StockDriftsStockDriftsTop 26 Timucuan Asset Management Inc/Fl Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORPORATION | 10.2% | 2.95M | $277.1M | -2.50%(-75.58K) | $51.86(+72.48%) | 2026-03-31 | |
| IBP | INSTALLED BUILDING PRODUCTS IN | 8.07% | 826.9K | $219.2M | -1.66%(-13.98K) | $174.25(+24.71%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL | 8% | 2.94M | $217.4M | -2.00%(-60.07K) | $20.76(+210.61%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 7.96% | 679.9K | $216.3M | -26.07%(-239.72K) | $115.06(+270.94%) | 2026-03-31 | |
| THO | THOR INDS INC COM | 7.5% | 2.55M | $203.8M | -1.85%(-48.00K) | $92.25(-16.20%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORPORATION | 6.67% | 914.2K | $181.2M | -0.36%(-3.29K) | $96.14(+104.78%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO COM | 6.27% | 563.0K | $170.3M | -1.79%(-10.28K) | $119.90(+160.85%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 5.36% | 304.1K | $145.7M | -1.29%(-3.97K) | $104.71(+362.30%) | 2026-03-31 | |
| ABG | ASBURY AUTOMOTIVE GROUP | 5.1% | 709.6K | $138.7M | -0.59%(-4.22K) | $232.14(-16.82%) | 2026-03-31 | |
| FND | FLOOR AND DECOR HOLDINGS INC | 4.83% | 2.59M | $131.3M | +1.02%(+26.05K) | $77.43(-40.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.18% | +77.96% |
| Top 20 Holdings Unweighted | +19.28% | +69.71% |
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