TIMUCUAN ASSET MANAGEMENT INC/FL
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationjacksonville, FL
- CIK0001034541
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
30 | $3.22B | PGR, SCHW, TPD, BKNG | 13F-HR | May 14, 2025 | 000103454125000003 | ||
27 | $3.27B | AXP, PGR, BKNG, SCHW | 13F-HR | Feb 13, 2025 | 000103454125000002 | ||
26 | $3.29B | PGR, BKNG, AXP, TPD | 13F-HR | Nov 13, 2024 | 000103454124000005 | ||
25 | $2.91B | PGR, BKNG, SCHW, AXP | 13F-HR | Aug 13, 2024 | 000103454124000004 | ||
23 | $2.96B | PGR, SCHW, TPD, BKNG | 13F-HR | May 14, 2024 | 000103454124000003 | ||
25 | $2.86B | FND, BKNG, SCHW, TPD | 13F-HR | Feb 13, 2024 | 000103454124000002 | ||
26 | $2.49B | BKNG, FND, TPD, PGR | 13F-HR | Nov 13, 2023 | 000103454123000005 | ||
27 | $2.54B | FND, BKNG, THOR INDS INC, ADI | 13F-HR | Aug 11, 2023 | 000103454123000004 | ||
31 | $2.39B | FND, ADI, BKNG, TPD | 13F-HR | May 12, 2023 | 000103454123000003 | ||
33 | $2.31B | BRK.A, ADI, TPD, FND | 13F-HR | Feb 10, 2023 | 000103454123000002 | ||
33 | $2.09B | BRK.A, PGR, FND, ADI | 13F-HR | Nov 14, 2022 | 000103454122000006 | ||
33 | $2.15B | PGR, BRK.A, GOOG, THOR INDS INC | 13F-HR | Aug 11, 2022 | 000103454122000003 | ||
31 | $2.58B | PGR, BRK.A, GOOG, AXP | 13F-HR | May 12, 2022 | 000103454122000002 | ||
30 | $2.73B | PGR, GOOG, BRK.A, BAM/A | 13F-HR | Feb 11, 2022 | 000103454122000001 | ||
30 | $2.58B | PGR, CMCSA, GOOG, THOR INDS INC | 13F-HR | Nov 10, 2021 | 000103454121000002 | ||
32 | $2.53B | PGR, CMCSA, GOOG, BRK.A | 13F-HR | Aug 11, 2021 | 000103454121000001 | ||
29 | $2.26B | PGR, CMCSA, TPD, BRK.A | 13F-HR | May 12, 2021 | 000139834421010436 | ||
28 | $1.96B | PGR, CMCSA, BRK.A, TPD | 13F-HR | Feb 12, 2021 | 000139834421003103 | ||
30 | $1.71B | CMCSA, PGR, GOOG, BRK.A | 13F-HR | Nov 12, 2020 | 000103454120000004 | ||
29 | $1.55B | GOOG, CMCSA, THOR INDS INC, PGR | 13F-HR | Aug 7, 2020 | 000103454120000003 | ||
30 | $1.23B | BKNG, CMCSA, GOOG, PGR | 13F-HR | May 12, 2020 | 000103454120000002 | ||
29 | $1.93B | BKNG, CMCSA, HDS, BRK.A | 13F-HR | Feb 13, 2020 | 000103454120000001 | ||
28 | $1.81B | BKNG, CMCSA, HDS, USFD | 13F-HR | Nov 12, 2019 | 000103454119000004 | ||
29 | $1.76B | BKNG, HDS, CMCSA, BRK.A | 13F-HR | Aug 14, 2019 | 000103454119000003 | ||
27 | $1.50B | BKNG, CMCSA, BRK.A, FND | 13F-HR | May 14, 2019 | 000103454119000002 | ||
24 | $1.41B | BKNG, BRK.A, CMCSA, DG | 13F-HR | Feb 14, 2019 | 000103454119000001 | ||
24 | $1.55B | BKNG, BRK.A, CMCSA, DG | 13F-HR | Nov 13, 2018 | 000103454118000004 | ||
23 | $1.46B | BKNG, BRK.A, DG, CMCSA | 13F-HR | Aug 13, 2018 | 000103454118000003 | ||
21 | $1.32B | BKNG, BRK.A, CMCSA, DG | 13F-HR | May 14, 2018 | 000103454118000002 | ||
23 | $1.26B | PCLN, BRK.A, DG, TPD | 13F-HR | Feb 14, 2018 | 000103454118000001 | ||
21 | $1.12B | PCLN, BRK.A, AXALTA COATING SYS LTD, TPD | 13F-HR | Nov 13, 2017 | 000103454117000004 | ||
21 | $1.06B | AXALTA COATING SYS LTD, PCLN, HXL, BRK.A | 13F-HR | Aug 15, 2017 | 000103454117000003 | ||
25 | $1.11B | AXALTA COATING SYS LTD, HXL, PCLN, DG | 13F-HR | May 12, 2017 | 000103454117000002 | ||
26 | $1.13B | HXL, DG, TPD, AXALTA COATING SYS LTD | 13F-HR | Feb 14, 2017 | 000103454117000001 | ||
30 | $1.09B | ALSN, AXALTA COATING SYS LTD, HXL, PCLN | 13F-HR | Nov 14, 2016 | 000103454116000008 | ||
32 | $1.09B | ALSN, BRK.A, DG, TPD | 13F-HR | Aug 12, 2016 | 000103454116000007 | ||
32 | $1.04B | ALSN, BRK.A, PCLN, DG | 13F-HR | May 11, 2016 | 000103454116000006 | ||
34 | $1.02B | ESRX, ALSN, BRK.A, PCLN | 13F-HR | Feb 12, 2016 | 000103454116000005 | ||
35 | $972.95M | ESRX, BRK.A, PCLN, 1624831D | 13F-HR | Nov 12, 2015 | 000103454115000004 | ||
35 | $1.01B | ESRX, WKC, BRK.A, ALSN | 13F-HR | Aug 14, 2015 | 000103454115000003 | ||
35 | $1.01B | WKC, BRK.A, ESRX, ALSN | 13F-HR | May 15, 2015 | 000103454115000002 | ||
28 | $926.22M | BRK.A, ALSN, WKC, ESRX | 13F-HR | Feb 13, 2015 | 000103454115000001 | ||
33 | $871.47M | BRK.A, 1624831D, TPD, ALSN | 13F-HR | Nov 14, 2014 | 000103454114000004 | ||
33 | $889.61M | BRK.A, 1624831D, TPD, ALSN | 13F-HR | Aug 12, 2014 | 000103454114000003 | ||
29 | $783.06M | BRK.A, 1624831D, ALSN, WKC | 13F-HR | May 14, 2014 | 000103454114000002 | ||
31 | $738.88M | FLIR, BRK.A, CMCSK, 1624831D | 13F-HR | Feb 14, 2014 | 000103454114000001 |