Filed: 5/14/2026ACC: 0001034541-26-000003
📋 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 $2.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$2.72B
Total AUM (reported)
23.94M
Total Shares
Allocation by class
COM$2.72B100.0%
Portfolio Concentration
Top 3$713.83M26.3%
4–10$1.26B46.2%
11–25$745.70M27.4%
Rest$2.19M0.1%
Top 3 weight
26.3%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 23.94M
Sole
Full voting authority
23.94M
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
SOLEShares2.95M
TypeSH
Market value$277.15M
10.20%
Sole
2.95M
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares826.87K
TypeSH
Market value$219.24M
8.07%
Sole
826.87K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares2.94M
TypeSH
Market value$217.45M
8.00%
Sole
2.94M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares679.86K
TypeSH
Market value$216.29M
7.96%
Sole
679.86K
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.55M
TypeSH
Market value$203.84M
7.50%
Sole
2.55M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares47.35K
TypeSH
Market value$199.35M
7.34%
Sole
47.35K
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares914.20K
TypeSH
Market value$181.23M
6.67%
Sole
914.20K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares563K
TypeSH
Market value$170.30M
6.27%
Sole
563K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares304.05K
TypeSH
Market value$145.70M
5.36%
Sole
304.05K
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares709.63K
TypeSH
Market value$138.67M
5.10%
Sole
709.63K
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.59M
TypeSH
Market value$131.34M
4.83%
Sole
2.59M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares164.00
TypeSH
Market value$117.77M
4.33%
Sole
164.00
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares918.30K
TypeSH
Market value$112.75M
4.15%
Sole
918.30K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares563.45K
TypeSH
Market value$92.86M
3.42%
Sole
563.45K
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.51M
TypeSH
Market value$86.34M
3.18%
Sole
1.51M
Shared
0.00
None
0.00
NVR INC
SOLEShares11.40K
TypeSH
Market value$75.13M
2.77%
Sole
11.40K
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP INC
SOLEShares181.05K
TypeSH
Market value$61.86M
2.28%
Sole
181.05K
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.76M
TypeSH
Market value$19.29M
0.71%
Sole
1.76M
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares146K
TypeSH
Market value$16.22M
0.60%
Sole
146K
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares210.41K
TypeSH
Market value$12.07M
0.44%
Sole
210.41K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$5.69M
0.21%
Sole
2.25M
Shared
0.00
None
0.00
BURFORD CAPITAL LTD
SOLEShares1.10M
TypeSH
Market value$4.99M
0.18%
Sole
1.10M
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares105K
TypeSH
Market value$4.18M
0.15%
Sole
105K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares52.50K
TypeSH
Market value$2.83M
0.10%
Sole
52.50K
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares5K
TypeSH
Market value$2.38M
0.09%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES SCHWAB CORPORATIONSOLE | COM | 2.95M | SH | $277.15M 10.20% | 2.95M | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 826.87K | SH | $219.24M 8.07% | 826.87K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 2.94M | SH | $217.45M 8.00% | 2.94M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 679.86K | SH | $216.29M 7.96% | 679.86K | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.55M | SH | $203.84M 7.50% | 2.55M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 47.35K | SH | $199.35M 7.34% | 47.35K | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 914.20K | SH | $181.23M 6.67% | 914.20K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 563K | SH | $170.30M 6.27% | 563K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 304.05K | SH | $145.70M 5.36% | 304.05K | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 709.63K | SH | $138.67M 5.10% | 709.63K | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.59M | SH | $131.34M 4.83% | 2.59M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 164.00 | SH | $117.77M 4.33% | 164.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 918.30K | SH | $112.75M 4.15% | 918.30K | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 563.45K | SH | $92.86M 3.42% | 563.45K | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.51M | SH | $86.34M 3.18% | 1.51M | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.40K | SH | $75.13M 2.77% | 11.40K | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INCSOLE | COM | 181.05K | SH | $61.86M 2.28% | 181.05K | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.76M | SH | $19.29M 0.71% | 1.76M | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 146K | SH | $16.22M 0.60% | 146K | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 210.41K | SH | $12.07M 0.44% | 210.41K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $5.69M 0.21% | 2.25M | 0.00 | 0.00 |
BURFORD CAPITAL LTDSOLE | COM | 1.10M | SH | $4.99M 0.18% | 1.10M | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | COM | 105K | SH | $4.18M 0.15% | 105K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 52.50K | SH | $2.83M 0.10% | 52.50K | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 5K | SH | $2.38M 0.09% | 5K | 0.00 | 0.00 |
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