Universe · entity
TIMUCUAN ASSET MANAGEMENT INC/FL
Institutional manager (13F) · CIK 1034541
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CHARLES SCHWAB CORPORATION | $277M | 2,948,987 |
| 2 | INSTALLED BUILDING PRODUCTS IN | $219M | 826,867 |
| 3 | SOMNIGROUP INTERNATIONAL | $217M | 2,941,632 |
| 4 | ANALOG DEVICES INC | $216M | 679,859 |
| 5 | THOR INDS INC COM | $204M | 2,551,474 |
| 6 | BOOKING HLDGS INC | $199M | 47,347 |
| 7 | PROGRESSIVE CORPORATION | $181M | 914,198 |
| 8 | AMERICAN EXPRESS CO COM | $170M | 562,998 |
| 9 | BERKSHIRE HATHAWAY INC DEL CL | $146M | 304,054 |
| 10 | ASBURY AUTOMOTIVE GROUP | $139M | 709,630 |
| 11 | FLOOR AND DECOR HOLDINGS INC | $131M | 2,585,343 |
| 12 | BERKSHIRE HATHAWAY INC DEL CL | $118M | 164 |
| 13 | ARISTA NETWORKS INC | $113M | 918,300 |
| 14 | ARMSTRONG WORLD INDUSTRIES INC | $93M | 563,451 |
| 15 | MOELIS AND COMPANY | $86M | 1,514,701 |
| 16 | NVR INC | $75M | 11,401 |
| 17 | KINSALE CAPITAL GROUP INC | $62M | 181,046 |
| 18 | CANADA GOOSE HOLDINGS INC | $19M | 1,758,525 |
| 19 | PATRICK INDUSTRIES INC | $16M | 146,000 |
| 20 | LAKELAND FINANCIAL CORPORATION | $12M | 210,411 |
| 21 | CLARIVATE PLC | $6M | 2,250,000 |
| 22 | BURFORD CAPITAL LTD | $5M | 1,103,016 |
| 23 | SMURFIT WESTROCK PLC | $4M | 105,000 |
| 24 | WHIRLPOOL CORP | $3M | 52,500 |
| 25 | IES HOLDINGS INC | $2M | 5,000 |
| 26 | INTERNATIONAL PAPER | $1M | 30,400 |
| 27 | GERMAN AMERICAN BANCORP INC | $627k | 15,000 |
| 28 | KIMBERLY-CLARK CORP COM | $482k | 5,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.