Timucuan Asset Management Inc/Fl Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Timucuan Asset Management Inc/Fl disclosed 24 stock positions valued at approximately $2.72B as of quarter-end June 30, 2026. The largest holdings include CHARLES SCHWAB CORPORATION, SOMNIGROUP INTERNATIONAL, and PROGRESSIVE CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $2.72B
Holdings by Sector
Timucuan Asset Management Inc/Fl Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB CORPORATION | SCHW | Financial Services | 9.97% | 2,936,893 | -12,094 | -0.41% | $270,987,086 |
| SOMNIGROUP INTERNATIONAL | TPX | Consumer Cyclical | 8.59% | 2,975,857 | +34,225 | +1.16% | $233,307,169 |
| PROGRESSIVE CORPORATION | PGR | Financial Services | 7.31% | 908,992 | -5,206 | -0.57% | $198,569,195 |
| THOR INDS INC COM | THO | Consumer Cyclical | 7.08% | 2,560,247 | +8,773 | +0.34% | $192,428,169 |
| AMERICAN EXPRESS CO COM | AXP | Financial Services | 7.05% | 566,262 | +3,264 | +0.58% | $191,538,136 |
| ARISTA NETWORKS INC | ANET | Other | 5.71% | 912,952 | -5,348 | -0.58% | $155,092,314 |
| FLOOR AND DECOR HOLDINGS INC | FND | Consumer Cyclical | 5.65% | 2,585,135 | -208 | -0.01% | $153,453,614 |
| BERKSHIRE HATHAWAY INC DEL CL | BRK-B | Financial Services | 5.56% | 302,128 | -1,926 | -0.63% | $151,181,867 |
| INSTALLED BUILDING PRODUCTS IN | IBP | Consumer Cyclical | 5.52% | 652,368 | -174,499 | -21.10% | $149,940,261 |
| ASBURY AUTOMOTIVE GROUP | ABG | Consumer Cyclical | 5.23% | 706,608 | -3,022 | -0.43% | $142,084,737 |
| BERKSHIRE HATHAWAY INC DEL CL | BRK-A | Financial Services | 4.41% | 160 | -4 | -2.44% | $119,816,000 |
| MOELIS AND COMPANY | MC | Financial Services | 3.62% | 1,503,334 | -11,367 | -0.75% | $98,348,107 |
| KINSALE CAPITAL GROUP INC | KNSL | Financial Services | 3.46% | 285,392 | +104,346 | +57.64% | $94,125,136 |
| ANALOG DEVICES INC | ADI | Technology | 3.24% | 221,787 | -458,072 | -67.38% | $88,087,305 |
| NVR INC | NVR | Consumer Cyclical | 2.90% | 11,583 | +182 | +1.60% | $78,919,762 |
| CANADA GOOSE HOLDINGS INC | GOOS | Consumer Cyclical | 0.62% | 1,758,525 | - | - | $16,723,573 |
| PATRICK INDUSTRIES INC | PATK | Consumer Cyclical | 0.52% | 156,000 | +10,000 | +6.85% | $14,005,680 |
| LAKELAND FINANCIAL CORPORATION | LKFN | Financial Services | 0.48% | 210,411 | - | - | $12,986,567 |
| CLARIVATE PLC | CLVT | Other | 0.18% | 2,250,000 | - | - | $4,860,000 |
| SMURFIT WESTROCK PLC | SW | Other | 0.18% | 105,000 | - | - | $4,857,300 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 0.08% | 52,500 | - | - | $2,069,550 |
| INTERNATIONAL PAPER | IP | Consumer Cyclical | 0.04% | 30,000 | -400 | -1.32% | $1,143,000 |
| GERMAN AMERICAN BANCORP INC | GABC | Financial Services | 0.03% | 15,000 | - | - | $711,900 |
| KIMBERLY-CLARK CORP COM | KMB | Consumer Defensive | 0.02% | 5,000 | - | - | $548,850 |
Showing 24 of 24 holdings in the latest reporting period.