Institutional Fund
Timucuan Asset Management Inc/Fl
Jacksonville, FLCIK 10345415 filings on record
Portfolio Value
$2.72B
Q1 2026
Holdings
28
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-11.8%
from $3.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Charles Corp10.2%
- Installed Bldg Prods Inc8.1%
- Somnigroup International Inc8.0%
- Analog Devices Inc8.0%
- Thor Inds Inc7.5%
- Booking Holdings Inc7.3%
- Other50.9%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Charles Corp | 2.95M | $277.15M | 10.2% | −75.6K | Reduced |
| 2 | Installed Bldg Prods Inc | 826.9K | $219.24M | 8.1% | −14.0K | Reduced |
| 3 | Somnigroup International Inc | 2.94M | $217.45M | 8.0% | −60.1K | Reduced |
| 4 | Analog Devices Inc | 679.9K | $216.29M | 8.0% | −239.7K | Reduced |
| 5 | Thor Inds Inc | 2.55M | $203.84M | 7.5% | −48.0K | Reduced |
| 6 | Booking Holdings Inc | 47.3K | $199.35M | 7.3% | −30 | Reduced |
| 7 | Progressive Corp | 914.2K | $181.23M | 6.7% | −3.3K | Reduced |
| 8 | American Express Co | 563.0K | $170.30M | 6.3% | −10.3K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 304.1K | $145.70M | 5.4% | −4.0K | Reduced |
| 10 | Asbury Automotive Group Inc | 709.6K | $138.67M | 5.1% | −4.2K | Reduced |
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