account_balance
Investment manager · 13F filer · SEC CIK 1034541
Timucuan Asset Management Inc
Reported value$2.72Bas of Jun 30, 2026
Positions27 1 new, 2 sold out
Top 10 weight70.2%SCHW alone is 10%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHWCharles Schwab Corporation
10.0%
SGISomnigroup International
8.6%
BKNGBooking Hldgs Inc
7.8%Added +2396%
PGRProgressive Corporation
7.3%
THOThor Inds Inc Com
7.1%
AXPAmerican Express Co Com
7.0%
ANETArista Networks Inc
5.7%
FNDFloor and Decor Holdings Inc
5.6%
BRK-BBerkshire Hathaway Inc Del Cl
5.6%
IBPInstalled Building Products In
5.5%Trimmed −21%
ABGAsbury Automotive Group
5.2%
AWIArmstrong World Industries Inc
4.6%Added +39%
SCHWCharles Schwab Corporation
10.0%
SGI8.6%BKNG7.8%PGRProgressive Corporation
7.3%
THOThor Inds Inc Com
7.1%
AXPAmerican Express Co Com
7.0%
ANET5.7%FND5.6%BRK-B5.6%IBP5.5%ABG5.2%AWI4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHW Charles Schwab Corporation 10.0% HeldSGI Somnigroup International 8.6% HeldBKNG Booking Hldgs Inc 7.8% Added +2396%PGR Progressive Corporation 7.3% HeldTHO Thor Inds Inc Com 7.1% HeldAXP American Express Co Com 7.0% HeldANET Arista Networks Inc 5.7% HeldFND Floor and Decor Holdings Inc 5.6% HeldBRK-B Berkshire Hathaway Inc Del Cl 5.6% HeldIBP Installed Building Products In 5.5% Trimmed −21%ABG Asbury Automotive Group 5.2% HeldAWI Armstrong World Industries Inc 4.6% Added +39%
What changed