Funds › Timucuan Asset Management Inc
Timucuan Asset Management Inc
13F for Q3 2026, filed Nov 13, 2026. 29 positions worth $2.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SCHW Charles Schwab Corporation | 2.90M | $283.9M | 10.5% | -1.1% | 13F ↗ |
| 2 | SGI Somnigroup International Inc. | 3.90M | $242.4M | 9.0% | +31.1% | 13F ↗ |
| 3 | BKNG Booking Holdings Inc. | 1.18M | $191.5M | 7.1% | -0.5% | 13F ↗ |
| 4 | PGR Progressive Corporation | 901,844 | $187.0M | 6.9% | -0.8% | 13F ↗ |
| 5 | ANET Arista Networks, Inc. | 903,376 | $183.9M | 6.8% | -1.0% | 13F ↗ |
| 6 | THO Thor Industries, Inc. · Common Stocks | 2.55M | $176.2M | 6.5% | -0.4% | 13F ↗ |
| 7 | AXP American Express Company | 563,609 | $171.4M | 6.3% | -0.5% | 13F ↗ |
| 8 | BRK-B Berkshire Hathaway Inc. Class B | 298,725 | $148.7M | 5.5% | -1.1% | 13F ↗ |
| 9 | AWI Armstrong World Industries Inc | 782,583 | $126.7M | 4.7% | -0.2% | 13F ↗ |
| 10 | IBP Installed Building Products, Inc. | 650,053 | $124.7M | 4.6% | -0.4% | 13F ↗ |
| 11 | HLI Houlihan Lokey, Inc. | 968,020 | $122.3M | 4.5% | New | 13F ↗ |
| 12 | ABG Asbury Automotive Group Inc | 704,737 | $121.4M | 4.5% | -0.3% | 13F ↗ |
| 13 | BRK-A Berkshire Hathaway Inc. Class A | 159 | $118.8M | 4.4% | -0.6% | 13F ↗ |
| 14 | FND Floor & Decor Holdings, Inc. | 2.55M | $117.0M | 4.3% | -1.2% | 13F ↗ |
| 15 | KNSL Kinsale Capital Group, Inc. | 285,114 | $92.0M | 3.4% | -0.1% | 13F ↗ |
| 16 | ADI Analog Devices, Inc. | 220,774 | $87.6M | 3.2% | -0.5% | 13F ↗ |
| 17 | MC Moelis & Company | 1.49M | $85.9M | 3.2% | -0.7% | 13F ↗ |
| 18 | NVR NVR, Inc. | 11,352 | $69.9M | 2.6% | -2.0% | 13F ↗ |
| 19 | GOOS Canada Goose Holdings Inc. · Shs Sub Vtg | 2.16M | $16.8M | 0.6% | +23.0% | 13F ↗ |
| 20 | LKFN Lakeland Financial Corporation | 211,061 | $12.2M | 0.5% | +0.3% | 13F ↗ |
| 21 | PATK Patrick Industries, Inc. | 156,000 | $10.6M | 0.4% | Unchanged | 13F ↗ |
| 22 | SW Smurfit WestRock plc | 105,000 | $4.6M | 0.2% | Unchanged | 13F ↗ |
| 23 | CLVT Clarivate Plc | 2.25M | $3.8M | 0.1% | Unchanged | 13F ↗ |
| 24 | WHR Whirlpool Corporation | 52,500 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 25 | IP International Paper Company | 30,000 | $995.1K | <0.1% | Unchanged | 13F ↗ |
| 26 | GABC German American Bancorp, Inc. | 15,000 | $725.4K | <0.1% | Unchanged | 13F ↗ |
| 27 | KMB Kimberly-Clark Corporation | 5,000 | $487.1K | <0.1% | Unchanged | 13F ↗ |
| 28 | FWRD Forward Air Corporation | 30,079 | $458.7K | <0.1% | -92.5% | 13F ↗ |
| 29 | GILD Gilead Sciences, Inc. | 1,400 | $208.7K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
2 new, 3 added to, 17 trimmed, 0 exited, 7 unchanged. By estimated dollars.
New positions (2)
Added to (3)
Trimmed (17)
| FWRD Forward Air Corporation | 30,079 | -92.5% | -$5.6M |
| SCHW Charles Schwab Corporation | 2.90M | -1.1% | -$3.2M |
| ANET Arista Networks, Inc. | 903,376 | -1.0% | -$1.9M |
| BRK-B Berkshire Hathaway Inc. Class B | 298,725 | -1.1% | -$1.7M |
| PGR Progressive Corporation | 901,844 | -0.8% | -$1.5M |
| FND Floor & Decor Holdings, Inc. | 2.55M | -1.2% | -$1.5M |
| NVR NVR, Inc. | 11,352 | -2.0% | -$1.4M |
| BKNG Booking Holdings Inc. | 1.18M | -0.5% | -$1.0M |
| AXP American Express Company | 563,609 | -0.5% | -$806.8K |
| BRK-A Berkshire Hathaway Inc. Class A | 159 | -0.6% | -$747.0K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 29 | $2.7B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 27 | $2.7B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 28 | $2.7B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 28 | $3.1B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 28 | $3.4B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 28 | $3.4B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 30 | $3.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer