TIMUCUAN ASSET MANAGEMENT INC/FL

报告期 2026-03-31 · CIK 0001034541

持仓数

前50大市值合计

$2.72B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 23 项建仓 1增持 16减持 6

方向

标的

Δ市值

现股数(环比)

增持

— TEMPUR SEALY INTL INC COM

-$33.8M

4,081,040 +30%

增持

THO THOR INDS INC COM

-$32.3M

1,600,153 +5%

增持

NVR NVR INC

-$27.8M

19,995 +1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

BRK/A BERKSHIRE HATHAWAY INC DEL CL

增持

— ARMSTRONG WORLD INDUSTRIES INC

-$21.7M

865,547 +1%

增持

MC MOELIS AND COMPANY

-$20.0M

2,297,731 +12%

增持

KMX CARMAX INC

+$17.6M

1,178,161 +60%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL

+$16.7M

406,368 -4%

减持

— ARISTA NETWORKS INC

-$15.2M

1,013,871 -7%

增持

— CLARIVATE PLC

-$13.6M

7,569,912 +27%

减持

AXP AMERICAN EXPRESS CO COM

+$13.1M

842,768 -5%

减持

SCHW CHARLES SCHWAB CORPORATION

-$12.7M

1,683,807 -8%

减持

PGR PROGRESSIVE CORPORATION

-$11.6M

1,972,441 -14%

增持

— BROOKFIELD ASSET MANAGEMENT IN

-$9.2M

2,680,984 +1%

增持

— COMCAST CORP NEW CL A

-$6.5M

3,214,361 +3%

增持

ADI ANALOG DEVICES INC

-$6.1M

753,571 +1%

增持

— ALPHABET INC

-$5.1M

62,352 +1%

增持

DV DOUBLEVERIFY HOLDINGS INC

+$3.4M

438,510 +92%

增持

GOOS CANADA GOOSE HOLDINGS INC

+$3.1M

670,260 +71%

增持

DFH DREAM FINDERS HOMES INC

-$2.8M

1,215,510 +0%

增持

— BOOKING HLDGS INC

-$1.4M

52,836 +1%

增持

LKFN LAKELAND FINANCIAL CORPORATION

-$1.1M

160,496 +0%

建仓

GOOGL ALPHABET INC CAP STK CL A (GOO

+$373.0K

134