The Analysis of TIMUCUAN ASSET MANAGEMENT INC/FL's Holdings

Currently, TIMUCUAN ASSET MANAGEMENT INC/FL holds 28 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in FI (+351.3K shares, valued at $45.3M), WSC (+61.8K shares, valued at $1.3M), ABG (+1.5K shares, valued at $361.5K); decreased their positions in SGI (-878.5K shares, valued at $74.1M), AXP (-221.2K shares, valued at $73.5M), N/A (-256.2K shares, valued at $50.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHW CHARLES SCHWAB CORPORATION3.1M shares-2.03%2025-09-302025-11-13

THO THOR INDS INC COM2.7M shares-0.60%2025-09-302025-11-13

SGI SOMNIGROUP INTERNATIONAL3.1M shares-22.00%2025-09-302025-11-13

BOOKING HLDGS INC BOOKING HLDGS INC48.4K shares-1.32%2025-09-302025-11-13

ADI ANALOG DEVICES INC937.3K shares-0.82%2025-09-302025-11-13

PGR PROGRESSIVE CORPORATION931.9K shares-1.02%2025-09-302025-11-13

IBP INSTALLED BUILDING PRODUCTS IN860.6K shares-0.69%2025-09-302025-11-13

FI FISERV INC1.6M shares29.03%2025-09-302025-11-13

Sponsored

AXP AMERICAN EXPRESS CO COM586.5K shares-27.39%2025-09-302025-11-13

FND FLOOR AND DECOR HOLDINGS INC2.6M shares-0.11%2025-09-302025-11-13

ABG ASBURY AUTOMOTIVE GROUP725.6K shares0.20%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL CL318.0K shares-0.89%2025-09-302025-11-13

ANET ARISTA NETWORKS INC954.5K shares-19.22%2025-09-302025-11-13

BRK.A BERKSHIRE HATHAWAY INC DEL CL172 shares-2.27%2025-09-302025-11-13

ARMSTRONG WORLD INDUSTRIES INC ARMSTRONG WORLD INDUSTRIES INC583.5K shares-30.51%2025-09-302025-11-13

MC MOELIS AND COMPANY1.4M shares-0.20%2025-09-302025-11-13