TIMUCUAN ASSET MANAGEMENT INC/FL

Position in ADI — Analog Devices Inc

CIK 1034541 JACKSONVILLE, FL

Position in ADI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$216,290,342

-$33,098,398 QoQ

Shares Held

679,859

-26.1% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

8.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

TIMUCUAN ASSET MANAGEMENT INC/FL holds $216,290,342 across 1 Semiconductors name. ADI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADI	Analog Devices Inc This page	679,859	$216,290,342

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,290,342	679,859	-26.1%	Shares	Sole	2026-05-14
2025-12-31	$249,388,740	919,575	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$230,284,536	937,259	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$224,930,566	945,007	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$190,674,749	945,479	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$198,952,430	936,423	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$213,702,257	928,454	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$212,574,429	931,282	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$184,479,721	932,705	+3.7%	Shares	Sole	2024-05-14
2023-12-31	$178,551,108	899,230	-1.4%	Shares	Sole	2024-02-13
2023-09-30	$159,614,670	911,615	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$178,538,689	916,476	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$183,265,501	929,244	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$152,390,595	929,041	+0.8%	Shares	Sole	2023-02-10
2022-09-30	$128,422,711	921,650	+20.2%	Shares	Sole	2022-11-14
2022-06-30	$112,018,159	766,775	+1.8%	Shares	Sole	2022-08-11
2022-03-31	$124,474,857	753,571	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$130,526,274	742,597	+1.9%	Shares	Sole	2022-02-11
2021-09-30	$122,024,923	728,594	+2.5%	Shares	Sole	2021-11-10
2021-06-30	$122,343,438	710,638	+0.2%	Shares	Sole	2021-08-11
2021-03-31	$109,975,137	709,151	+1.5%	Shares	Sole	2021-05-12
2020-12-31	$103,182,018	698,450	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$80,769,720	691,877	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$85,088,490	693,807	-0.2%	Shares	Sole	2020-08-07
2020-03-31	$62,303,612	694,965	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.