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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 $3,412,523,078 across 28 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 69.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001034541-25-000008

Period
2025-09-30
Reported value
$3.41B
Holdings
28
Top 10 weight
69.08%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISVadded+351,289$45.3M
WSCadded+61,783$1.3M
ABGadded+1,479$362K
NVRadded+31$249K
LKFNadded+650$41.7K

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
SGIreduced-878,464-$74.1M
AXPreduced-221,239-$73.5M
AWIreduced-256,188-$50.2M
ANETreduced-227,093-$33.1M
SCHWreduced-64,942-$6.2M

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, Q3 2025

Share positions as resolved from 13F-HR 0001034541-25-000008, largest first. % of portfolio is the value over $3,412,523,078, 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; 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; 2025Q3: 3,131,888 shares 3,131,888$299M8.76%-64,942Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,658,436 shares 2,658,436$276M8.08%-15,962Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,114,751 shares 3,114,751$263M7.7%-878,464Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,189 shares; 2024Q4: 49,278 shares; 2025Q1: 49,522 shares; 2025Q2: 49,004 shares; 2025Q3: 48,356 shares 48,356$261M7.65%-648Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,454 shares; 2024Q4: 936,423 shares; 2025Q1: 945,479 shares; 2025Q2: 945,007 shares; 2025Q3: 937,259 shares 937,259$230M6.75%-7,748Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,708 shares; 2024Q4: 1,066,899 shares; 2025Q1: 989,580 shares; 2025Q2: 941,516 shares; 2025Q3: 931,923 shares 931,923$230M6.74%-9,593Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,327 shares; 2025Q2: 866,577 shares; 2025Q3: 860,580 shares 860,580$212M6.22%-5,997Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,504 shares; 2024Q4: 806,960 shares; 2025Q1: 914,987 shares; 2025Q2: 1,210,235 shares; 2025Q3: 1,561,524 shares 1,561,524$201M5.9%+351,289Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,266 shares; 2024Q4: 975,504 shares; 2025Q1: 808,830 shares; 2025Q2: 807,710 shares; 2025Q3: 586,471 shares 586,471$195M5.71%-221,239Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,577,739 shares 2,577,739$190M5.57%-2,870Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,384 shares; 2024Q4: 707,874 shares; 2025Q1: 713,158 shares; 2025Q2: 724,082 shares; 2025Q3: 725,561 shares 725,561$177M5.2%+1,479Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,817 shares; 2024Q4: 339,110 shares; 2025Q1: 335,249 shares; 2025Q2: 320,881 shares; 2025Q3: 318,022 shares 318,022$160M4.69%-2,859Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,168,603 shares; 2025Q1: 1,171,746 shares; 2025Q2: 1,181,562 shares; 2025Q3: 954,469 shares 954,469$139M4.08%-227,093Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 186 shares; 2025Q2: 176 shares; 2025Q3: 172 shares 172$130M3.8%-4Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,676 shares; 2024Q4: 924,278 shares; 2025Q1: 859,264 shares; 2025Q2: 839,676 shares; 2025Q3: 583,488 shares 583,488$114M3.35%-256,188Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,421,715 shares 1,421,715$101M2.97%-2,812Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,078 shares; 2024Q4: 11,080 shares; 2025Q1: 11,316 shares; 2025Q2: 11,330 shares; 2025Q3: 11,361 shares 11,361$91.3M2.67%+31Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,636,203 shares 2,636,203$55.7M1.63%+61,783Timeline
GOOSCANADA GOOSE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,937,925 shares 1,937,925$26.7M0.78%0Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,000 shares; 2024Q4: 126,000 shares; 2025Q1: 136,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares 136,000$14.1M0.41%0Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,103,016 shares 1,103,016$13.2M0.39%0Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,461 shares; 2024Q4: 188,461 shares; 2025Q1: 199,111 shares; 2025Q2: 199,111 shares; 2025Q3: 199,761 shares 199,761$12.8M0.38%+650Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,254,318 shares; 2025Q2: 2,250,000 shares; 2025Q3: 2,250,000 shares 2,250,000$8.62M0.25%0Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$3.98M0.12%0Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,818 shares; 2024Q4: 10,818 shares; 2025Q1: 10,818 shares; 2025Q2: 35,318 shares; 2025Q3: 35,318 shares 35,318$3.29M0.1%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000$1.92M0.06%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 12,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares 17,500$1.38M0.04%0Timeline
GABCGERMAN AMERN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000$589K0.02%0Timeline

How Q3 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 0001034541-25-000008 base2025-11-13acceptance time not in the bulk data set