Timucuan Asset Management Inc/Fl
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.72B
Q ending 2026-03-31
Prior quarter
$3.08B
Q ending 2025-12-31
Change
-11.8% QoQ · -15.5% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Charles Schwab Corporation | SCHW | Shares | $277.1M | 2.9M |
| Installed Building Products In | IBP | Shares | $219.2M | 827K |
| Somnigroup International | SGI | Shares | $217.4M | 2.9M |
| Analog Devices Inc | ADI | Shares | $216.3M | 680K |
| Thor Inds Inc Com | THO | Shares | $203.8M | 2.6M |
| Booking Hldgs Inc | Shares | $199.3M | 47K | |
| Progressive Corporation | PGR | Shares | $181.2M | 914K |
| American Express Co Com | AXP | Shares | $170.3M | 563K |
| Berkshire Hathaway Inc Del Cl | BRK/B | Shares | $145.7M | 304K |
| Asbury Automotive Group | ABG | Shares | $138.7M | 710K |
| Floor And Decor Holdings Inc | FND | Shares | $131.3M | 2.6M |
| Berkshire Hathaway Inc Del Cl | BRK/A | Shares | $117.8M | 164 |
| Arista Networks Inc | ANET | Shares | $112.7M | 918K |
| Armstrong World Industries Inc | Shares | $92.9M | 563K | |
| Moelis And Company | MC | Shares | $86.3M | 1.5M |
| Nvr Inc | NVR | Shares | $75.1M | 11K |
| Kinsale Capital Group Inc | KNSL | Shares | $61.9M | 181K |
| Canada Goose Holdings Inc | GOOS | Shares | $19.3M | 1.8M |
| Patrick Industries Inc | PATK | Shares | $16.2M | 146K |
| Lakeland Financial Corporation | LKFN | Shares | $12.1M | 210K |
| Clarivate Plc | Shares | $5.7M | 2.3M | |
| Burford Capital Ltd | Shares | $5.0M | 1.1M | |
| Smurfit Westrock Plc | Shares | $4.2M | 105K | |
| Whirlpool Corp | WHR | Shares | $2.8M | 53K |
| Ies Holdings Inc | IESC | Shares | $2.4M | 5K |
| International Paper | IP | Shares | $1.1M | 30K |
| German American Bancorp Inc | GABC | Shares | $627K | 15K |
| Kimberly-Clark Corp Com | KMB | Shares | $482K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.