TIMUCUAN ASSET MANAGEMENT INC/FL
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KINSALE CAPITAL GROUP INC(KNSL) | 0 | 181,046 | +181,046 | 0 | 61,856,176 | 2.28% | +61,856,176 |
| PATRICK INDUSTRIES INC(PATK) | 0 | 146,000 | +146,000 | 0 | 16,216,220 | 0.60% | +16,216,220 |
| INSTALLED BUILDING PRODUCTS IN(IBP) | 0 | 826,867 | +826,867 | 0 | 219,243,785 | 8.07% | +219,243,785 |
| LAKELAND FINANCIAL CORPORATION(LKFN) | 0 | 210,411 | +210,411 | 0 | 12,073,383 | 0.44% | +12,073,383 |
| SMURFIT WESTROCK PLC(SW) | 0 | 105,000 | +105,000 | 0 | 4,184,250 | 0.15% | +4,184,250 |
| IES HOLDINGS INC(IESC) | 0 | 5,000 | +5,000 | 0 | 2,382,350 | 0.09% | +2,382,350 |
| GERMAN AMERICAN BANCORP INC(GABC) | 0 | 15,000 | +15,000 | 0 | 626,850 | 0.02% | +626,850 |
| KIMBERLY-CLARK CORP COM(KMB) | 0 | 5,000 | +5,000 | 0 | 482,350 | 0.02% | +482,350 |
| INTERNATIONAL PAPER(IP) | 0 | 30,400 | +30,400 | 0 | 1,085,280 | 0.04% | +1,085,280 |
| WHIRLPOOL CORP(WHR) | 0 | 52,500 | +52,500 | 0 | 2,830,800 | 0.10% | +2,830,800 |
| CLARIVATE PLC(CLVT) | 0 | 2,250,000 | +2,250,000 | 0 | 5,692,500 | 0.21% | +5,692,500 |
| LCI INDUSTRIES(LCII) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BURFORD CAPITAL LTD | 0 | 1,103,016 | +1,103,016 | 0 | 4,985,632 | 0.18% | +4,985,632 |
| CANADA GOOSE HOLDINGS INC(GOOS) | 0 | 1,758,525 | +1,758,525 | 0 | 19,291,019 | 0.71% | +19,291,019 |
| NVR INC(NVR) | 0 | 11,401 | +11,401 | 0 | 75,130,797 | 2.77% | +75,130,797 |
| BERKSHIRE HATHAWAY INC DEL CL | 0 | 304,054 | +304,054 | 0 | 145,702,712 | 5.36% | +145,702,712 |
| ARISTA NETWORKS INC(ANET) | 0 | 918,300 | +918,300 | 0 | 112,748,894 | 4.15% | +112,748,894 |
| MOELIS AND COMPANY(MC) | 0 | 1,514,701 | +1,514,701 | 0 | 86,337,954 | 3.18% | +86,337,954 |
| BERKSHIRE HATHAWAY INC DEL CL | 0 | 164 | +164 | 0 | 117,774,960 | 4.33% | +117,774,960 |
| ARMSTRONG WORLD INDUSTRIES INC(AWI) | 0 | 563,451 | +563,451 | 0 | 92,856,720 | 3.42% | +92,856,720 |
| FLOOR AND DECOR HOLDINGS INC(FND) | 0 | 2,585,343 | +2,585,343 | 0 | 131,335,424 | 4.83% | +131,335,424 |
| CHARLES SCHWAB CORPORATION(SCHW) | 0 | 2,948,987 | +2,948,987 | 0 | 277,145,767 | 10.20% | +277,145,767 |
| ASBURY AUTOMOTIVE GROUP | 0 | 709,630 | +709,630 | 0 | 138,668,798 | 5.10% | +138,668,798 |
| PROGRESSIVE CORPORATION(PGR) | 0 | 914,198 | +914,198 | 0 | 181,230,514 | 6.67% | +181,230,514 |
| ANALOG DEVICES INC(ADI) | 0 | 679,859 | +679,859 | 0 | 216,290,472 | 7.96% | +216,290,472 |
| AMERICAN EXPRESS CO COM(AXP) | 0 | 562,998 | +562,998 | 0 | 170,295,648 | 6.27% | +170,295,648 |
| SOMNIGROUP INTERNATIONAL(SGI) | 0 | 2,941,632 | +2,941,632 | 0 | 217,445,419 | 8.00% | +217,445,419 |
| BOOKING HLDGS INC(BKNG) | 0 | 47,347 | +47,347 | 0 | 199,347,057 | 7.34% | +199,347,057 |
| THOR INDS INC COM(THO) | 0 | 2,551,474 | +2,551,474 | 0 | 203,837,262 | 7.50% | +203,837,262 |