EdgeMarket › What Timucuan Asset Management Inc/Fl reported owning
What Timucuan Asset Management Inc/Fl reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
28Quarter
2026-03-31Shown below
28largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHW SCHWAB CHARLES CORP | 277.1M | 10.2% | 2.9M | 112.30 | +17.6% |
| IBP Installed Building Products, Inc. | 219.2M | 8.1% | 826.9K | 246.81 | -6.3% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 217.4M | 8.0% | 2.9M | 64.71 | -20.1% |
| ADI ANALOG DEVICES INC | 216.3M | 8.0% | 679.9K | 373.09 | +52.4% |
| THO THOR INDUSTRIES INC | 203.8M | 7.5% | 2.6M | 79.49 | -24.8% |
| BKNG Booking Holdings Inc. | 199.3M | 7.3% | 47.3K | 209.62 | -7.1% |
| PGR PROGRESSIVE CORP/OH/ | 181.2M | 6.7% | 914.2K | 219.28 | -13.2% |
| AXP AMERICAN EXPRESS CO | 170.3M | 6.3% | 563.0K | 336.00 | +8.9% |
| unmapped CUSIP 084670702 | 145.7M | 5.4% | 304.1K | — | — |
| ABG ASBURY AUTOMOTIVE GROUP INC | 138.7M | 5.1% | 709.6K | 214.81 | -10.8% |
| FND Floor & Decor Holdings, Inc. | 131.3M | 4.8% | 2.6M | 54.26 | -33.8% |
| unmapped CUSIP 084670108 | 117.8M | 4.3% | 164 | — | — |
| ANET Arista Networks, Inc. | 112.7M | 4.1% | 918.3K | 188.65 | +43.5% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 92.9M | 3.4% | 563.5K | 178.54 | -7.9% |
| MC Moelis & Co | 86.3M | 3.2% | 1.5M | 68.29 | -2.9% |
| NVR NVR INC | 75.1M | 2.8% | 11.4K | 6,358.51 | -20.8% |
| KNSL Kinsale Capital Group, Inc. | 61.9M | 2.3% | 181.0K | 383.55 | -18.1% |
| GOOS Canada Goose Holdings Inc. | 19.3M | 0.7% | 1.8M | 8.74 | -21.8% |
| PATK PATRICK INDUSTRIES INC | 16.2M | 0.6% | 146.0K | 83.41 | -25.0% |
| LKFN LAKELAND FINANCIAL CORP | 12.1M | 0.4% | 210.4K | 60.26 | -5.8% |
| CLVT CLARIVATE PLC | 5.7M | 0.2% | 2.2M | 2.08 | -53.2% |
| BUR Burford Capital Ltd | 5.0M | 0.2% | 1.1M | 4.31 | -68.8% |
| SW Smurfit Westrock plc | 4.2M | 0.2% | 105.0K | 49.39 | +17.7% |
| WHR WHIRLPOOL CORP /DE/ | 2.8M | 0.1% | 52.5K | 40.35 | -53.6% |
| IESC IES Holdings, Inc. | 2.4M | 0.1% | 5.0K | 342.52 | +6.5% |
| IP INTERNATIONAL PAPER CO /NEW/ | 1.1M | 0.0% | 30.4K | 41.49 | -11.7% |
| GABC GERMAN AMERICAN BANCORP, INC. | 626.9K | 0.0% | 15.0K | 49.90 | +24.3% |
| KMB KIMBERLY CLARK CORP | 482.4K | 0.0% | 5.0K | 109.31 | -18.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →