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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 $3,418,883,792 across 28 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 70.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001034541-25-000005

Period
2025-06-30
Reported value
$3.42B
Holdings
28
Top 10 weight
70.08%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBPadded+366,250$66M
FISVadded+295,248$50.9M
THOadded+225,997$20.1M
FNDadded+214,151$16.3M
ABGadded+10,924$2.61M

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
GOOGexited-792,054-$124M
SGIreduced-271,084-$18.4M
PGRreduced-48,064-$12.8M
BRK-Areduced-10-$7.29M
BRK-Breduced-14,368-$6.98M

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, Q2 2025

Share positions as resolved from 13F-HR 0001034541-25-000005, largest first. % of portfolio is the value over $3,418,883,792, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,279,342 shares; 2024Q4: 3,279,993 shares; 2025Q1: 3,272,118 shares; 2025Q2: 3,196,830 shares 3,196,830$292M8.53%-75,288Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,189 shares; 2024Q4: 49,278 shares; 2025Q1: 49,522 shares; 2025Q2: 49,004 shares 49,004$284M8.3%-518Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224,520 shares; 2024Q4: 4,238,753 shares; 2025Q1: 4,264,299 shares; 2025Q2: 3,993,215 shares 3,993,215$272M7.95%-271,084Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,266 shares; 2024Q4: 975,504 shares; 2025Q1: 808,830 shares; 2025Q2: 807,710 shares 807,710$258M7.54%-1,120Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,708 shares; 2024Q4: 1,066,899 shares; 2025Q1: 989,580 shares; 2025Q2: 941,516 shares 941,516$251M7.35%-48,064Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755,021 shares; 2024Q4: 2,038,765 shares; 2025Q1: 2,448,401 shares; 2025Q2: 2,674,398 shares 2,674,398$238M6.95%+225,997Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,454 shares; 2024Q4: 936,423 shares; 2025Q1: 945,479 shares; 2025Q2: 945,007 shares 945,007$225M6.58%-472Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,504 shares; 2024Q4: 806,960 shares; 2025Q1: 914,987 shares; 2025Q2: 1,210,235 shares 1,210,235$209M6.1%+295,248Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783,609 shares; 2024Q4: 1,790,938 shares; 2025Q1: 2,366,458 shares; 2025Q2: 2,580,609 shares 2,580,609$196M5.73%+214,151Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,384 shares; 2024Q4: 707,874 shares; 2025Q1: 713,158 shares; 2025Q2: 724,082 shares 724,082$173M5.05%+10,924Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,327 shares; 2025Q2: 866,577 shares 866,577$156M4.57%+366,250Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,817 shares; 2024Q4: 339,110 shares; 2025Q1: 335,249 shares; 2025Q2: 320,881 shares 320,881$156M4.56%-14,368Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,676 shares; 2024Q4: 924,278 shares; 2025Q1: 859,264 shares; 2025Q2: 839,676 shares 839,676$136M3.99%-19,588Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 186 shares; 2025Q2: 176 shares 176$128M3.75%-10Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,168,603 shares; 2025Q1: 1,171,746 shares; 2025Q2: 1,181,562 shares 1,181,562$121M3.54%+9,816Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583,495 shares; 2024Q4: 1,998,515 shares; 2025Q1: 1,417,062 shares; 2025Q2: 1,424,527 shares 1,424,527$88.8M2.6%+7,465Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,078 shares; 2024Q4: 11,080 shares; 2025Q1: 11,316 shares; 2025Q2: 11,330 shares 11,330$83.7M2.45%+14Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496,519 shares; 2024Q4: 2,519,524 shares; 2025Q1: 2,561,275 shares; 2025Q2: 2,574,420 shares 2,574,420$70.5M2.06%+13,145Timeline
GOOSCANADA GOOSE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,290 shares; 2024Q4: 1,758,525 shares; 2025Q1: 1,948,240 shares; 2025Q2: 1,937,925 shares 1,937,925$21.7M0.63%-10,315Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,208 shares; 2024Q4: 1,103,208 shares; 2025Q1: 1,103,573 shares; 2025Q2: 1,103,016 shares 1,103,016$15.7M0.46%-557Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 126,000 shares; 2025Q1: 136,000 shares; 2025Q2: 136,000 shares 136,000$12.5M0.37%0Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,461 shares; 2024Q4: 188,461 shares; 2025Q1: 199,111 shares; 2025Q2: 199,111 shares 199,111$12.2M0.36%0Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,254,318 shares; 2025Q2: 2,250,000 shares 2,250,000$9.68M0.28%-4,318Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,818 shares; 2024Q4: 10,818 shares; 2025Q1: 10,818 shares; 2025Q2: 35,318 shares 35,318$3.22M0.09%+24,500Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$2.96M0.09%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 45,000 shares 45,000$1.94M0.06%+10,000Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 12,500 shares; 2025Q2: 17,500 shares 17,500$1.77M0.05%+5,000Timeline
GABCGERMAN AMERN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000$578K0.02%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGALPHABET INC792,054$124Mshares
GOOGLALPHABET INC1,856$287Kshares

How Q2 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 0001034541-25-000005 base2025-08-13acceptance time not in the bulk data set