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TIMUCUAN ASSET MANAGEMENT INC/FL: ANET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TIMUCUAN ASSET MANAGEMENT INC/FL on ANET, newest first. How the timeline and the estimate are built.

TIMUCUAN ASSET MANAGEMENT INC/FL held 912,952 ANET shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 912,952 shares
    Change vs previous 13F -5,348 shares

    5.71% of the 13F portfolio, value $155,092,314.

    13F-HR 0001034541-26-000007 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 918,300 shares
    Change vs previous 13F -16,202 shares

    4.15% of the 13F portfolio, value $112,748,894.

    13F-HR 0001034541-26-000003 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 934,502 shares
    Change vs previous 13F -19,967 shares

    3.98% of the 13F portfolio, value $122,447,819.

    13F-HR 0001034541-26-000002 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 954,469 shares
    Change vs previous 13F -227,093 shares

    4.08% of the 13F portfolio, value $139,075,714.

    13F-HR 0001034541-25-000008 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,181,562 shares
    Change vs previous 13F +9,816 shares

    3.54% of the 13F portfolio, value $120,885,633.

    13F-HR 0001034541-25-000005 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,171,746 shares
    Change vs previous 13F +3,143 shares

    2.82% of the 13F portfolio, value $90,786,899.

    13F-HR 0001034541-25-000003 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,168,603 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $129,165,717.

    13F-HR 0001034541-25-000002 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).