Filed: 2/13/2026ACC: 0001034541-26-000002
📋 What this filing means
TIMUCUAN ASSET MANAGEMENT INC/FL filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $3.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$3.08B
Total AUM (reported)
24.28M
Total Shares
Allocation by class
COM$3.08B100.0%
Portfolio Concentration
Top 3$837.06M27.2%
4–10$1.46B47.5%
11–25$776.75M25.2%
Rest$2.29M0.1%
Top 3 weight
27.2%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 24.28M
Sole
Full voting authority
24.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
CHARLES SCHWAB CORPORATION
SOLEShares3.02M
TypeSH
Market value$302.18M
9.81%
Sole
3.02M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares3M
TypeSH
Market value$267.99M
8.70%
Sole
3M
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.60M
TypeSH
Market value$266.89M
8.66%
Sole
2.60M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares47.38K
TypeSH
Market value$253.72M
8.24%
Sole
47.38K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares919.58K
TypeSH
Market value$249.39M
8.10%
Sole
919.58K
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares840.84K
TypeSH
Market value$218.11M
7.08%
Sole
840.84K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares573.28K
TypeSH
Market value$212.08M
6.89%
Sole
573.28K
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares917.49K
TypeSH
Market value$208.93M
6.78%
Sole
917.49K
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares713.85K
TypeSH
Market value$165.99M
5.39%
Sole
713.85K
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.56M
TypeSH
Market value$155.84M
5.06%
Sole
2.56M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares308.02K
TypeSH
Market value$154.83M
5.03%
Sole
308.02K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares172.00
TypeSH
Market value$129.83M
4.21%
Sole
172.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares934.50K
TypeSH
Market value$122.45M
3.98%
Sole
934.50K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares571.69K
TypeSH
Market value$109.25M
3.55%
Sole
571.69K
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.41M
TypeSH
Market value$96.63M
3.14%
Sole
1.41M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.27K
TypeSH
Market value$82.20M
2.67%
Sole
11.27K
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.94M
TypeSH
Market value$25.10M
0.81%
Sole
1.94M
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares136K
TypeSH
Market value$14.75M
0.48%
Sole
136K
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares199.76K
TypeSH
Market value$11.40M
0.37%
Sole
199.76K
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$9.84M
0.32%
Sole
1.10M
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$7.51M
0.24%
Sole
2.25M
Shared
0.00
None
0.00
LCI INDUSTRIES
SOLEShares35.32K
TypeSH
Market value$4.29M
0.14%
Sole
35.32K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares95K
TypeSH
Market value$3.67M
0.12%
Sole
95K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares42.50K
TypeSH
Market value$3.07M
0.10%
Sole
42.50K
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares5K
TypeSH
Market value$1.95M
0.06%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES SCHWAB CORPORATIONSOLE | COM | 3.02M | SH | $302.18M 9.81% | 3.02M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 3M | SH | $267.99M 8.70% | 3M | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.60M | SH | $266.89M 8.66% | 2.60M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 47.38K | SH | $253.72M 8.24% | 47.38K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 919.58K | SH | $249.39M 8.10% | 919.58K | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 840.84K | SH | $218.11M 7.08% | 840.84K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 573.28K | SH | $212.08M 6.89% | 573.28K | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 917.49K | SH | $208.93M 6.78% | 917.49K | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 713.85K | SH | $165.99M 5.39% | 713.85K | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.56M | SH | $155.84M 5.06% | 2.56M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 308.02K | SH | $154.83M 5.03% | 308.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 172.00 | SH | $129.83M 4.21% | 172.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 934.50K | SH | $122.45M 3.98% | 934.50K | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 571.69K | SH | $109.25M 3.55% | 571.69K | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.41M | SH | $96.63M 3.14% | 1.41M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.27K | SH | $82.20M 2.67% | 11.27K | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.94M | SH | $25.10M 0.81% | 1.94M | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 136K | SH | $14.75M 0.48% | 136K | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 199.76K | SH | $11.40M 0.37% | 199.76K | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $9.84M 0.32% | 1.10M | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $7.51M 0.24% | 2.25M | 0.00 | 0.00 |
LCI INDUSTRIESSOLE | COM | 35.32K | SH | $4.29M 0.14% | 35.32K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | COM | 95K | SH | $3.67M 0.12% | 95K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 42.50K | SH | $3.07M 0.10% | 42.50K | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 5K | SH | $1.95M 0.06% | 5K | 0.00 | 0.00 |
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