TIMUCUAN ASSET MANAGEMENT INC/FL: 13F holdings
CIK 10345412026Q2
| Positions | 27 |
|---|---|
| Reported value | $2.7bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHW CHARLES SCHWAB CORPORATION | 2,936,893 | $271.0m | 10.0% |
| SGI SOMNIGROUP INTERNATIONAL | 2,975,857 | $233.3m | 8.6% |
| BKNG BOOKING HLDGS INC | 1,181,664 | $210.6m | 7.8% |
| PGR PROGRESSIVE CORPORATION | 908,992 | $198.6m | 7.3% |
| THO THOR INDS INC COM | 2,560,247 | $192.4m | 7.1% |
| AXP AMERICAN EXPRESS CO COM | 566,262 | $191.5m | 7.0% |
| ANET ARISTA NETWORKS INC | 912,952 | $155.1m | 5.7% |
| FND FLOOR AND DECOR HOLDINGS INC | 2,585,135 | $153.5m | 5.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL | 302,128 | $151.2m | 5.6% |
| IBP INSTALLED BUILDING PRODUCTS IN | 652,368 | $149.9m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1034541")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.