TIMUCUAN ASSET MANAGEMENT INC/FL

Est. AUM

$2.72B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHARLES SCHWAB CORPORATION	COM	$277.1M	2948987	10.20%	SOLE
2	INSTALLED BUILDING PRODUCTS IN	COM	$219.2M	826867	8.07%	SOLE
3	SOMNIGROUP INTERNATIONAL	COM	$217.4M	2941632	8.00%	SOLE
4	ANALOG DEVICES INC	COM	$216.3M	679859	7.96%	SOLE
5	THOR INDS INC COM	COM	$203.8M	2551474	7.50%	SOLE
6	BOOKING HLDGS INC	COM	$199.3M	47347	7.34%	SOLE
7	PROGRESSIVE CORPORATION	COM	$181.2M	914198	6.67%	SOLE
8	AMERICAN EXPRESS CO COM	COM	$170.3M	562998	6.27%	SOLE
9	BERKSHIRE HATHAWAY INC DEL CL	COM	$145.7M	304054	5.36%	SOLE
10	ASBURY AUTOMOTIVE GROUP	COM	$138.7M	709630	5.10%	SOLE
11	FLOOR AND DECOR HOLDINGS INC	COM	$131.3M	2585343	4.83%	SOLE
12	BERKSHIRE HATHAWAY INC DEL CL	COM	$117.8M	164	4.33%	SOLE
13	ARISTA NETWORKS INC	COM	$112.7M	918300	4.15%	SOLE
14	ARMSTRONG WORLD INDUSTRIES INC	COM	$92.9M	563451	3.42%	SOLE
15	MOELIS AND COMPANY	COM	$86.3M	1514701	3.18%	SOLE
16	NVR INC	COM	$75.1M	11401	2.77%	SOLE
17	KINSALE CAPITAL GROUP INC	COM	$61.9M	181046	2.28%	SOLE
18	CANADA GOOSE HOLDINGS INC	COM	$19.3M	1758525	0.71%	SOLE
19	PATRICK INDUSTRIES INC	COM	$16.2M	146000	0.60%	SOLE
20	LAKELAND FINANCIAL CORPORATION	COM	$12.1M	210411	0.44%	SOLE
21	CLARIVATE PLC	COM	$5.7M	2250000	0.21%	SOLE
22	BURFORD CAPITAL LTD	COM	$5.0M	1103016	0.18%	SOLE
23	SMURFIT WESTROCK PLC	COM	$4.2M	105000	0.15%	SOLE
24	WHIRLPOOL CORP	COM	$2.8M	52500	0.10%	SOLE
25	IES HOLDINGS INC	COM	$2.4M	5000	0.09%	SOLE
26	INTERNATIONAL PAPER	COM	$1.1M	30400	0.04%	SOLE
27	GERMAN AMERICAN BANCORP INC	COM	$627K	15000	0.02%	SOLE
28	KIMBERLY-CLARK CORP COM	COM	$482K	5000	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.