Timucuan Asset Management Inc
Timucuan Asset Management Inc reported 27 holdings worth US$2.72B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Timucuan Asset Management Inc reported 27 holdings worth US$2.72B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Charles Schwab Corporation (the) and Somnigroup International Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$2.72B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 542K | US$271M | 10.0% |
| Charles Schwab Corporation (the) | 2.94M | US$271M | 10.0% |
| Somnigroup International Inc. | 2.98M | US$233M | 8.6% |
| Booking Holdings Inc. Common Stock | 1.18M | US$211M | 7.8% |
| Progressive Corporation (the) | 909K | US$199M | 7.3% |
| Thor Industries, Inc. | 2.56M | US$192M | 7.1% |
| American Express Company | 566K | US$192M | 7.0% |
| Arista Networks, Inc. | 913K | US$155M | 5.7% |
| Floor & Decor Holdings, Inc. | 2.59M | US$153M | 5.6% |
| Installed Building Products, Inc. | 652K | US$150M | 5.5% |
| Asbury Automotive Group Inc | 707K | US$142M | 5.2% |
| Armstrong World Industries Inc | 784K | US$126M | 4.6% |
| Moelis & Company | 1.5M | US$98.3M | 3.6% |
| Kinsale Capital Group, Inc. | 285K | US$94.1M | 3.5% |
| Analog Devices, Inc. | 222K | US$88.1M | 3.2% |
| Nvr, Inc. | 11,583 | US$78.9M | 2.9% |
| Canada Goose Holdings, Inc. | 1.76M | US$16.7M | 0.62% |
| Patrick Industries, Inc. | 156K | US$14M | 0.52% |
| Lakeland Financial Corporation | 210K | US$13M | 0.48% |
| Forward Air Corporation | 399K | US$5.38M | 0.20% |
| Whirlpool Corporation | 52,500 | US$2.07M | 0.08% |
| International Paper Company | 30,000 | US$1.14M | 0.04% |
| German American Bancorp, Inc. | 15,000 | US$712K | 0.03% |
| Kimberly-clark Corporation | 5,000 | US$549K | 0.02% |
| Ies Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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