Timucuan Asset Management Inc
$2.4B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORPORATION | 2,948,987 | $277M | 11.4% |
| IBP | INSTALLED BUILDING PRODUCTS IN | 826,867 | $219M | 9.0% |
| SGI | SOMNIGROUP INTERNATIONAL | 2,941,632 | $217M | 9.0% |
| ADI | ANALOG DEVICES INC | 679,859 | $216M | 8.9% |
| THO | THOR INDS INC COM | 2,551,474 | $204M | 8.4% |
| PGR | PROGRESSIVE CORPORATION | 914,198 | $181M | 7.5% |
| AXP | AMERICAN EXPRESS CO COM | 562,998 | $170M | 7.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL | 304,054 | $146M | 6.0% |
| ABG | ASBURY AUTOMOTIVE GROUP | 709,630 | $139M | 5.7% |
| FND | FLOOR AND DECOR HOLDINGS INC | 2,585,343 | $131M | 5.4% |
Track Timucuan Asset Management Inc's 13F portfolio: $2.4B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.