Timucuan Asset Management INC/FL
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB CHARLES CORP | $277.15M | 10.2% |
| Installed Building Products, Inc. | $219.24M | 8.1% |
| Somnigroup International Inc | $217.45M | 8.0% |
| ANALOG DEVICES INC | $216.29M | 8.0% |
| THOR INDUSTRIES INC | $203.84M | 7.5% |
| BOOKING HLDGS INC | $199.35M | 7.3% |
| PROGRESSIVE CORP/OH | $181.23M | 6.7% |
| AMERICAN EXPRESS CO | $170.30M | 6.3% |
| Warren E. Buffett | $145.70M | 5.4% |
| Asbury Automotive Group Inc | $138.67M | 5.1% |
| FLOOR & DECOR HOLDINGS INC | $131.34M | 4.8% |
| BERKSHIRE HATHAWAY INC DEL CL | $117.77M | 4.3% |
| Arista Networks, Inc.ANET | $112.75M | 4.1% |
| ARMSTRONG WORLD INDUSTRIES INC | $92.86M | 3.4% |
| Moelis & Co | $86.34M | 3.2% |
| NVR INC | $75.13M | 2.8% |
| Kinsale Capital Group, Inc. | $61.86M | 2.3% |
| Canada Goose Holdings Inc. | $19.29M | 0.7% |
| PATRICK INDUSTRIES INC | $16.22M | 0.6% |
| LAKELAND FINANCIAL CORP | $12.07M | 0.4% |
| CLARIVATE PLC | $5.69M | 0.2% |
| BURFORD CAPITAL LTD | $4.99M | 0.2% |
| Smurfit Westrock plc | $4.18M | 0.2% |
| Whirlpool Corp | $2.83M | 0.1% |
| IES Holdings, Inc. | $2.38M | 0.1% |
| INTERNATIONAL PAPER CO /NEW | $1.09M | 0.0% |
| GERMAN AMERICAN BANCORP, INC. | $626.9K | 0.0% |
| KIMBERLY CLARK CORP | $482.4K | 0.0% |