TIMUCUAN ASSET MANAGEMENT INC/FL

CIK

1034541

City

JACKSONVILLE

State / Country

Stock

PGR — Progressive Corp/Oh/

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	$181,230,611	914,198	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$208,931,505	917,493	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$230,138,384	931,923	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$251,252,959	941,516	-4.9%	Shares	Sole	2025-08-13
2025-03-31	$280,061,035	989,580	-7.2%	Shares	Sole	2025-05-14
2024-12-31	$255,639,669	1,066,899	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$271,449,102	1,069,708	-12.6%	Shares	Sole	2024-11-13
2024-06-30	$254,132,354	1,223,496	-1.4%	Shares	Sole	2024-08-13
2024-03-31	$256,518,639	1,240,299	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$198,522,450	1,246,374	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$177,543,282	1,274,539	+32.1%	Shares	Sole	2023-11-13
2023-06-30	$127,705,810	964,764	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$138,904,679	970,954	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$126,436,249	974,761	-15.2%	Shares	Sole	2023-02-10
2022-09-30	$133,553,180	1,149,240	-37.2%	Shares	Sole	2022-11-14
2022-06-30	$212,769,798	1,829,963	-7.2%	Shares	Sole	2022-08-11
2022-03-31	$224,838,549	1,972,441	-14.4%	Shares	Sole	2022-05-12
2021-12-31	$236,394,840	2,302,921	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$204,016,918	2,257,074	+2.6%	Shares	Sole	2021-11-10
2021-06-30	$216,091,266	2,200,298	-0.1%	Shares	Sole	2021-08-11
2021-03-31	$210,670,324	2,203,434	+17.0%	Shares	Sole	2021-05-12
2020-12-31	$186,163,056	1,882,717	+37.5%	Shares	Sole	2021-02-12
2020-09-30	$129,616,389	1,369,139	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$110,374,837	1,377,791	-0.4%	Shares	Sole	2020-08-07
2020-03-31	$102,185,699	1,383,880	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.