Holdings
Timucuan Asset Management Inc
As of Jun 30, 2026, Timucuan Asset Management Inc reported 24 positions worth US$2.71B. Largest: Berkshire Hathaway Inc., Charles Schwab Corporation (the) and Somnigroup International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 542K | US$271M | −8,255 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 2.94M | US$271M | −12,094 | Jun 30, 2026 |
| Somnigroup International Inc. | 2.98M | US$233M | +34,225 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 1.18M | US$211M | +1.13M | Jun 30, 2026 |
| Progressive Corporation (the) | 909K | US$199M | −5,206 | Jun 30, 2026 |
| Thor Industries, Inc. | 2.56M | US$192M | +8,773 | Jun 30, 2026 |
| American Express Company | 566K | US$192M | +3,264 | Jun 30, 2026 |
| Arista Networks, Inc. | 913K | US$155M | −5,348 | Jun 30, 2026 |
| Floor & Decor Holdings, Inc. | 2.59M | US$153M | −208 | Jun 30, 2026 |
| Installed Building Products, Inc. | 652K | US$150M | −174K | Jun 30, 2026 |