TIMUCUAN ASSET MANAGEMENT INC/FL
Top Portfolio Positions
24 positions ·
$2,161,417,380 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 | 12.82% |
| IBP |
Installed Building Products, Inc.
Consumer Cyclical
|
826,867 | $219,243,785 | 10.14% |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
2,941,632 | $217,445,437 | 10.06% |
| ADI |
Analog Devices Inc
Technology
|
679,859 | $216,290,342 | 10.01% |
| THO |
Thor Industries Inc
Consumer Cyclical
|
2,551,474 | $203,837,257 | 9.43% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
914,198 | $181,230,611 | 8.38% |
| AXP |
American Express Co
Financial Services
|
562,998 | $170,295,635 | 7.88% |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
709,630 | $138,668,798 | 6.42% |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
2,585,343 | $131,335,424 | 6.08% |
| ANET |
Arista Networks, Inc.
Technology
|
918,300 | $112,748,874 | 5.22% |
Holdings in THO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,837,257 | 2,551,474 | Shares | Sole | 2026-05-14 | |
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