TIMUCUAN ASSET MANAGEMENT INC/FL: SGI position timeline

TIMUCUAN ASSET MANAGEMENT INC/FL held 2,975,857 SGI 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 2,975,857 shares

   Change vs previous 13F +34,225 shares

   8.59% of the 13F portfolio, value $233,307,169.

   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 2,941,632 shares

   Change vs previous 13F -60,070 shares

   8% of the 13F portfolio, value $217,445,419.

   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 3,001,702 shares

   Change vs previous 13F -113,049 shares

   8.7% of the 13F portfolio, value $267,991,932.

   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 3,114,751 shares

   Change vs previous 13F -878,464 shares

   7.7% of the 13F portfolio, value $262,666,941.

   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 3,993,215 shares

   Change vs previous 13F -271,084 shares

   7.95% of the 13F portfolio, value $271,738,272.

   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 4,264,299 shares

   Change vs previous 13F +25,546 shares

   7.94% of the 13F portfolio, value $255,346,217.

   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 4,238,753 shares

   Change vs previous 13F +14,233 shares

   7.35% of the 13F portfolio, value $240,294,900.

   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 4,224,520 shares

   Change vs previous 13F not available

   7% of the 13F portfolio, value $230,658,785.

   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).