Timucuan Asset Management as of June 30, 2026
Portfolio Holdings for Timucuan Asset Management
Timucuan Asset Management holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 10.0 | $271M | 2.9M | 92.27 | |
| Tempur-Pedic International (SGI) | 8.6 | $233M | 3.0M | 78.40 | |
| Booking Holdings (BKNG) | 7.8 | $211M | 1.2M | 178.24 | |
| Progressive Corporation (PGR) | 7.3 | $199M | 909k | 218.45 | |
| Thor Industries (THO) | 7.1 | $192M | 2.6M | 75.16 | |
| American Express Company (AXP) | 7.0 | $192M | 566k | 338.25 | |
| Arista Networks (ANET) | 5.7 | $155M | 913k | 169.88 | |
| Floor & Decor Hldgs Inc cl a (FND) | 5.6 | $154M | 2.6M | 59.36 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $151M | 302k | 500.39 | |
| Installed Bldg Prods (IBP) | 5.5 | $150M | 652k | 229.84 | |
| Asbury Automotive (ABG) | 5.2 | $142M | 707k | 201.08 | |
| Armstrong World Industries (AWI) | 4.6 | $126M | 784k | 160.42 | |
| Berkshire Hathaway (BRK.A) | 4.4 | $120M | 160.00 | 748850.00 | |
| Moelis & Co (MC) | 3.6 | $98M | 1.5M | 65.42 | |
| Kinsale Cap Group (KNSL) | 3.5 | $94M | 285k | 329.81 | |
| Analog Devices (ADI) | 3.2 | $88M | 222k | 397.17 | |
| NVR (NVR) | 2.9 | $79M | 12k | 6813.41 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.6 | $17M | 1.8M | 9.51 | |
| Patrick Industries (PATK) | 0.5 | $14M | 156k | 89.78 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $13M | 210k | 61.72 | |
| Forward Air Corp (FWRD) | 0.2 | $5.4M | 399k | 13.51 | |
| Clarivate Analytics Plc sn (CLVT) | 0.2 | $4.9M | 2.3M | 2.16 | |
| Smurfit WestRock (SW) | 0.2 | $4.9M | 105k | 46.26 | |
| Whirlpool Corporation (WHR) | 0.1 | $2.1M | 53k | 39.42 | |
| International Paper Company (IP) | 0.0 | $1.1M | 30k | 38.10 | |
| German American Ban (GABC) | 0.0 | $712k | 15k | 47.46 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $549k | 5.0k | 109.77 |
