Timucuan Asset Management Inc Purchases and Sells in Q1 2025

Timucuan Asset Management Inc

$3.03 Billion
Q1 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FISV	108K + 13.39%	N/A	915K $115M
FND	576K + 32.14%	$80.4 - $106.5 $46.3M - $61.3M	2.37M $190M
PATK	10K + 7.94%	$82.13 - $97.92 $821K - $979K	136K $11.5M
BUR	365 + 0.03%	$12.5 - $15.6 $4.56K - $5.69K	1.1M $14.6M
WHR	5K + 66.67%	$88.58 - $133.14 $443K - $666K	12.5K $1.13M
ARISTA NETWORKS INC	3.14K + 0.27%	N/A	1.17M $0

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPX	4.26M New	$54.94 - $69.15 $234M - $295M	4.26M $246M
IBP	500K New	$162.22 - $206.22 $81.2M - $103M	500K $85.8M
CLVT	2.25M New	$3.93 - $5.66 $8.86M - $12.8M	2.25M $8.86M
IESC	10K New	$162.26 - $316.26 $1.62M - $3.16M	10K $1.65M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	-167K - 17.09%	$255.39 - $325.87 $42.6M - $54.3M	809K $218M
MC	-581K - 29.09%	$57.91 - $81.2 $33.7M - $47.2M	1.42M $82.7M
GOOG	-6.79K - 0.85%	$156.06 - $207.71 $1.06M - $1.41M	792K $124M
AWI	-65K - 7.03%	$136.0 - $154.19 $8.84M - $10M	859K $121M
BRK-A	-16 - 7.92%	$663000.0 - $801950.0 $10.6M - $12.8M	186 $149M
SCHW	-7.88K - 0.24%	$71.24 - $83.64 $561K - $659K	3.27M $256M

Activity Summary All Purchases 18 New Holdings 4 Increased Positions 14 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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