Plc sn (CLVT) | 0.3 | $8.6M | 2.3M | 3.83 | |
| Ies Hldgs (IESC) | 0.1 | $4.0M | 10k | 397.65 | |
| Lci Industries (LCII) | 0.1 | $3.3M | 35k | 93.15 | |
| Smurfit WestRock (SW) | 0.1 | $1.9M | 45k | 42.57 | |
| Whirlpool Corporation (WHR) | 0.0 | $1.4M | 18k | 78.60 | |
| German American Ban (GABC) | 0.0 | $589k | 15k | 39.27 |
