StockDriftsStockDriftsTop 25 Timucuan Asset Management INC Fl Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORPORATION | 9.97% | 2.94M | $271.0M | -0.41%(-12.09K) | $51.86(+114.48%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL | 8.59% | 2.98M | $233.3M | +1.16%(+34.23K) | $21.37(+209.08%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORPORATION | 7.31% | 909.0K | $198.6M | -0.57%(-5.21K) | $96.14(+116.81%) | 2026-06-30 | |
| THO | THOR INDS INC COM | 7.08% | 2.56M | $192.4M | +0.34%(+8.77K) | $92.19(-14.31%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO COM | 7.05% | 566.3K | $191.5M | +0.58%(+3.26K) | $121.04(+180.72%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 5.71% | 913.0K | $155.1M | -0.58%(-5.35K) | $14.33(+1303.21%) | 2026-06-30 | |
| FND | FLOOR AND DECOR HOLDINGS INC | 5.65% | 2.59M | $153.5M | -0.01%(-208) | $77.43(-26.99%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 5.56% | 302.1K | $151.2M | -0.63%(-1.93K) | $104.71(+378.80%) | 2026-06-30 | |
| IBP | INSTALLED BUILDING PRODUCTS IN | 5.52% | 652.4K | $149.9M | -21.10%(-174.50K) | $174.25(+39.76%) | 2026-06-30 | |
| ABG | ASBURY AUTOMOTIVE GROUP | 5.23% | 706.6K | $142.1M | -0.43%(-3.02K) | $232.14(-10.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.91% | +8.07% | +47.39% |
| Top 20 Holdings Unweighted | +9.63% | +31.76% | +5.29% | +29.40% |
Timucuan Asset Management INC Fl reports $2.72B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are SCHW (10.0%), SGI (8.6%) and PGR (7.3%). The top 20 holdings account for 87.3% of reported assets. Its disclosed equity book has returned +40.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Timucuan Asset Management INC Fl’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1034541). View Timucuan Asset Management INC Fl’s 13F filings on SEC