Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TIMUCUAN ASSET MANAGEMENT INC/FL (CIK 1034541) reported $2.72B across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHW ($277.1M, 10.20%), IBP ($219.2M, 8.07%), TPX ($217.4M, 8.00%), ADI ($216.3M, 7.96%), THO ($203.8M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHW | CHARLES SCHWAB CORPORATION | $277.1M | 10.20% | 2.9M | Trimmed |
| 2 | IBP | INSTALLED BUILDING PRODUCTS IN | $219.2M | 8.07% | 826,867 | Trimmed |
| 3 | TPX | SOMNIGROUP INTERNATIONAL | $217.4M | 8.00% | 2.9M | Trimmed |
| 4 | ADI | ANALOG DEVICES INC | $216.3M | 7.96% | 679,859 | Trimmed |
| 5 | THO | THOR INDS INC COM | $203.8M | 7.50% | 2.6M | Trimmed |
| 6 | BKNG | BOOKING HLDGS INC | $199.3M | 7.34% | 47,347 | Trimmed |
| 7 | PGR | PROGRESSIVE CORPORATION | $181.2M | 6.67% | 914,198 | Trimmed |
| 8 | AXP | AMERICAN EXPRESS CO COM | $170.3M | 6.27% | 562,998 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $145.7M | 5.36% | 304,054 | Trimmed |
| 10 | ABG | ASBURY AUTOMOTIVE GROUP | $138.7M | 5.10% | 709,630 | Trimmed |
| 11 | FND | FLOOR AND DECOR HOLDINGS INC | $131.3M | 4.83% | 2.6M | Added |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $117.8M | 4.33% | 164 | Trimmed |
| 13 | ANET | ARISTA NETWORKS INC | $112.7M | 4.15% | 918,300 | Trimmed |
| 14 | AWI | ARMSTRONG WORLD INDUSTRIES INC | $92.9M | 3.42% | 563,451 | Trimmed |
| 15 | MC | MOELIS AND COMPANY | $86.3M | 3.18% | 1.5M | Added |
| 16 | NVR | NVR INC | $75.1M | 2.77% | 11,401 | Added |
| 17 | KNSL | KINSALE CAPITAL GROUP INC | $61.9M | 2.28% | 181,046 | New |
| 18 | GOOS | CANADA GOOSE HOLDINGS INC | $19.3M | 0.71% | 1.8M | Trimmed |
| 19 | PATK | PATRICK INDUSTRIES INC | $16.2M | 0.60% | 146,000 | Added |
| 20 | LKFN | LAKELAND FINANCIAL CORPORATION | $12.1M | 0.44% | 210,411 | Added |
| 21 | CLVT | CLARIVATE PLC | $5.7M | 0.21% | 2.2M | Hold |
| 22 | BUR | BURFORD CAPITAL LTD | $5.0M | 0.18% | 1.1M | Hold |
| 23 | SW | SMURFIT WESTROCK PLC | $4.2M | 0.15% | 105,000 | Added |
| 24 | WHR | WHIRLPOOL CORP | $2.8M | 0.10% | 52,500 | Added |
| 25 | IESC | IES HOLDINGS INC | $2.4M | 0.09% | 5,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31