TIMUCUAN ASSET MANAGEMENT INC/FL
TIMUCUAN ASSET MANAGEMENT INC/FL reported 27 positions worth $2.72B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHW (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHW | SH | $271.0M | 9.97% | 2,936,893 | — | — | |
| ▸ 2 | SGI | SH | $233.3M | 8.59% | 2,975,857 | — | — | |
| ▸ 3 | BKNG | SH | $210.6M | 7.75% | 1,181,664 | — | — | |
| ▸ 4 | PGR | SH | $198.6M | 7.31% | 908,992 | — | — | |
| ▸ 5 | THO | SH | $192.4M | 7.08% | 2,560,247 | — | — | |
| ▸ 6 | AXP | SH | $191.5M | 7.05% | 566,262 | — | — | |
| ▸ 7 | ANET | SH | $155.1M | 5.71% | 912,952 | — | — | |
| ▸ 8 | FND | SH | $153.5M | 5.65% | 2,585,135 | — | — | |
| ▸ 9 | BRK-B | SH | $151.2M | 5.56% | 302,128 | — | — | |
| ▸ 10 | IBP | SH | $149.9M | 5.52% | 652,368 | — | — |
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Frequently Asked Questions
What stocks does TIMUCUAN ASSET MANAGEMENT INC/FL hold as of Q2 2026?
TIMUCUAN ASSET MANAGEMENT INC/FL reported 27 positions worth $2.72B in its Q2 2026 13F filing. Largest positions: SCHW (10.0%), SGI (8.6%), BKNG (7.8%), PGR (7.3%) and THO (7.1%).
What did TIMUCUAN ASSET MANAGEMENT INC/FL buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TIMUCUAN ASSET MANAGEMENT INC/FL sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.