Timucuan Asset Management Inc
$2.4B 13F equity value
27 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Timucuan Asset Management Inc covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORPORATION | 2,936,893 | $271M | 11.4% |
| SGI | SOMNIGROUP INTERNATIONAL | 2,975,857 | $233M | 9.8% |
| PGR | PROGRESSIVE CORPORATION | 908,992 | $199M | 8.3% |
| THO | THOR INDS INC COM | 2,560,247 | $192M | 8.1% |
| AXP | AMERICAN EXPRESS CO COM | 566,262 | $192M | 8.0% |
| ANET | ARISTA NETWORKS INC | 912,952 | $155M | 6.5% |
| FND | FLOOR AND DECOR HOLDINGS INC | 2,585,135 | $153M | 6.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL | 302,128 | $151M | 6.3% |
| IBP | INSTALLED BUILDING PRODUCTS IN | 652,368 | $150M | 6.3% |
| ABG | ASBURY AUTOMOTIVE GROUP | 706,608 | $142M | 6.0% |
Track Timucuan Asset Management Inc's 13F portfolio: $2.4B in reported holdings, 27 positions. Top holdings and quarterly changes on SentiSense.
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