The Analysis of TIMUCUAN ASSET MANAGEMENT INC/FL's Holdings

Currently, TIMUCUAN ASSET MANAGEMENT INC/FL holds 28 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in SW (+50.0K shares, valued at $1.9M), WHR (+25.0K shares, valued at $1.8M), IP (+30.4K shares, valued at $1.2M); decreased their positions in SCHW (-107.3K shares, valued at $10.7M), SGI (-113.0K shares, valued at $10.1M), THO (-59.0K shares, valued at $6.1M); initiated new positions in IP (+30.4K shares, valued at $1.2M), KMB (+5.0K shares, valued at $504.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHW CHARLES SCHWAB CORPORATION3.0M shares-3.43%2025-12-312026-02-13

SGI SOMNIGROUP INTERNATIONAL3.0M shares-3.63%2025-12-312026-02-13

THO THOR INDS INC COM2.6M shares-2.22%2025-12-312026-02-13

BOOKING HLDGS INC BOOKING HLDGS INC47.4K shares-2.02%2025-12-312026-02-13

ADI ANALOG DEVICES INC919.6K shares-1.89%2025-12-312026-02-13

IBP INSTALLED BUILDING PRODUCTS IN840.8K shares-2.29%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO COM573.3K shares-2.25%2025-12-312026-02-13

PGR PROGRESSIVE CORPORATION917.5K shares-1.55%2025-12-312026-02-13

Sponsored

ABG ASBURY AUTOMOTIVE GROUP713.9K shares-1.61%2025-12-312026-02-13

FND FLOOR AND DECOR HOLDINGS INC2.6M shares-0.72%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL308.0K shares-3.14%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY INC DEL CL172 shares0.00%2025-12-312026-02-13

ARISTA NETWORKS INC ARISTA NETWORKS INC934.5K shares-2.09%2025-12-312026-02-13

ARMSTRONG WORLD INDUSTRIES INC ARMSTRONG WORLD INDUSTRIES INC571.7K shares-2.02%2025-12-312026-02-13

MC MOELIS AND COMPANY1.4M shares-1.12%2025-12-312026-02-13

NVR NVR INC11.3K shares-0.79%2025-12-312026-02-13