Portfolio (Quarterly) Guide ↗

TIMUCUAN ASSET MANAGEMENT INC/FL

· CIK 0001034541

13F Portfolio $2.7B AUM 28 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 7 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LCII	LCI INDUSTRIES	Consumer Cyclical	35,318	$4.3M	0.14%	SOLD

Sector Allocation

Financial Services 39.5%

Consumer Cyclical 39.1%

Technology 16.6%

Industrials 4.7%

Consumer Defensive 0.0%