§ 13F · FUND PROFILE
TIMUCUAN ASSET MANAGEMENT INC/FL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.4B (13F)Positions · 28Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHW | CHARLES SCHWAB CORPORATION | 2.95M | $277M | 10.2% | −2% |
| 2 | IBP | INSTALLED BUILDING PRODUCTS IN | 827K | $219M | 8.1% | −2% |
| 3 | SGI | SOMNIGROUP INTERNATIONAL | 2.94M | $217M | 8.0% | −2% |
| 4 | ADI | ANALOG DEVICES INC | 680K | $216M | 8.0% | −26% |
| 5 | THO | THOR INDS INC COM | 2.55M | $204M | 7.5% | −2% |
| 6 | BKNG | BOOKING HLDGS INC | 47K | $199M | 7.3% | ±0% |
| 7 | PGR | PROGRESSIVE CORPORATION | 914K | $181M | 6.7% | ±0% |
| 8 | AXP | AMERICAN EXPRESS CO COM | 563K | $170M | 6.3% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | 304K | $146M | 5.4% | −1% |
| 10 | ABG | ASBURY AUTOMOTIVE GROUP | 710K | $139M | 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 $3.4 billion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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