Timucuan Asset Management Inc/Fl Top Holdings and 13F Report (2026) About Timucuan Asset Management Inc/FlInvestment ActivityTimucuan Asset Management Inc/Fl has $2.72 billion in total holdings as of March 31, 2026.Timucuan Asset Management Inc/Fl owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.68% of the portfolio was purchased this quarter.About 4.32% of the portfolio was sold this quarter.This quarter, Timucuan Asset Management Inc/Fl has purchased 28 new stocks and bought additional shares in 7 stocks.Timucuan Asset Management Inc/Fl sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Charles Schwab $277,145,767Installed Building Products $219,243,785SOMNIGROUP INTERNATIONAL $217,445,419Analog Devices $216,290,472Thor Industries $203,837,262 Largest New Holdings this Quarter 49714P108 - Kinsale Capital Group $61,856,176 Holding Largest Purchases this Quarter Kinsale Capital Group 181,046 shares (about $61.86M)Moelis & Company 108,905 shares (about $6.21M)Floor & Decor 26,055 shares (about $1.32M)Patrick Industries 10,000 shares (about $1.11M)NVR 130 shares (about $856.68K) Largest Sales this Quarter Analog Devices 239,716 shares (about $76.26M)Charles Schwab 75,576 shares (about $7.10M)Berkshire Hathaway 8 shares (about $5.75M)SOMNIGROUP INTERNATIONAL 60,070 shares (about $4.44M)Thor Industries 47,996 shares (about $3.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimucuan Asset Management Inc/Fl Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHWCharles Schwab$277,145,767$7,102,632 â–¼-2.5%2,948,98710.2%FinanceIBPInstalled Building Products$219,243,785$3,706,002 â–¼-1.7%826,8678.1%ConstructionSOMNIGROUP INTERNATIONAL$217,445,419$4,440,374 â–¼-2.0%2,941,6328.0%COMADIAnalog Devices$216,290,472$76,263,294 â–¼-26.1%679,8598.0%Computer and TechnologyTHOThor Industries$203,837,262$3,834,401 â–¼-1.8%2,551,4747.5%Auto/Tires/TrucksBKNGBooking$199,347,057$126,310 â–¼-0.1%47,3477.3%Retail/WholesalePGRProgressive$181,230,514$653,200 â–¼-0.4%914,1986.7%FinanceAXPAmerican Express$170,295,648$3,109,495 â–¼-1.8%562,9986.3%FinanceBRK.BBerkshire Hathaway$145,702,712$1,902,904 â–¼-1.3%304,0545.4%FinanceABGAsbury Automotive Group$138,668,798$824,630 â–¼-0.6%709,6305.1%Retail/WholesaleFNDFloor & Decor$131,335,424$1,323,594 â–²1.0%2,585,3434.8%Retail/WholesaleBRK.ABerkshire Hathaway$117,774,960$5,745,120 â–¼-4.7%1644.3%FinanceARISTA NETWORKS INC$112,748,894$1,989,282 â–¼-1.7%918,3004.1%COMAWIArmstrong World Industries$92,856,720$1,357,787 â–¼-1.4%563,4513.4%ConstructionMCMoelis & Company$86,337,954$6,207,585 â–²7.7%1,514,7013.2%FinanceNVRNVR$75,130,797$856,680 â–²1.2%11,4012.8%ConstructionKNSLKinsale Capital Group$61,856,176$61,856,176 â–²New Holding181,0462.3%FinanceGOOSCanada Goose$19,291,019$1,968,018 â–¼-9.3%1,758,5250.7%Retail/WholesalePATKPatrick Industries$16,216,220$1,110,700 â–²7.4%146,0000.6%ConstructionLKFNLakeland Financial$12,073,383$611,097 â–²5.3%210,4110.4%FinanceCLVTClarivate$5,692,5000.0%2,250,0000.2%Computer and TechnologyBURBurford Capital$4,985,6320.0%1,103,0160.2%FinanceSMURFIT WESTROCK PLC$4,184,250$398,500 â–²10.5%105,0000.2%COMWHRWhirlpool$2,830,800$539,200 â–²23.5%52,5000.1%Consumer DiscretionaryIESCIES$2,382,3500.0%5,0000.1%Computer and TechnologyIPInternational Paper$1,085,2800.0%30,4000.0%Basic MaterialsGABCGerman American Bancorp$626,8500.0%15,0000.0%FinanceKIMBERLY-CLARK CORP COM$482,3500.0%5,0000.0%COMLCIILCI Industries$0$4,285,486 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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