Stock Taper 
TIMUCUAN ASSET MANAGEMENT INC/FL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Somnigroup International Inc | SGI | 2.98M | $233.31M |
 The Charles Schwab Corporation | SCHW | 2.94M | $270.99M |
 Floor & Decor Holdings, Inc. | FND | 2.59M | $153.45M |
 Thor Industries, Inc. | THO | 2.56M | $192.43M |
 Clarivate Plc | CLVT | 2.25M | $4.86M |
 Canada Goose Holdings Inc. | GOOS | 1.76M | $16.72M |
 Moelis & Company | MC | 1.5M | $98.35M |
 Booking Holdings Inc. | BKNG | 1.18M | $210.62M |
 Arista Networks, Inc. | ANET | 912.95K | $155.09M |
 The Progressive Corporation | PGR | 908.99K | $198.57M |
 Armstrong World Industries, Inc. | AWI | 784.13K | $125.79M |
 Asbury Automotive Group, Inc. | ABG | 706.61K | $142.08M |
 Installed Building Products, Inc. | IBP | 652.37K | $149.94M |
 American Express Company | AXP | 566.26K | $191.54M |
 Forward Air Corporation | FWRD | 398.55K | $5.38M |
 Berkshire Hathaway Inc. | BRK-B | 302.13K | $151.18M |
 Kinsale Capital Group, Inc. | KNSL | 285.39K | $94.13M |
 Analog Devices, Inc. | ADI | 221.79K | $88.09M |
 Lakeland Financial Corporation | LKFN | 210.41K | $12.99M |
 Patrick Industries, Inc. | PATK | 156K | $14.01M |