TIMUCUAN ASSET MANAGEMENT INC/FL
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FND | 2.56M | $155.84M |
 | CLVT | 2.25M | $7.51M |
 | GOOS | 1.94M | $25.10M |
 | MC | 1.41M | $96.63M |
 | ADI | 920K | $249.39M |
 | AXP | 573K | $212.08M |
 | AWI | 572K | $109.25M |
 | SW | 95K | $3.67M |
 | BKNG | 47K | $253.72M |
 | LCII | 35K | $4.29M |
 | IP | 30K | $1.20M |
 | GABC | 15K | $587.70K |
 | NVR | 11K | $82.20M |
 | KMB | 5K | $504.45K |
 | IESC | 5K | $1.95M |
 | BRK-A | 172 | $129.83M |
Floor & Decor Holdings, Inc.
FND
Shares Held
2.56M
Value
$155.84M
Clarivate Plc
CLVT
Shares Held
2.25M
Value
$7.51M
Canada Goose Holdings Inc.
GOOS
Shares Held
1.94M
Value
$25.10M
Moelis & Company
MC
Shares Held
1.41M
Value
$96.63M
Analog Devices, Inc.
ADI
Shares Held
920K
Value
$249.39M
American Express Company
AXP
Shares Held
573K
Value
$212.08M
Armstrong World Industries, Inc.
AWI
Shares Held
572K
Value
$109.25M
Smurfit Westrock Plc
SW
Shares Held
95K
Value
$3.67M
Booking Holdings Inc.
BKNG
Shares Held
47K
Value
$253.72M
LCI Industries
LCII
Shares Held
35K
Value
$4.29M
International Paper Company
IP
Shares Held
30K
Value
$1.20M
German American Bancorp, Inc.
GABC
Shares Held
15K
Value
$587.70K
NVR, Inc.
NVR
Shares Held
11K
Value
$82.20M
Kimberly-Clark Corporation
KMB
Shares Held
5K
Value
$504.45K
IES Holdings, Inc.
IESC
Shares Held
5K
Value
$1.95M
Berkshire Hathaway Inc.
BRK-A
Shares Held
172
Value
$129.83M