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Timucuan Asset Management Inc/Fl - Q4 2025 13F Filings

TI

Timucuan Asset Management Inc/Fl

CIK: 0001034541
Address: Florida Jacksonville Po Box 52898
$3.08 B
Portfolio Value
28
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
-9.74%
$3.08 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Timucuan Asset Management Inc/Fl Q4 2025 Filing Summary

Timucuan Asset Management Inc/Fl filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 3.08 B reflecting a -9.74% change from the prior quarter, spanning 28 assets. The top 10 holdings comprised 74.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Timucuan Asset Management Inc/Fl’s Q4 2025 Filing

Timucuan Asset Management Inc/Fl submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Timucuan Asset Management Inc/Fl reported a managed portfolio value of 3.08 B, consisting of 28 individual positions.

This page displays the raw filing documents. To see which stocks Timucuan Asset Management Inc/Fl bought or sold during Q4 2025, please visit Timucuan Asset Management Inc/Fl's Portfolio Analysis page.