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TIMUCUAN ASSET MANAGEMENT INC/FL: MC position timeline

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

TIMUCUAN ASSET MANAGEMENT INC/FL held 1,503,334 MC 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 1,503,334 shares
    Change vs previous 13F -11,367 shares

    3.62% of the 13F portfolio, value $98,348,107.

    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 1,514,701 shares
    Change vs previous 13F +108,905 shares

    3.18% of the 13F portfolio, value $86,337,954.

    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 1,405,796 shares
    Change vs previous 13F -15,919 shares

    3.14% of the 13F portfolio, value $96,634,413.

    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 1,421,715 shares
    Change vs previous 13F -2,812 shares

    2.97% of the 13F portfolio, value $101,396,686.

    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 1,424,527 shares
    Change vs previous 13F +7,465 shares

    2.6% of the 13F portfolio, value $88,776,499.

    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 1,417,062 shares
    Change vs previous 13F -581,453 shares

    2.57% of the 13F portfolio, value $82,699,716.

    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 1,998,515 shares
    Change vs previous 13F -584,980 shares

    4.52% of the 13F portfolio, value $147,650,260.

    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).

  8. period ended2024-09-30
    13F 2,583,495 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $176,995,216.

    13F-HR 0001034541-24-000005 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).