Timucuan Asset Management Inc/Fl Top Holdings and 13F Report (2025) About Timucuan Asset Management Inc/FlInvestment ActivityTimucuan Asset Management Inc/Fl has $3.42 billion in total holdings as of June 30, 2025.Timucuan Asset Management Inc/Fl owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.71% of the portfolio was purchased this quarter.About 5.36% of the portfolio was sold this quarter.This quarter, Timucuan Asset Management Inc/Fl has purchased 30 new stocks and bought additional shares in 12 stocks.Timucuan Asset Management Inc/Fl sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Charles Schwab $291,678,814Booking $283,694,290Tempur Sealy International $271,738,272American Express $257,643,221Progressive $251,252,916 Largest Purchases this Quarter Installed Building Products 366,250 shares (about $66.04M)Fiserv 295,248 shares (about $50.90M)Thor Industries 225,997 shares (about $20.07M)Floor & Decor 214,151 shares (about $16.27M)Asbury Automotive Group 10,924 shares (about $2.61M) Largest Sales this Quarter Tempur Sealy International 271,084 shares (about $18.45M)Progressive 48,064 shares (about $12.83M)Berkshire Hathaway 10 shares (about $7.29M)Berkshire Hathaway 14,368 shares (about $6.98M)Charles Schwab 75,288 shares (about $6.87M) 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 PortfolioSectorSCHWCharles Schwab$291,678,814$6,869,278 ▼-2.3%3,196,8308.5%FinanceBKNGBooking$283,694,290$2,998,809 ▼-1.0%49,0048.3%Retail/WholesaleTPXTempur Sealy International$271,738,272$18,447,266 ▼-6.4%3,993,2157.9%Retail/WholesaleAXPAmerican Express$257,643,221$357,257 ▼-0.1%807,7107.5%FinancePGRProgressive$251,252,916$12,826,357 ▼-4.9%941,5167.3%FinanceTHOThor Industries$237,513,268$20,070,792 ▲9.2%2,674,3986.9%ConstructionADIAnalog Devices$224,930,533$112,345 ▼0.0%945,0076.6%Computer and TechnologyFIFiserv$208,656,616$50,903,708 ▲32.3%1,210,2356.1%Business ServicesFNDFloor & Decor$196,023,060$16,266,910 ▲9.0%2,580,6095.7%Retail/WholesaleABGAsbury Automotive Group$172,722,520$2,605,811 ▲1.5%724,0825.1%Retail/WholesaleIBPInstalled Building Products$156,261,165$66,042,200 ▲73.2%866,5774.6%ConstructionBRK.BBerkshire Hathaway$155,874,539$6,979,551 ▼-4.3%320,8814.6%FinanceAWIArmstrong World Industries$136,397,043$3,181,876 ▼-2.3%839,6764.0%ConstructionBRK.ABerkshire Hathaway$128,268,800$7,288,000 ▼-5.4%1763.8%FinanceARISTA NETWORKS INC$120,885,633$1,004,275 ▲0.8%1,181,5623.5%COMMCMoelis & Company$88,776,499$465,219 ▲0.5%1,424,5272.6%FinanceNVRNVR$83,676,817$103,396 ▲0.1%11,3302.4%ConstructionWSCWillScot$70,539,108$360,173 ▲0.5%2,574,4202.1%FinanceGOOSCanada Goose$21,685,381$115,425 ▼-0.5%1,937,9250.6%Retail/WholesaleBURBurford Capital$15,729,008$7,943 ▼-0.1%1,103,0160.5%FinancePATKPatrick Industries$12,548,7200.0%136,0000.4%ConstructionLKFNLakeland Financial$12,235,3710.0%199,1110.4%FinanceCLVTClarivate$9,675,000$18,567 ▼-0.2%2,250,0000.3%Computer and TechnologyLCIILCI Industries$3,220,648$2,234,155 ▲226.5%35,3180.1%Auto/Tires/TrucksIESCIES$2,962,3000.0%10,0000.1%Computer and TechnologySMURFIT WESTROCK PLC$1,941,750$431,500 ▲28.6%45,0000.1%COMWHRWhirlpool$1,774,850$507,100 ▲40.0%17,5000.1%Consumer DiscretionaryGABCGerman American Bancorp$577,6500.0%15,0000.0%FinanceGOOGAlphabet$0$123,742,556 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$287,012 ▼-100.0%00.0%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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