Timucuan Asset Management Inc/Fl Top Holdings and 13F Report (2025) About Timucuan Asset Management Inc/FlInvestment ActivityTimucuan Asset Management Inc/Fl has $3.22 billion in total holdings as of March 31, 2025.Timucuan Asset Management Inc/Fl owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 14.41% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Timucuan Asset Management Inc/Fl has purchased 26 new stocks and bought additional shares in 14 stocks.Timucuan Asset Management Inc/Fl sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Progressive $280,060,989Charles Schwab $256,141,436Tempur Sealy International $255,346,217Booking $228,142,102American Express $217,615,614 Largest New Holdings this Quarter 88023U101 - Tempur Sealy International $255,346,217 Holding45780R101 - Installed Building Products $85,786,067 HoldingG21810109 - Clarivate $8,859,470 Holding44951W106 - IES $1,651,100 Holding Largest Purchases this Quarter Tempur Sealy International 4,264,299 shares (about $255.35M)Installed Building Products 500,327 shares (about $85.79M)Floor & Decor 575,520 shares (about $46.31M)THOR Industries 409,636 shares (about $31.05M)Fiserv 108,027 shares (about $23.86M) Largest Sales this Quarter American Express 166,674 shares (about $44.84M)Moelis & Company 581,453 shares (about $33.93M)Progressive 77,319 shares (about $21.88M)Berkshire Hathaway 16 shares (about $12.78M)Armstrong World Industries 65,014 shares (about $9.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimucuan Asset Management Inc/Fl Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGRProgressive$280,060,989$21,882,047 ▼-7.2%989,5808.7%FinanceSCHWCharles Schwab$256,141,436$616,455 ▼-0.2%3,272,1188.0%FinanceTPXTempur Sealy International$255,346,217$255,346,217 ▲New Holding4,264,2997.9%Retail/WholesaleBKNGBooking$228,142,102$1,124,080 ▲0.5%49,5227.1%Retail/WholesaleAXPAmerican Express$217,615,614$44,843,620 ▼-17.1%808,8306.8%FinanceFIFiserv$202,056,579$23,855,602 ▲13.4%914,9876.3%Business ServicesADIAnalog Devices$190,674,722$1,826,323 ▲1.0%945,4795.9%Computer and TechnologyFNDFloor & Decor$190,428,875$46,312,094 ▲32.1%2,366,4585.9%Retail/WholesaleTHOTHOR Industries$185,613,264$31,054,503 ▲20.1%2,448,4015.8%ConstructionBRK.BBerkshire Hathaway$178,547,105$2,056,294 ▼-1.1%335,2495.6%FinanceABGAsbury Automotive Group$157,493,813$1,166,919 ▲0.7%713,1584.9%Retail/WholesaleBRK.ABerkshire Hathaway$148,510,138$12,775,066 ▼-7.9%1864.6%FinanceGOOGAlphabet$123,742,556$1,060,333 ▼-0.8%792,0543.8%Computer and TechnologyAWIArmstrong World Industries$121,053,176$9,159,177 ▼-7.0%859,2643.8%ConstructionARISTA NETWORKS INC$90,786,899$243,520 ▲0.3%1,171,7462.8%COMIBPInstalled Building Products$85,786,067$85,786,067 ▲New Holding500,3272.7%ConstructionMCMoelis & Company$82,699,716$33,933,588 ▼-29.1%1,417,0622.6%FinanceNVRNVR$81,974,859$1,709,621 ▲2.1%11,3162.5%ConstructionWSCWillScot Mobile Mini$71,203,445$1,160,678 ▲1.7%2,561,2752.2%FinanceGOOSCanada Goose$15,488,508$1,508,234 ▲10.8%1,948,2400.5%Retail/WholesaleBURBurford Capital$14,578,199$4,822 ▲0.0%1,103,5730.5%FinanceLKFNLakeland Financial$11,835,158$633,036 ▲5.7%199,1110.4%FinancePATKPatrick Industries$11,500,160$845,600 ▲7.9%136,0000.4%ConstructionCLVTClarivate$8,859,470$8,859,470 ▲New Holding2,254,3180.3%Computer and TechnologyIESCIES$1,651,100$1,651,100 ▲New Holding10,0000.1%Computer and TechnologySMURFIT WESTROCK PLC$1,577,1000.0%35,0000.0%COMWHRWhirlpool$1,126,625$450,650 ▲66.7%12,5000.0%Consumer DiscretionaryLCIILCI Industries$945,8180.0%10,8180.0%Auto/Tires/TrucksGABCGerman American Bancorp$562,5000.0%15,0000.0%FinanceGOOGLAlphabet$287,0120.0%1,8560.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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