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TIMUCUAN ASSET MANAGEMENT INC/FL

13F
TIMUCUAN ASSET MANAGEMENT INC/FL
Last update 2024-08-13 25 Stocks (3 new)
Value $2.91 Bil Turnover 8 %
Countries:
Top Holdings: PGR(8.73%)BKNG(8.66%)SCHW(8.22%)AXP(7.87%)ADI(7.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
TIMUCUAN ASSET MANAGEMENT INC/... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PGR 		Progressive Corp
1,223,496
254132.320
-1.35%
8.730
-0.12%
0.210
+14.48%
+55.77%
144615.911
Insurance
BKNG 		Booking Holdings Inc
63,595
251930.480
-0.01%
8.660
0%
0.190
+14.27%
+23.19%
145453.270
Travel & Leisure
SCHW 		Charles Schwab Corp
3,244,488
239086.360
+0.07%
8.220
+0.01%
0.180
+13.59%
+6.57%
132791.686
Capital Markets
AXP 		American Express Co
989,124
229031.580
-0.45%
7.870
-0.03%
0.140
+12.11%
+45.56%
190186.032
Credit Services
ADI 		Analog Devices Inc
931,282
212574.400
-0.15%
7.310
-0.01%
0.190
+2.65%
+17.14%
114034.621
Semiconductors
TPX 		Tempur Sealy International Inc
4,197,843
198725.880
+2.10%
6.830
+0.14%
2.420
-3.96%
-4.94%
8345.589
Furnishings, Fixtures & Appliances
FND 		Floor & Decor Holdings Inc
1,759,681
174929.890
+0.46%
6.010
+0.03%
1.640
+14.22%
-6.75%
11148.214
Retail - Cyclical
MC 		Moelis & Co
3,041,565
172943.360
+0.46%
5.940
+0.03%
4.320
+7.73%
+23.23%
4711.653
Capital Markets
THO 		Thor Industries Inc
1,735,018
162137.410
+1.20%
5.570
+0.07%
3.260
+8.63%
-10.51%
5542.979
Vehicles & Parts
GOOG 		Alphabet Inc
797,625
146300.330
0%
5.030
0%
0.010
-5.52%
+17.03%
2013928.321
Interactive Media

TIMUCUAN ASSET MANAGEMENT INC/FL's Historical Top Holdings Breakdowns

TIMUCUAN ASSET MANAGEMENT INC/FL's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KMX 		CarMax Inc2024-06-30Sold Out
-4.56%
●
67.21 ($72.06) 85.94
$72.58
0.72%
Sold Out
0
-1,551,152
ABG 		Asbury Automotive Group Inc2024-06-30New Buy
+4.28%
●
208.45 ($226.93) 243.88
$225.14
-0.79%
New holding
546,310
546,310
WSC 		WillScot Holdings Corp2024-06-30New Buy
+3.19%
●
36.61 ($39.57) 44.56
$37.57
-5.05%
New holding
2,464,798
2,464,798
ANET 		Arista Networks Inc2024-06-30Reduce
-1.42%
●
245.47 ($297.4) 350.48
$395.70
33.05%
Reduce -32.89%
295,638
-144,913
AWI 		Armstrong World Industries Inc2024-06-30Reduce
-0.96%
●
112.03 ($115.99) 123.24
$140.02
20.72%
Reduce -19.92%
924,723
-230,037
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.24%
●
598160 ($616494) 634030
$687,000.00
11.44%
Reduce -4.98%
210
-11
TPX 		Tempur Sealy International Inc2024-06-30Add
+0.14%
●
45.98 ($50.62) 55.51
$48.06
-5.06%
Add 2.1%
4,197,843
86,341
PGR 		Progressive Corp2024-06-30Reduce
-0.12%
●
202.26 ($209.31) 215.9
$246.87
17.94%
Reduce -1.35%
1,223,496
-16,803
THO 		Thor Industries Inc2024-06-30Add
+0.07%
●
88.93 ($99.97) 116.19
$104.72
4.75%
Add 1.2%
1,735,018
20,629
AXP 		American Express Co2024-06-30Reduce
-0.03%
●
217.5 ($231.59) 243.08
$269.98
16.58%
Reduce -0.45%
989,124
-4,476

TIMUCUAN ASSET MANAGEMENT INC/FL Total Holding History ($B)

To

TIMUCUAN ASSET MANAGEMENT INC/FL's Asset Allocation

To

TIMUCUAN ASSET MANAGEMENT INC/FL Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TIMUCUAN ASSET MANAGEMENT INC/FL's Hypothetical Growth since 2024-06-30

TIMUCUAN ASSET MANAGEMENT INC/FL's Yearly Returns

Year Portfolio % % Excess Gain %

TIMUCUAN ASSET MANAGEMENT INC/FL's Holdings Heat Map

Size field:

TIMUCUAN ASSET MANAGEMENT INC/FL's Holdings Bubble Chart

TIMUCUAN ASSET MANAGEMENT INC/FL News

  • 1

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