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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 24 项建仓 2增持 15减持 7

方向

标的

Δ市值

现股数(环比)

减持

— CLARIVATE PLC

-$126.6M

17,257 -100%

建仓

FND FLOOR AND DECOR HOLDINGS INC

+$88.7M

1,409,405

减持

— ARISTA NETWORKS INC

-$49.8M

971,819 -4%

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

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL

-$39.5M

380,601 -6%

增持

AXP AMERICAN EXPRESS CO COM

-$39.2M

854,450 +1%

建仓

— BLACK KNIGHT INC

+$37.8M

578,808

增持

— ALPHABET INC

-$34.5M

63,826 +2%

减持

— BROOKFIELD ASSET MANAGEMENT IN

-$33.3M

2,661,589 -1%

增持

SCHW CHARLES SCHWAB CORPORATION

-$31.7M

1,745,545 +4%

增持

— BOOKING HLDGS INC

-$29.5M

54,093 +2%

增持

— TEMPUR SEALY INTL INC COM

-$23.3M

4,241,362 +4%

增持

— COMCAST CORP NEW CL A

-$23.0M

3,250,107 +1%

增持

MC MOELIS AND COMPANY

-$14.1M

2,384,173 +4%

增持

ADI ANALOG DEVICES INC

-$12.5M

766,775 +2%

减持

PGR PROGRESSIVE CORPORATION

-$12.1M

1,829,963 -7%

增持

— ARMSTRONG WORLD INDUSTRIES INC

-$11.7M

883,368 +2%

增持

NVR NVR INC

-$7.5M

20,444 +2%

增持

GOOS CANADA GOOSE HOLDINGS INC

-$5.6M

670,480 +0%

增持

KMX CARMAX INC

-$5.2M

1,198,567 +2%

增持

THO THOR INDS INC COM

+$3.1M

1,726,319 +8%

增持

DV DOUBLEVERIFY HOLDINGS INC

-$1.1M

438,783 +0%

增持

LCII LCI INDUSTRIES

+$530.0K

10,818 +65%

减持

GOOGL ALPHABET INC CAP STK CL A (GOO

-$88.0K

131 -2%