Long-term investor
Timucuan Asset Management Inc. @timucuanassetmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001034541).
Record
- Tracked since 2025-06-30 (454 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +918.4% · all +918.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHW · 10.0% · long · since 2025-06-30
- SGI · 8.6% · long · since 2025-06-30
- BKNG · 7.8% · long · since 2025-06-30
- PGR · 7.3% · long · since 2025-06-30
- THO · 7.1% · long · since 2025-06-30
- AXP · 7.0% · long · since 2025-06-30
- 040413205 · 5.7% · long · since 2025-06-30
- FND · 5.6% · long · since 2025-06-30
- 084670702 · 5.6% · long · since 2025-06-30
- 45780R101 · 5.5% · long · since 2025-06-30
- ABG · 5.2% · long · since 2025-06-30
- AWI · 4.6% · long · since 2025-06-30