TIMUCUAN ASSET MANAGEMENT INC/FL | 13F Holdings | BadatCrypto

TIMUCUAN ASSET MANAGEMENT INC/FL

CIK: 0001034541

56

Signals (30d)

56

Buys (30d)

0

Sells (30d)

28

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 28 of 28 positions

SCHWAB CHARLES CORP

3,024,563 shares

$302.2M

9.81%

SOMNIGROUP INTERNATIONAL INC.

3,001,702 shares

$268.0M

8.70%

THOR INDUSTRIES INC

2,599,470 shares

$266.9M

8.66%

Booking Holdings Inc.

47,377 shares

$253.7M

8.24%

ANALOG DEVICES INC

919,575 shares

$249.4M

8.10%

Installed Building Products, Inc.

840,844 shares

$218.1M

7.08%

AMERICAN EXPRESS CO

573,278 shares

$212.1M

6.89%

PROGRESSIVE CORP/OH/

917,493 shares

$208.9M

6.78%

ASBURY AUTOMOTIVE GROUP INC

713,850 shares

$166.0M

5.39%

Floor & Decor Holdings, Inc.

2,559,288 shares

$155.8M

5.06%

Berkshire Hathaway Inc. Class B

308,025 shares

$154.8M

5.03%

Berkshire Hathaway Inc. Class A

172 shares

$129.8M

4.21%

Arista Networks, Inc.

934,502 shares

$122.4M

3.98%

ARMSTRONG WORLD INDUSTRIES INC

571,690 shares

$109.2M

3.55%

Moelis & Co

1,405,796 shares

$96.6M

3.14%

NVR INC

11,271 shares

$82.2M

2.67%

Canada Goose Holdings Inc.

1,937,925 shares

$25.1M

0.81%

PATRICK INDUSTRIES INC

136,000 shares

$14.7M

0.48%

LAKELAND FINANCIAL CORP

199,761 shares

$11.4M

0.37%

Burford Capital Ltd

1,103,016 shares

$9.8M

0.32%

CLARIVATE PLC

2,250,000 shares

$7.5M

0.24%

LCI INDUSTRIES

35,318 shares

$4.3M

0.14%

Smurfit Westrock plc

95,000 shares

$3.7M

0.12%

WHIRLPOOL CORP /DE/

42,500 shares

$3.1M

0.10%

IES Holdings, Inc.

5,000 shares

$1.9M

0.06%

INTERNATIONAL PAPER CO /NEW/

30,400 shares

$1.2M

0.04%

GERMAN AMERICAN BANCORP, INC.

15,000 shares

$0.6M

0.02%

KIMBERLY CLARK CORP

5,000 shares

$0.5M

0.02%

Most Active Tickers

SCHWAB CHARLES CORP

2 signals

SOMNIGROUP INTERNATIONAL INC.

2 signals

THOR INDUSTRIES INC

2 signals

ANALOG DEVICES INC

2 signals

Booking Holdings Inc.

2 signals

Installed Building Products, Inc.

2 signals

PROGRESSIVE CORP/OH/

2 signals

AMERICAN EXPRESS CO

2 signals

ASBURY AUTOMOTIVE GROUP INC

2 signals

Activity (Last 7 Days)

Jul 16, 2026

+28-0

May 14, 2026

+28-0

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