Timucuan Asset Management as of Dec. 31, 2025
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 9.8 | $302M | 3.0M | 99.91 | |
| Tempur-Pedic International (SGI) | 8.7 | $268M | 3.0M | 89.28 | |
| Thor Industries (THO) | 8.7 | $267M | 2.6M | 102.67 | |
| Booking Holdings (BKNG) | 8.2 | $254M | 47k | 5355.36 | |
| Analog Devices (ADI) | 8.1 | $249M | 920k | 271.20 | |
| Installed Bldg Prods (IBP) | 7.1 | $218M | 841k | 259.39 | |
| American Express Company (AXP) | 6.9 | $212M | 573k | 369.95 | |
| Progressive Corporation (PGR) | 6.8 | $209M | 918k | 227.72 | |
| Asbury Automotive (ABG) | 5.4 | $166M | 714k | 232.53 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.1 | $156M | 2.6M | 60.89 | |
| Berkshire Hathaway (BRK.B) | 5.0 | $155M | 308k | 502.65 | |
| Berkshire Hathaway (BRK.A) | 4.2 | $130M | 172.00 | 754800.00 | |
| Arista Networks (ANET) | 4.0 | $122M | 935k | 131.03 | |
| Armstrong World Industries (AWI) | 3.5 | $109M | 572k | 191.10 | |
| Moelis & Co (MC) | 3.1 | $97M | 1.4M | 68.74 | |
| NVR (NVR) | 2.7 | $82M | 11k | 7292.78 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.8 | $25M | 1.9M | 12.95 | |
| Patrick Industries (PATK) | 0.5 | $15M | 136k | 108.43 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $11M | 200k | 57.06 | |
| Burford Cap (BUR) | 0.3 | $9.8M | 1.1M | 8.92 | |
| Clarivate Analytics Plc sn (CLVT) | 0.2 | $7.5M | 2.3M | 3.34 | |
| Lci Industries (LCII) | 0.1 | $4.3M | 35k | 121.34 | |
| Smurfit WestRock (SW) | 0.1 | $3.7M | 95k | 38.67 | |
| Whirlpool Corporation (WHR) | 0.1 | $3.1M | 43k | 72.14 | |
| Ies Hldgs (IESC) | 0.1 | $1.9M | 5.0k | 389.02 | |
| International Paper Company (IP) | 0.0 | $1.2M | 30k | 39.39 | |
| German American Ban (GABC) | 0.0 | $588k | 15k | 39.18 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $505k | 5.0k | 100.89 |
