Timucuan Asset Management as of March 31, 2026
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 10.2 | $277M | 2.9M | 93.98 | |
| Installed Bldg Prods (IBP) | 8.1 | $219M | 827k | 265.15 | |
| Tempur-Pedic International (SGI) | 8.0 | $217M | 2.9M | 73.92 | |
| Analog Devices (ADI) | 8.0 | $216M | 680k | 318.14 | |
| Thor Industries (THO) | 7.5 | $204M | 2.6M | 79.89 | |
| Booking Holdings (BKNG) | 7.3 | $199M | 47k | 4210.34 | |
| Progressive Corporation (PGR) | 6.7 | $181M | 914k | 198.24 | |
| American Express Company (AXP) | 6.3 | $170M | 563k | 302.48 | |
| Berkshire Hathaway (BRK.B) | 5.4 | $146M | 304k | 479.20 | |
| Asbury Automotive (ABG) | 5.1 | $139M | 710k | 195.41 | |
| Floor & Decor Hldgs Inc cl a (FND) | 4.8 | $131M | 2.6M | 50.80 | |
| Berkshire Hathaway (BRK.A) | 4.3 | $118M | 164.00 | 718140.00 | |
| Arista Networks (ANET) | 4.1 | $113M | 918k | 122.78 | |
| Armstrong World Industries (AWI) | 3.4 | $93M | 564k | 164.80 | |
| Moelis & Co (MC) | 3.2 | $86M | 1.5M | 57.00 | |
| NVR (NVR) | 2.8 | $75M | 11k | 6589.84 | |
| Kinsale Cap Group (KNSL) | 2.3 | $62M | 181k | 341.66 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.7 | $19M | 1.8M | 10.97 | |
| Patrick Industries (PATK) | 0.6 | $16M | 146k | 111.07 | |
| Lakeland Financial Corporation (LKFN) | 0.4 | $12M | 210k | 57.38 | |
| Clarivate Analytics Plc sn (CLVT) | 0.2 | $5.7M | 2.3M | 2.53 | |
| Burford Cap (BUR) | 0.2 | $5.0M | 1.1M | 4.52 | |
| Smurfit WestRock (SW) | 0.2 | $4.2M | 105k | 39.85 | |
| Whirlpool Corporation (WHR) | 0.1 | $2.8M | 53k | 53.92 | |
| Ies Hldgs (IESC) | 0.1 | $2.4M | 5.0k | 476.47 | |
| International Paper Company (IP) | 0.0 | $1.1M | 30k | 35.70 | |
| German American Ban (GABC) | 0.0 | $627k | 15k | 41.79 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $482k | 5.0k | 96.47 |
