TIMUCUAN ASSET MANAGEMENT INC/FL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 3.13M | $299.00M |
 | THO | 2.66M | $275.65M |
 | WSC | 2.64M | $55.65M |
 | FND | 2.58M | $189.98M |
 | CLVT | 2.25M | $8.62M |
 | GOOS | 1.94M | $26.72M |
 | FI | 1.56M | $201.33M |
 | MC | 1.42M | $101.40M |
 | BUR | 1.10M | $13.19M |
 | ANET | 954K | $139.08M |
 | ADI | 937K | $230.28M |
 | PGR | 932K | $230.14M |
 | IBP | 861K | $212.27M |
 | ABG | 726K | $177.36M |
 | AXP | 586K | $194.80M |
 | AWI | 583K | $114.37M |
 | BRK-B | 318K | $159.88M |
 | LKFN | 200K | $12.82M |
 | PATK | 136K | $14.07M |
 | BKNG | 48K | $261.09M |
The Charles Schwab Corporation
SCHW
Shares Held
3.13M
Value
$299.00M
Thor Industries, Inc.
THO
Shares Held
2.66M
Value
$275.65M
WillScot Holdings Corporation
WSC
Shares Held
2.64M
Value
$55.65M
Floor & Decor Holdings, Inc.
FND
Shares Held
2.58M
Value
$189.98M
Clarivate Plc
CLVT
Shares Held
2.25M
Value
$8.62M
Canada Goose Holdings Inc.
GOOS
Shares Held
1.94M
Value
$26.72M
Fiserv, Inc.
FI
Shares Held
1.56M
Value
$201.33M
Moelis & Company
MC
Shares Held
1.42M
Value
$101.40M
Burford Capital Limited
BUR
Shares Held
1.10M
Value
$13.19M
Arista Networks, Inc.
ANET
Shares Held
954K
Value
$139.08M
Analog Devices, Inc.
ADI
Shares Held
937K
Value
$230.28M
The Progressive Corporation
PGR
Shares Held
932K
Value
$230.14M
Installed Building Products, Inc.
IBP
Shares Held
861K
Value
$212.27M
Asbury Automotive Group, Inc.
ABG
Shares Held
726K
Value
$177.36M
American Express Company
AXP
Shares Held
586K
Value
$194.80M
Armstrong World Industries, Inc.
AWI
Shares Held
583K
Value
$114.37M
Berkshire Hathaway Inc.
BRK-B
Shares Held
318K
Value
$159.88M
Lakeland Financial Corporation
LKFN
Shares Held
200K
Value
$12.82M
Patrick Industries, Inc.
PATK
Shares Held
136K
Value
$14.07M
Booking Holdings Inc.
BKNG
Shares Held
48K
Value
$261.09M