Timucuan Asset Management Inc/Fl Top Holdings and 13F Report (2025) About Timucuan Asset Management Inc/FlInvestment ActivityTimucuan Asset Management Inc/Fl has $3.27 billion in total holdings as of December 31, 2024.Timucuan Asset Management Inc/Fl owns shares of 27 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.09% of the portfolio was purchased this quarter.About 6.93% of the portfolio was sold this quarter.This quarter, Timucuan Asset Management Inc/Fl has purchased 26 new stocks and bought additional shares in 12 stocks.Timucuan Asset Management Inc/Fl sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings American Express $289,519,725Progressive $255,639,630Booking $244,832,405Charles Schwab $242,752,319Tempur Sealy International $240,294,900 Largest New Holdings this Quarter ARISTA NETWORKS INC $129,165,717 HoldingGerman American Bancorp $603,300 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 1,168,603 shares (about $129.17M)THOR Industries 283,744 shares (about $27.16M)Patrick Industries 42,000 shares (about $3.49M)Analog Devices 7,969 shares (about $1.69M)Asbury Automotive Group 3,490 shares (about $848.17K) Largest Sales this Quarter Booking 13,911 shares (about $69.12M)Moelis & Company 584,980 shares (about $43.22M)American Express 2,762 shares (about $819.73K)Progressive 2,809 shares (about $673.06K)Armstrong World Industries 2,398 shares (about $338.91K) 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 PortfolioSectorAXPAmerican Express$289,519,725$819,734 ▼-0.3%975,5048.9%FinancePGRProgressive$255,639,630$673,064 ▼-0.3%1,066,8997.8%FinanceBKNGBooking$244,832,405$69,115,297 ▼-22.0%49,2787.5%Retail/WholesaleSCHWCharles Schwab$242,752,319$48,181 ▲0.0%3,279,9937.4%FinanceTPXTempur Sealy International$240,294,900$806,869 ▲0.3%4,238,7537.4%Retail/WholesaleADIAnalog Devices$198,952,401$1,693,093 ▲0.9%936,4236.1%Computer and TechnologyTHOTHOR Industries$195,130,178$27,157,135 ▲16.2%2,038,7656.0%ConstructionFNDFloor & Decor$178,556,519$730,701 ▲0.4%1,790,9385.5%Retail/WholesaleABGAsbury Automotive Group$172,034,618$848,175 ▲0.5%707,8745.3%Retail/WholesaleFIFiserv$165,765,723$504,512 ▲0.3%806,9605.1%Business ServicesBRK.BBerkshire Hathaway$153,711,944$132,811 ▲0.1%339,1104.7%FinanceGOOGAlphabet$152,131,231$346,029 ▲0.2%798,8414.7%Computer and TechnologyMCMoelis & Company$147,650,260$43,218,314 ▼-22.6%1,998,5154.5%FinanceBRK.ABerkshire Hathaway$137,545,8400.0%2024.2%FinanceAWIArmstrong World Industries$130,628,274$338,910 ▼-0.3%924,2784.0%ConstructionARISTA NETWORKS INC$129,165,717$129,165,717 ▲New Holding1,168,6034.0%COMNVRNVR$90,619,210$16,357 ▲0.0%11,0802.8%ConstructionWSCWillScot Mobile Mini$84,278,078$769,517 ▲0.9%2,519,5242.6%FinanceGOOSCanada Goose$17,638,006$7,673 ▼0.0%1,758,5250.5%Retail/WholesaleBURBurford Capital$14,065,9020.0%1,103,2080.4%FinanceLKFNLakeland Financial$12,958,5780.0%188,4610.4%FinancePATKPatrick Industries$10,468,080$3,489,360 ▲50.0%126,0000.3%ConstructionSMURFIT WESTROCK PLC$1,885,1000.0%35,0000.1%COMLCIILCI Industries$1,118,4730.0%10,8180.0%Auto/Tires/TrucksWHRWhirlpool$858,6000.0%7,5000.0%Consumer DiscretionaryGABCGerman American Bancorp$603,300$603,300 ▲New Holding15,0000.0%FinanceGOOGLAlphabet$351,3410.0%1,8560.0%Computer and TechnologyANETArista Networks$0$112,266,030 ▼-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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