§ 13F · FUND PROFILE
TIMUCUAN ASSET MANAGEMENT INC/FL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3418.9T (13F)Positions · 28Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHW | CHARLES SCHWAB CORPORATION | 3.02M | $302.2T | 9.8% | −3% |
| 2 | SGI | SOMNIGROUP INTERNATIONAL | 3.00M | $268.0T | 8.7% | −4% |
| 3 | THO | THOR INDS INC COM | 2.60M | $266.9T | 8.7% | −2% |
| 4 | BKNG | BOOKING HLDGS INC | 47K | $253.7T | 8.2% | −2% |
| 5 | ADI | ANALOG DEVICES INC | 920K | $249.4T | 8.1% | −2% |
| 6 | IBP | INSTALLED BUILDING PRODUCTS IN | 841K | $218.1T | 7.1% | −2% |
| 7 | AXP | AMERICAN EXPRESS CO COM | 573K | $212.1T | 6.9% | −2% |
| 8 | PGR | PROGRESSIVE CORPORATION | 917K | $208.9T | 6.8% | −2% |
| 9 | ABG | ASBURY AUTOMOTIVE GROUP | 714K | $166.0T | 5.4% | −2% |
| 10 | FND | FLOOR AND DECOR HOLDINGS INC | 2.56M | $155.8T | 5.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIMUCUAN SIGNAL
AC read
TIMUCUAN ASSET MANAGEMENT INC/FL is a Other fund managing $3418883.8 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed