Timucuan Asset Management Inc Portfolio Holdings

Timucuan Asset Management Inc

  • $3.25 Billion
  • Q3 2024

Timucuan Asset Management Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.25 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $271M, Booking Holdings Inc. with a value of $266M, American Express CO with a value of $265M, Tempur Sealy International, Inc. with a value of $231M, and Floor & Decor Holdings, Inc. with a value of $221M.

Examining the 13F form we can see an increase of $339M in the current position value, from $2.91B to 3.25B.

Timucuan Asset Management Inc is based out at Jacksonville, FL

Below you can find more details about Timucuan Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.25 Billion
Financial Services: $1.25 Billion
Consumer Cyclical: $1.22 Billion
Technology: $427 Million
Industrials: $216 Million
Communication Services: $134 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $3.25 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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