§ 13F · FUND PROFILE
TIMUCUAN ASSET MANAGEMENT INC/FL.
AUM · $2.7B (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHW | CHARLES SCHWAB CORPORATION | 2.94M | $271M | 10.0% | ±0% |
| 2 | SGI | SOMNIGROUP INTERNATIONAL | 2.98M | $233M | 8.6% | +1% |
| 3 | BKNG | BOOKING HLDGS INC | 1.18M | $211M | 7.8% | +2396% |
| 4 | PGR | PROGRESSIVE CORPORATION | 909K | $199M | 7.3% | −1% |
| 5 | THO | THOR INDS INC COM | 2.56M | $192M | 7.1% | ±0% |
| 6 | AXP | AMERICAN EXPRESS CO COM | 566K | $192M | 7.0% | +1% |
| 7 | ANET | ARISTA NETWORKS INC | 913K | $155M | 5.7% | −1% |
| 8 | FND | FLOOR AND DECOR HOLDINGS INC | 2.59M | $153M | 5.6% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | 302K | $151M | 5.6% | −1% |
| 10 | IBP | INSTALLED BUILDING PRODUCTS IN | 652K | $150M | 5.5% | −21% |
§ 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 $2.7 billion in assets. The fund runs a focused portfolio of just 27 positions.
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