Holders — by stockHoldings — by fund
TIMUCUAN ASSET MANAGEMENT INC/FL
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1034541
$2.72B
disclosed book value
27
positions
10%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHWCHARLES SCHWAB CORPORATION | 2.9M | $271.0M | 10% |
| 2 | SGISOMNIGROUP INTERNATIONAL | 3.0M | $233.3M | 8.6% |
| 3 | BKNGBOOKING HLDGS INC | 1.2M | $210.6M | 7.8% |
| 4 | PGRPROGRESSIVE CORPORATION | 908,992 | $198.6M | 7.3% |
| 5 | THOTHOR INDS INC COM | 2.6M | $192.4M | 7.1% |
| 6 | AXPAMERICAN EXPRESS CO COM | 566,262 | $191.5M | 7% |
| 7 | ANETARISTA NETWORKS INC | 912,952 | $155.1M | 5.7% |
| 8 | FNDFLOOR AND DECOR HOLDINGS INC | 2.6M | $153.5M | 5.6% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL CL | 302,128 | $151.2M | 5.6% |
| 10 | IBPINSTALLED BUILDING PRODUCTS IN | 652,368 | $149.9M | 5.5% |
| 11 | ABGASBURY AUTOMOTIVE GROUP | 706,608 | $142.1M | 5.2% |
| 12 | AWIARMSTRONG WORLD INDUSTRIES INC | 784,126 | $125.8M | 4.6% |
| 13 | BRK/ABERKSHIRE HATHAWAY INC DEL CL | 160 | $119.8M | 4.4% |
| 14 | MCMOELIS AND COMPANY | 1.5M | $98.3M | 3.6% |
| 15 | KNSLKINSALE CAPITAL GROUP INC | 285,392 | $94.1M | 3.5% |
| 16 | ADIANALOG DEVICES INC | 221,787 | $88.1M | 3.2% |
| 17 | NVRNVR INC | 11,583 | $78.9M | 2.9% |
| 18 | GOOSCANADA GOOSE HOLDINGS INC | 1.8M | $16.7M | 0.6% |
| 19 | PATKPATRICK INDUSTRIES INC | 156,000 | $14.0M | 0.5% |
| 20 | LKFNLAKELAND FINANCIAL CORPORATION | 210,411 | $13.0M | 0.5% |
| 21 | FWRDFORWARD AIR CORP | 398,551 | $5.4M | 0.2% |
| 22 | CLARIVATE PLC | 2.3M | $4.9M | 0.2% |
| 23 | SMURFIT WESTROCK PLC | 105,000 | $4.9M | 0.2% |
| 24 | WHRWHIRLPOOL CORP | 52,500 | $2.1M | 0.1% |
| 25 | IPINTERNATIONAL PAPER | 30,000 | $1.1M | 0% |
| 26 | GABCGERMAN AMERICAN BANCORP INC | 15,000 | $711,900 | 0% |
| 27 | KMBKIMBERLY-CLARK CORP COM | 5,000 | $548,850 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.