13F Filings for TIMUCUAN ASSET MANAGEMENT INC/FL (CIK: 1034541)
View the most recent portfolio holdings disclosed by TIMUCUAN ASSET MANAGEMENT INC/FL in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SCHW - CHARLES SCHWAB CORPORATION(Class: COM) | 3.20M | $291.68M | 8.53% | Decreased | 75.29K (2.0%, $35.54M) |
| N/A - BOOKING HLDGS INC(Class: COM) | 49K | $283.69M | 8.30% | Decreased | 518 (1.0%, $55.55M) |
| SGI - SOMNIGROUP INTERNATIONAL(Class: COM) | 3.99M | $271.74M | 7.95% | Decreased | 271.08K (6.0%, $16.39M) |
| AXP - AMERICAN EXPRESS CO COM(Class: COM) | 807.71K | $257.64M | 7.54% | Decreased | 1.12K (0.0%, $40.03M) |
| PGR - PROGRESSIVE CORPORATION(Class: COM) | 941.52K | $251.25M | 7.35% | Decreased | 48.06K (4.0%, $28.81M) |
| THO - THOR INDS INC COM(Class: COM) | 2.67M | $237.51M | 6.95% | Increased | 226K (9.0%, $51.90M) |
| ADI - ANALOG DEVICES INC(Class: COM) | 945.01K | $224.93M | 6.58% | Decreased | 472 (0.0%, $34.26M) |
| FI - FISERV INC(Class: COM) | 1.21M | $208.66M | 6.10% | Increased | 295.25K (32.0%, $6.60M) |
| FND - FLOOR AND DECOR HOLDINGS INC(Class: COM) | 2.58M | $196.02M | 5.73% | Increased | 214.15K (9.0%, $5.59M) |
| ABG - ASBURY AUTOMOTIVE GROUP(Class: COM) | 724.08K | $172.72M | 5.05% | Increased | 10.92K (1.0%, $15.23M) |
| IBP - INSTALLED BUILDING PRODUCTS IN(Class: COM) | 866.58K | $156.26M | 4.57% | Increased | 366.25K (73.0%, $70.48M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL(Class: COM) | 320.88K | $155.87M | 4.56% | Decreased | 14.37K (4.0%, $22.67M) |
| N/A - ARMSTRONG WORLD INDUSTRIES INC(Class: COM) | 839.68K | $136.40M | 3.99% | Decreased | 19.59K (2.0%, $15.34M) |
| BRK.A - BERKSHIRE HATHAWAY INC DEL CL(Class: COM) | 176 | $128.27M | 3.75% | Decreased | 10 (5.0%, $20.24M) |
| ANET - ARISTA NETWORKS INC(Class: COM) | 1.18M | $120.89M | 3.54% | Increased | 9.82K (0.0%, $30.10M) |
| MC - MOELIS AND COMPANY(Class: COM) | 1.42M | $88.78M | 2.60% | Increased | 7.46K (0.0%, $6.08M) |
| NVR - NVR INC(Class: COM) | 11.33K | $83.68M | 2.45% | Increased | 14 (0.0%, $1.70M) |
| WSC - WILLSCOT HOLDINGS CORP CLASS A(Class: COM) | 2.57M | $70.54M | 2.06% | Increased | 13.14K (0.0%, $664.34K) |
| GOOS - CANADA GOOSE HOLDINGS INC(Class: COM) | 1.94M | $21.69M | 0.63% | Decreased | 10.31K (0.0%, $6.20M) |
| BUR - BURFORD CAPITAL LTD(Class: COM) | 1.10M | $15.73M | 0.46% | Decreased | 557 (0.0%, $1.15M) |
| PATK - PATRICK INDUSTRIES INC(Class: COM) | 136K | $12.55M | 0.37% | Unchanged | |
| LKFN - LAKELAND FINANCIAL CORPORATION(Class: COM) | 199.11K | $12.24M | 0.36% | Unchanged | |
| CLVT - CLARIVATE PLC(Class: COM) | 2.25M | $9.68M | 0.28% | Decreased | 4.32K (0.0%, $815.53K) |
| LCII - LCI INDUSTRIES(Class: COM) | 35.32K | $3.22M | 0.09% | Increased | 24.50K (226.0%, $2.27M) |
| IESC - IES HOLDINGS INC(Class: COM) | 10K | $2.96M | 0.09% | Unchanged |