TIMUCUAN ASSET MANAGEMENT INC/FL — 13F holdings

TIMUCUAN ASSET MANAGEMENT INC/FL reported 27 holdings worth $2.72B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SCHW SCHWAB CHARLES CORP — $271M (10.0%)
2. SGI SOMNIGROUP INTERNATIONAL INC — $233M (8.6%)
3. BKNG BOOKING HOLDINGS INC — $211M (7.8%)
4. PGR PROGRESSIVE CORP — $199M (7.3%)
5. THO THOR INDS INC — $192M (7.1%)
6. AXP AMERICAN EXPRESS CO — $192M (7.0%)
7. ANET ARISTA NETWORKS INC — $155M (5.7%)
8. FND FLOOR & DECOR HLDGS INC — $153M (5.6%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $151M (5.6%)
10. IBP INSTALLED BLDG PRODS INC — $150M (5.5%)