CIK 1034541
TIMUCUAN ASSET MANAGEMENT INC/FL
Institutional 13F holdings & portfolio
Holdings
28
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–28 of 28
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORPORATION | 3.0M | $1M+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL | 3.0M | $1M+ | SH |
| THO | THOR INDS INC COM | 2.6M | $1M+ | SH |
| BKNG | BOOKING HLDGS INC | 47K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 920K | $1M+ | SH |
| IBP | INSTALLED BUILDING PRODUCTS IN | 841K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 573K | $1M+ | SH |
| PGR | PROGRESSIVE CORPORATION | 917K | $1M+ | SH |
| ABG | ASBURY AUTOMOTIVE GROUP | 714K | $1M+ | SH |
| FND | FLOOR AND DECOR HOLDINGS INC | 2.6M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 308K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL | 172 | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 935K | $1M+ | SH |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | 572K | $1M+ | SH |
| MC | MOELIS AND COMPANY | 1.4M | $1M+ | SH |
| NVR | NVR INC | 11K | $1M+ | SH |
| GOOS | CANADA GOOSE HOLDINGS INC | 1.9M | $1M+ | SH |
| PATK | PATRICK INDUSTRIES INC | 136K | $1M+ | SH |
| LKFN | LAKELAND FINANCIAL CORPORATION | 200K | $1M+ | SH |
| BUR | BURFORD CAPITAL LTD | 1.1M | $1M+ | SH |
| CLVT | CLARIVATE PLC | 2.3M | $1M+ | SH |
| LCII | LCI INDUSTRIES | 35K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC | 95K | $1M+ | SH |
| WHR | WHIRLPOOL CORP | 43K | $1M+ | SH |
| IESC | IES HOLDINGS INC | 5K | $1M+ | SH |
| IP | INTERNATIONAL PAPER | 30K | $1M+ | SH |
| GABC | GERMAN AMERICAN BANCORP INC | 15K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 5K | $500K+ | SH |