TIMUCUAN ASSET MANAGEMENT INC/FL: AWI position timeline

TIMUCUAN ASSET MANAGEMENT INC/FL held 784,126 AWI 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 784,126 shares

   Change vs previous 13F +220,675 shares

   4.63% of the 13F portfolio, value $125,789,488.

   13F-HR 0001034541-26-000007 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 563,451 shares

   Change vs previous 13F -8,239 shares

   3.42% of the 13F portfolio, value $92,856,720.

   13F-HR 0001034541-26-000003 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 571,690 shares

   Change vs previous 13F -11,798 shares

   3.55% of the 13F portfolio, value $109,249,953.

   13F-HR 0001034541-26-000002 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 583,488 shares

   Change vs previous 13F -256,188 shares

   3.35% of the 13F portfolio, value $114,369,571.

   13F-HR 0001034541-25-000008 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 839,676 shares

   Change vs previous 13F -19,588 shares

   3.99% of the 13F portfolio, value $136,397,043.

   13F-HR 0001034541-25-000005 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 859,264 shares

   Change vs previous 13F -65,014 shares

   3.76% of the 13F portfolio, value $121,053,176.

   13F-HR 0001034541-25-000003 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 924,278 shares

   Change vs previous 13F -2,398 shares

   4% of the 13F portfolio, value $130,628,274.

   13F-HR 0001034541-25-000002 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 926,676 shares

   Change vs previous 13F not available

   3.7% of the 13F portfolio, value $121,793,086.

   13F-HR 0001034541-24-000005 filed by TIMUCUAN ASSET MANAGEMENT INC/FL
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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