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TIMUCUAN ASSET MANAGEMENT INC/FL

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13F filer, CIK 1034541, JACKSONVILLE, FL

TIMUCUAN ASSET MANAGEMENT INC/FL reported $3,216,289,222 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 67.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001034541-25-000003

Period
2025-03-31
Reported value
$3.22B
Holdings
30
Top 10 weight
67.92%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBPnew+500,327$85.8M
FNDadded+575,520$46.3M
THOadded+409,636$31.1M
FISVadded+108,027$23.9M
CLVTnew+2,254,318$8.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AXPreduced-166,674-$44.8M
MCreduced-581,453-$33.9M
PGRreduced-77,319-$21.9M
BRK-Areduced-16-$12.8M
AWIreduced-65,014-$9.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001034541-25-000003, largest first. % of portfolio is the value over $3,216,289,222, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,708 shares; 2024Q4: 1,066,899 shares; 2025Q1: 989,580 shares 989,580$280M8.71%-77,319Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279,342 shares; 2024Q4: 3,279,993 shares; 2025Q1: 3,272,118 shares 3,272,118$256M7.96%-7,875Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224,520 shares; 2024Q4: 4,238,753 shares; 2025Q1: 4,264,299 shares 4,264,299$255M7.94%+25,546Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,189 shares; 2024Q4: 49,278 shares; 2025Q1: 49,522 shares 49,522$228M7.09%+244Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,266 shares; 2024Q4: 975,504 shares; 2025Q1: 808,830 shares 808,830$218M6.77%-166,674Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,504 shares; 2024Q4: 806,960 shares; 2025Q1: 914,987 shares 914,987$202M6.28%+108,027Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,454 shares; 2024Q4: 936,423 shares; 2025Q1: 945,479 shares 945,479$191M5.93%+9,056Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,609 shares; 2024Q4: 1,790,938 shares; 2025Q1: 2,366,458 shares 2,366,458$190M5.92%+575,520Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755,021 shares; 2024Q4: 2,038,765 shares; 2025Q1: 2,448,401 shares 2,448,401$186M5.77%+409,636Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,817 shares; 2024Q4: 339,110 shares; 2025Q1: 335,249 shares 335,249$179M5.55%-3,861Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,384 shares; 2024Q4: 707,874 shares; 2025Q1: 713,158 shares 713,158$157M4.9%+5,284Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 186 shares 186$149M4.62%-16Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,024 shares; 2024Q4: 798,841 shares; 2025Q1: 792,054 shares 792,054$124M3.85%-6,787Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,676 shares; 2024Q4: 924,278 shares; 2025Q1: 859,264 shares 859,264$121M3.76%-65,014Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,168,603 shares; 2025Q1: 1,171,746 shares 1,171,746$90.8M2.82%+3,143Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,327 shares 500,327$85.8M2.67%newTimeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,495 shares; 2024Q4: 1,998,515 shares; 2025Q1: 1,417,062 shares 1,417,062$82.7M2.57%-581,453Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,078 shares; 2024Q4: 11,080 shares; 2025Q1: 11,316 shares 11,316$82M2.55%+236Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496,519 shares; 2024Q4: 2,519,524 shares; 2025Q1: 2,561,275 shares 2,561,275$71.2M2.21%+41,751Timeline
GOOSCANADA GOOSE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,290 shares; 2024Q4: 1,758,525 shares; 2025Q1: 1,948,240 shares 1,948,240$15.5M0.48%+189,715Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,208 shares; 2024Q4: 1,103,208 shares; 2025Q1: 1,103,573 shares 1,103,573$14.6M0.45%+365Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,461 shares; 2024Q4: 188,461 shares; 2025Q1: 199,111 shares 199,111$11.8M0.37%+10,650Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 126,000 shares; 2025Q1: 136,000 shares 136,000$11.5M0.36%+10,000Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,254,318 shares 2,254,318$8.86M0.28%newTimeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000$1.65M0.05%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares 35,000$1.58M0.05%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 12,500 shares 12,500$1.13M0.04%+5,000Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,818 shares; 2024Q4: 10,818 shares; 2025Q1: 10,818 shares 10,818$946K0.03%0Timeline
GABCGERMAN AMERN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000$562K0.02%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares 1,856$287K0.01%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001034541-25-000003 base2025-05-14acceptance time not in the bulk data set