# TIMUCUAN ASSET MANAGEMENT INC/FL: Form 13F holdings

An institutional investment manager in JACKSONVILLE, FL. SEC CIK 1034541.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $2.72bn
- Positions: 27 (27 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1034541/000103454126000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CHARLES SCHWAB CORPORATION (SCHW)](/companies/schw.md) | COM | $271.0m | 10.0% | 2,936,893 |  | Reduced −12,094 |
| [SOMNIGROUP INTERNATIONAL (SGI)](/companies/sgi.md) | COM | $233.3m | 8.6% | 2,975,857 |  | Added +34,225 |
| [BOOKING HLDGS INC (BKNG)](/companies/bkng.md) | COM | $210.6m | 7.8% | 1,181,664 |  | Added +1,134,317 |
| [PROGRESSIVE CORPORATION (PGR)](/companies/pgr.md) | COM | $198.6m | 7.3% | 908,992 |  | Reduced −5,206 |
| [THOR INDS INC COM (THO)](/companies/tho.md) | COM | $192.4m | 7.1% | 2,560,247 |  | Added +8,773 |
| [AMERICAN EXPRESS CO COM (AXP)](/companies/axp.md) | COM | $191.5m | 7.0% | 566,262 |  | Added +3,264 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM | $155.1m | 5.7% | 912,952 |  | Reduced −5,348 |
| [FLOOR AND DECOR HOLDINGS INC (FND)](/companies/fnd.md) | COM | $153.5m | 5.6% | 2,585,135 |  | Reduced −208 |
| [BERKSHIRE HATHAWAY INC DEL CL (BRK-B)](/companies/brk-b.md) | COM | $151.2m | 5.6% | 302,128 |  | Reduced −1,926 |
| [INSTALLED BUILDING PRODUCTS IN (IBP)](/companies/ibp.md) | COM | $149.9m | 5.5% | 652,368 |  | Reduced −174,499 |
| [ASBURY AUTOMOTIVE GROUP (ABG)](/companies/abg.md) | COM | $142.1m | 5.2% | 706,608 |  | Reduced −3,022 |
| [ARMSTRONG WORLD INDUSTRIES INC (AWI)](/companies/awi.md) | COM | $125.8m | 4.6% | 784,126 |  | Added +220,675 |
| [BERKSHIRE HATHAWAY INC DEL CL (BRK-B)](/companies/brk-b.md) | COM | $119.8m | 4.4% | 160 |  | Reduced −4 |
| [MOELIS AND COMPANY (MC)](/companies/mc.md) | COM | $98.3m | 3.6% | 1,503,334 |  | Reduced −11,367 |
| [KINSALE CAPITAL GROUP INC (KNSL)](/companies/knsl.md) | COM | $94.1m | 3.5% | 285,392 |  | Added +104,346 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $88.1m | 3.2% | 221,787 |  | Reduced −458,072 |
| [NVR INC (NVR)](/companies/nvr.md) | COM | $78.9m | 2.9% | 11,583 |  | Added +182 |
| [CANADA GOOSE HOLDINGS INC (GOOS)](/companies/goos.md) | COM | $16.7m | 0.6% | 1,758,525 |  | Unchanged |
| [PATRICK INDUSTRIES INC (PATK)](/companies/patk.md) | COM | $14.0m | 0.5% | 156,000 |  | Added +10,000 |
| [LAKELAND FINANCIAL CORPORATION (LKFN)](/companies/lkfn.md) | COM | $13.0m | 0.5% | 210,411 |  | Unchanged |
| [FORWARD AIR CORP (FWRD)](/companies/fwrd.md) | COM | $5.4m | 0.2% | 398,551 |  | New +398,551 |
| CLARIVATE PLC | COM | $4.9m | 0.2% | 2,250,000 |  | Unchanged |
| SMURFIT WESTROCK PLC | COM | $4.9m | 0.2% | 105,000 |  | Unchanged |
| [WHIRLPOOL CORP (WHR)](/companies/whr.md) | COM | $2.1m | <0.1% | 52,500 |  | Unchanged |
| [INTERNATIONAL PAPER (IP)](/companies/ip.md) | COM | $1.1m | <0.1% | 30,000 |  | Reduced −400 |
| [GERMAN AMERICAN BANCORP INC (GABC)](/companies/gabc.md) | COM | $711.9k | <0.1% | 15,000 |  | Unchanged |
| [KIMBERLY-CLARK CORP COM (KMB)](/companies/kmb.md) | COM | $548.9k | <0.1% | 5,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| BURFORD CAPITAL LTD | COM | $0 | 0.0% | 0 |  | Sold out −1,103,016 |
| [IES HOLDINGS INC (IESC)](/companies/iesc.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001034541-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.