Filed: 8/13/2026ACC: 0001034541-26-000007
📋 What this filing means
TIMUCUAN ASSET MANAGEMENT INC/FL filed this quarterly 13F‑HR report disclosing 27 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.
27
Positions
$2.72B
Total AUM (reported)
24.08M
Total Shares
Allocation by class
COM$2.72B100.0%
Portfolio Concentration
Top 3$714.91M26.3%
4–10$1.19B43.9%
11–25$809.20M29.8%
Rest$1.26M0.0%
Top 3 weight
26.3%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 24.08M
Sole
Full voting authority
24.08M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
CHARLES SCHWAB CORPORATION
SOLEShares2.94M
TypeSH
Market value$270.99M
9.97%
Sole
2.94M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares2.98M
TypeSH
Market value$233.31M
8.59%
Sole
2.98M
Shared
0.00
None
0.00
BOOKING HLDGS INC
SOLEShares1.18M
TypeSH
Market value$210.62M
7.75%
Sole
1.18M
Shared
0.00
None
0.00
PROGRESSIVE CORPORATION
SOLEShares908.99K
TypeSH
Market value$198.57M
7.31%
Sole
908.99K
Shared
0.00
None
0.00
THOR INDS INC COM
SOLEShares2.56M
TypeSH
Market value$192.43M
7.08%
Sole
2.56M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO COM
SOLEShares566.26K
TypeSH
Market value$191.54M
7.05%
Sole
566.26K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares912.95K
TypeSH
Market value$155.09M
5.71%
Sole
912.95K
Shared
0.00
None
0.00
FLOOR AND DECOR HOLDINGS INC
SOLEShares2.59M
TypeSH
Market value$153.45M
5.65%
Sole
2.59M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares302.13K
TypeSH
Market value$151.18M
5.56%
Sole
302.13K
Shared
0.00
None
0.00
INSTALLED BUILDING PRODUCTS IN
SOLEShares652.37K
TypeSH
Market value$149.94M
5.52%
Sole
652.37K
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP
SOLEShares706.61K
TypeSH
Market value$142.08M
5.23%
Sole
706.61K
Shared
0.00
None
0.00
ARMSTRONG WORLD INDUSTRIES INC
SOLEShares784.13K
TypeSH
Market value$125.79M
4.63%
Sole
784.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares160.00
TypeSH
Market value$119.82M
4.41%
Sole
160.00
Shared
0.00
None
0.00
MOELIS AND COMPANY
SOLEShares1.50M
TypeSH
Market value$98.35M
3.62%
Sole
1.50M
Shared
0.00
None
0.00
KINSALE CAPITAL GROUP INC
SOLEShares285.39K
TypeSH
Market value$94.13M
3.46%
Sole
285.39K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares221.79K
TypeSH
Market value$88.09M
3.24%
Sole
221.79K
Shared
0.00
None
0.00
NVR INC
SOLEShares11.58K
TypeSH
Market value$78.92M
2.90%
Sole
11.58K
Shared
0.00
None
0.00
CANADA GOOSE HOLDINGS INC
SOLEShares1.76M
TypeSH
Market value$16.72M
0.62%
Sole
1.76M
Shared
0.00
None
0.00
PATRICK INDUSTRIES INC
SOLEShares156K
TypeSH
Market value$14.01M
0.52%
Sole
156K
Shared
0.00
None
0.00
LAKELAND FINANCIAL CORPORATION
SOLEShares210.41K
TypeSH
Market value$12.99M
0.48%
Sole
210.41K
Shared
0.00
None
0.00
FORWARD AIR CORP
SOLEShares398.55K
TypeSH
Market value$5.38M
0.20%
Sole
398.55K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares2.25M
TypeSH
Market value$4.86M
0.18%
Sole
2.25M
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares105K
TypeSH
Market value$4.86M
0.18%
Sole
105K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares52.50K
TypeSH
Market value$2.07M
0.08%
Sole
52.50K
Shared
0.00
None
0.00
INTERNATIONAL PAPER
SOLEShares30K
TypeSH
Market value$1.14M
0.04%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHARLES SCHWAB CORPORATIONSOLE | COM | 2.94M | SH | $270.99M 9.97% | 2.94M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 2.98M | SH | $233.31M 8.59% | 2.98M | 0.00 | 0.00 |
BOOKING HLDGS INCSOLE | COM | 1.18M | SH | $210.62M 7.75% | 1.18M | 0.00 | 0.00 |
PROGRESSIVE CORPORATIONSOLE | COM | 908.99K | SH | $198.57M 7.31% | 908.99K | 0.00 | 0.00 |
THOR INDS INC COMSOLE | COM | 2.56M | SH | $192.43M 7.08% | 2.56M | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 566.26K | SH | $191.54M 7.05% | 566.26K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 912.95K | SH | $155.09M 5.71% | 912.95K | 0.00 | 0.00 |
FLOOR AND DECOR HOLDINGS INCSOLE | COM | 2.59M | SH | $153.45M 5.65% | 2.59M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 302.13K | SH | $151.18M 5.56% | 302.13K | 0.00 | 0.00 |
INSTALLED BUILDING PRODUCTS INSOLE | COM | 652.37K | SH | $149.94M 5.52% | 652.37K | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUPSOLE | COM | 706.61K | SH | $142.08M 5.23% | 706.61K | 0.00 | 0.00 |
ARMSTRONG WORLD INDUSTRIES INCSOLE | COM | 784.13K | SH | $125.79M 4.63% | 784.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 160.00 | SH | $119.82M 4.41% | 160.00 | 0.00 | 0.00 |
MOELIS AND COMPANYSOLE | COM | 1.50M | SH | $98.35M 3.62% | 1.50M | 0.00 | 0.00 |
KINSALE CAPITAL GROUP INCSOLE | COM | 285.39K | SH | $94.13M 3.46% | 285.39K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 221.79K | SH | $88.09M 3.24% | 221.79K | 0.00 | 0.00 |
NVR INCSOLE | COM | 11.58K | SH | $78.92M 2.90% | 11.58K | 0.00 | 0.00 |
CANADA GOOSE HOLDINGS INCSOLE | COM | 1.76M | SH | $16.72M 0.62% | 1.76M | 0.00 | 0.00 |
PATRICK INDUSTRIES INCSOLE | COM | 156K | SH | $14.01M 0.52% | 156K | 0.00 | 0.00 |
LAKELAND FINANCIAL CORPORATIONSOLE | COM | 210.41K | SH | $12.99M 0.48% | 210.41K | 0.00 | 0.00 |
FORWARD AIR CORPSOLE | COM | 398.55K | SH | $5.38M 0.20% | 398.55K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | COM | 2.25M | SH | $4.86M 0.18% | 2.25M | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | COM | 105K | SH | $4.86M 0.18% | 105K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 52.50K | SH | $2.07M 0.08% | 52.50K | 0.00 | 0.00 |
INTERNATIONAL PAPERSOLE | COM | 30K | SH | $1.14M 0.04% | 30K | 0.00 | 0.00 |
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