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TIMUCUAN ASSET MANAGEMENT INC/FL
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,717,579,008
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CHARLES SCHWAB CORPORATION · COM · 808513105 · shares: $270,987,086
- SOMNIGROUP INTERNATIONAL · COM · 88023U101 · shares: $233,307,169
- BOOKING HLDGS INC · COM · 09857l108 · shares: $210,619,818
- PROGRESSIVE CORPORATION · COM · 743315103 · shares: $198,569,195
- THOR INDS INC COM · COM · 885160101 · shares: $192,428,169
- AMERICAN EXPRESS CO COM · COM · 025816109 · shares: $191,538,136
- ARISTA NETWORKS INC · COM · 040413205 · shares: $155,092,314
- FLOOR AND DECOR HOLDINGS INC · COM · 339750101 · shares: $153,453,614
- BERKSHIRE HATHAWAY INC DEL CL · COM · 084670702 · shares: $151,181,867
- INSTALLED BUILDING PRODUCTS IN · COM · 45780R101 · shares: $149,940,261
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CHARLES SCHWAB CORPORATION | COM | 808513105 | — | 2,936,893 shares | $270,987,086 |
| SOMNIGROUP INTERNATIONAL | COM | 88023U101 | — | 2,975,857 shares | $233,307,169 |
| BOOKING HLDGS INC | COM | 09857l108 | — | 1,181,664 shares | $210,619,818 |
| PROGRESSIVE CORPORATION | COM | 743315103 | — | 908,992 shares | $198,569,195 |
| THOR INDS INC COM | COM | 885160101 | — | 2,560,247 shares | $192,428,169 |
| AMERICAN EXPRESS CO COM | COM | 025816109 | — | 566,262 shares | $191,538,136 |
| ARISTA NETWORKS INC | COM | 040413205 | — | 912,952 shares | $155,092,314 |
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | — | 2,585,135 shares | $153,453,614 |
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | — | 302,128 shares | $151,181,867 |
| INSTALLED BUILDING PRODUCTS IN | COM | 45780R101 | — | 652,368 shares | $149,940,261 |
| ASBURY AUTOMOTIVE GROUP | COM | 043436104 | — | 706,608 shares | $142,084,737 |
| ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | — | 784,126 shares | $125,789,488 |
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | — | 160 shares | $119,816,000 |
| MOELIS AND COMPANY | COM | 60786M105 | — | 1,503,334 shares | $98,348,107 |
| KINSALE CAPITAL GROUP INC | COM | 49714P108 | — | 285,392 shares | $94,125,136 |
| ANALOG DEVICES INC | COM | 032654105 | — | 221,787 shares | $88,087,305 |
| NVR INC | COM | 62944T105 | — | 11,583 shares | $78,919,762 |
| CANADA GOOSE HOLDINGS INC | COM | 135086106 | — | 1,758,525 shares | $16,723,573 |
| PATRICK INDUSTRIES INC | COM | 703343103 | — | 156,000 shares | $14,005,680 |
| LAKELAND FINANCIAL CORPORATION | COM | 511656100 | — | 210,411 shares | $12,986,567 |
| FORWARD AIR CORP | COM | 34986A104 | — | 398,551 shares | $5,384,424 |
| CLARIVATE PLC | COM | G21810109 | — | 2,250,000 shares | $4,860,000 |
| SMURFIT WESTROCK PLC | COM | G8267P108 | — | 105,000 shares | $4,857,300 |
| WHIRLPOOL CORP | COM | 963320106 | — | 52,500 shares | $2,069,550 |
| INTERNATIONAL PAPER | COM | 460146103 | — | 30,000 shares | $1,143,000 |
| GERMAN AMERICAN BANCORP INC | COM | 373865104 | — | 15,000 shares | $711,900 |
| KIMBERLY-CLARK CORP COM | COM | 494368103 | — | 5,000 shares | $548,850 |