TIMUCUAN ASSET MANAGEMENT INC/FL

CIK

1034541

City

JACKSONVILLE

State / Country

Stock

NVR — Nvr Inc

Top Portfolio Positions

27 positions · $2,599,322,791 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$75,130,652	11,401	+1.2%	Shares	Sole	2026-05-14
2025-12-31	$82,196,810	11,271	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$91,281,774	11,361	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$83,679,530	11,330	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$81,977,518	11,316	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$90,622,210	11,080	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$108,695,118	11,078	-25.8%	Shares	Sole	2024-11-13
2024-06-30	$113,251,670	14,924	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$120,924,302	14,929	+1.4%	Shares	Sole	2024-05-14
2023-12-31	$103,102,630	14,728	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$89,801,331	15,059	-24.8%	Shares	Sole	2023-11-13
2023-06-30	$127,196,569	20,029	-2.5%	Shares	Sole	2023-08-11
2023-03-31	$114,458,352	20,541	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$95,037,600	20,604	-0.2%	Shares	Sole	2023-02-10
2022-09-30	$82,313,268	20,645	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$81,860,636	20,444	+2.2%	Shares	Sole	2022-08-11
2022-03-31	$89,323,063	19,995	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$117,166,985	19,829	+1.8%	Shares	Sole	2022-02-11
2021-09-30	$93,383,886	19,479	+0.6%	Shares	Sole	2021-11-10
2021-06-30	$96,263,190	19,356	-0.4%	Shares	Sole	2021-08-11
2021-03-31	$91,523,951	19,428	+1.5%	Shares	Sole	2021-05-12
2020-12-31	$78,096,682	19,142	-0.7%	Shares	Sole	2021-02-12
2020-09-30	$78,718,472	19,279	-1.1%	Shares	Sole	2020-11-12
2020-06-30	$63,516,296	19,491	-0.2%	Shares	Sole	2020-08-07
2020-03-31	$50,177,289	19,531	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.