TIMUCUAN ASSET MANAGEMENT INC/FL
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 2.95M | $277.15M |
 | SGI | 2.94M | $217.45M |
 | FND | 2.59M | $131.34M |
 | THO | 2.55M | $203.84M |
 | CLVT | 2.25M | $5.69M |
 | GOOS | 1.76M | $19.29M |
 | MC | 1.51M | $86.34M |
 | BUR | 1.10M | $4.99M |
 | ANET | 918K | $112.75M |
 | PGR | 914K | $181.23M |
 | IBP | 827K | $219.24M |
 | ABG | 710K | $138.67M |
 | ADI | 680K | $216.29M |
 | AWI | 563K | $92.86M |
 | AXP | 563K | $170.30M |
 | BRK-B | 304K | $145.70M |
 | LKFN | 210K | $12.07M |
 | KNSL | 181K | $61.86M |
 | PATK | 146K | $16.22M |
 | SW | 105K | $4.18M |
The Charles Schwab Corporation
SCHW
Shares Held
2.95M
Value
$277.15M
Somnigroup International Inc
SGI
Shares Held
2.94M
Value
$217.45M
Floor & Decor Holdings, Inc.
FND
Shares Held
2.59M
Value
$131.34M
Thor Industries, Inc.
THO
Shares Held
2.55M
Value
$203.84M
Clarivate Plc
CLVT
Shares Held
2.25M
Value
$5.69M
Canada Goose Holdings Inc.
GOOS
Shares Held
1.76M
Value
$19.29M
Moelis & Company
MC
Shares Held
1.51M
Value
$86.34M
Burford Capital Limited
BUR
Shares Held
1.10M
Value
$4.99M
Arista Networks, Inc.
ANET
Shares Held
918K
Value
$112.75M
The Progressive Corporation
PGR
Shares Held
914K
Value
$181.23M
Installed Building Products, Inc.
IBP
Shares Held
827K
Value
$219.24M
Asbury Automotive Group, Inc.
ABG
Shares Held
710K
Value
$138.67M
Analog Devices, Inc.
ADI
Shares Held
680K
Value
$216.29M
Armstrong World Industries, Inc.
AWI
Shares Held
563K
Value
$92.86M
American Express Company
AXP
Shares Held
563K
Value
$170.30M
Berkshire Hathaway Inc.
BRK-B
Shares Held
304K
Value
$145.70M
Lakeland Financial Corporation
LKFN
Shares Held
210K
Value
$12.07M
Kinsale Capital Group, Inc.
KNSL
Shares Held
181K
Value
$61.86M
Patrick Industries, Inc.
PATK
Shares Held
146K
Value
$16.22M
Smurfit Westrock plc
SW
Shares Held
105K
Value
$4.18M