TIMUCUAN ASSET MANAGEMENT INC/FL
Top Portfolio Positions
27 positions ·
$2,599,322,791 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SCHW |
Schwab Charles Corp
Financial Services
|
2,948,987 | $277,145,798 | 10.66% | |
| IBP |
Installed Building Products, Inc.
Consumer Cyclical
|
826,867 | $219,243,785 | 8.43% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
2,941,632 | $217,445,437 | 8.37% | |
| ADI |
Analog Devices Inc
Technology
|
679,859 | $216,290,342 | 8.32% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
2,551,474 | $203,837,257 | 7.84% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
47,347 | $199,346,011 | 7.67% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
914,198 | $181,230,611 | 6.97% | |
| AXP |
American Express Co
Financial Services
|
562,998 | $170,295,635 | 6.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
304,054 | $145,702,676 | 5.61% | |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
709,630 | $138,668,798 | 5.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCII
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,285,486 | 35,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,289,871 | 35,318 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,220,648 | 35,318 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $945,817 | 10,818 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,118,473 | 10,818 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,304,001 | 10,818 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,118,364 | 10,818 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,331,263 | 10,818 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,359,930 | 10,818 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,270,249 | 10,818 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,366,962 | 10,818 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,188,573 | 10,818 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,000,124 | 10,818 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,097,594 | 10,818 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,210,317 | 10,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $680,059 | 6,551 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,021,104 | 6,551 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $881,961 | 6,551 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $860,932 | 6,551 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $665,236 | 5,029 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $652,160 | 5,029 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $534,532 | 5,029 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $578,234 | 5,029 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $225,751 | 3,378 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||