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 SGI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,445,437 | 2,941,632 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $267,991,954 | 3,001,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262,666,951 | 3,114,751 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $271,738,280 | 3,993,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $255,346,224 | 4,264,299 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $240,294,907 | 4,238,753 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $230,658,792 | 4,224,520 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $198,725,887 | 4,197,843 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $233,615,543 | 4,111,502 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,083,260 | 4,062,846 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $179,113,298 | 4,132,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $168,507,372 | 4,205,325 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $168,232,573 | 4,260,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $150,113,108 | 4,372,651 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $104,175,566 | 4,315,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $90,637,905 | 4,241,362 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $113,942,636 | 4,081,040 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $147,778,512 | 3,142,218 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $142,812,805 | 3,077,199 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $120,555,298 | 3,076,175 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $163,209,543 | 4,464,156 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $127,529,343 | 4,723,309 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $26,417,498 | 1,184,774 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,459,015 | 1,192,996 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $13,034,671 | 1,192,832 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||