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The Analysis of TIMUCUAN ASSET MANAGEMENT INC/FL's Holdings & P&L

Currently, TIMUCUAN ASSET MANAGEMENT INC/FL holds 28 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in KNSL (+181.0K shares, valued at $61.9M), MC (+108.9K shares, valued at $6.2M), FND (+26.1K shares, valued at $1.3M); decreased their positions in ADI (-239.7K shares, valued at $76.3M), SCHW (-75.6K shares, valued at $7.1M), BRK.A (-8 shares, valued at $5.7M); initiated new positions in KNSL (+181.0K shares, valued at $61.9M).

1M P&L

+45.7M+2.07%

3M P&L

-28.3M-1.24%

HY P&L

-299.0M-11.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Capital Markets363.5M

16.8%

2Residential Construction294.4M

13.6%

3Insurance - Property & Casualty243.1M

11.2%

Top Industries by Stock Count

1Furnishings, Fixtures & Appliances3 stocks

12.5%

2Capital Markets2 stocks

8.3%

3Banks - Regional2 stocks

8.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHW CHARLES SCHWAB CORPORATION2.9M shares-2.50%2026-03-312026-05-14

IBP INSTALLED BUILDING PRODUCTS IN826.9K shares-1.66%2026-03-312026-05-14

SGI SOMNIGROUP INTERNATIONAL2.9M shares-2.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC679.9K shares-26.07%2026-03-312026-05-14

THO THOR INDS INC COM2.6M shares-1.85%2026-03-312026-05-14

BOOKING HLDGS INC BOOKING HLDGS INC47.3K shares-0.06%2026-03-312026-05-14

PGR PROGRESSIVE CORPORATION914.2K shares-0.36%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO COM563.0K shares-1.79%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL304.1K shares-1.29%2026-03-312026-05-14

ABG ASBURY AUTOMOTIVE GROUP709.6K shares-0.59%2026-03-312026-05-14

FND FLOOR AND DECOR HOLDINGS INC2.6M shares1.02%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL CL164 shares-4.65%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC918.3K shares-1.73%2026-03-312026-05-14

ARMSTRONG WORLD INDUSTRIES INC ARMSTRONG WORLD INDUSTRIES INC563.5K shares-1.44%2026-03-312026-05-14

MC MOELIS AND COMPANY1.5M shares7.75%2026-03-312026-05-14

NVR NVR INC11.4K shares1.15%2026-03-312026-05-14

Sponsored

KNSL KINSALE CAPITAL GROUP INC181.0K sharesnew addition2026-03-312026-05-14

GOOS CANADA GOOSE HOLDINGS INC1.8M shares-9.26%2026-03-312026-05-14

PATK PATRICK INDUSTRIES INC146.0K shares7.35%2026-03-312026-05-14

LKFN LAKELAND FINANCIAL CORPORATION210.4K shares5.33%2026-03-312026-05-14

CLVT CLARIVATE PLC2.3M shares0.00%2026-03-312026-05-14

BUR BURFORD CAPITAL LTD1.1M shares0.00%2026-03-312026-05-14

SW SMURFIT WESTROCK PLC105.0K shares10.53%2026-03-312026-05-14

WHR WHIRLPOOL CORP52.5K shares23.53%2026-03-312026-05-14

Sponsored

IESC IES HOLDINGS INC5.0K shares0.00%2026-03-312026-05-14

IP INTERNATIONAL PAPER30.4K shares0.00%2026-03-312026-05-14

GABC GERMAN AMERICAN BANCORP INC15.0K shares0.00%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP COM5.0K shares0.00%2026-03-312026-05-14

SCHW

CHARLES SCHWAB CORPORATION

-2.50%

Shares2.9M

Event2026-03-31

Filed2026-05-14

IBP

INSTALLED BUILDING PRODUCTS IN

-1.66%

Shares826.9K

Event2026-03-31

Filed2026-05-14

SGI

SOMNIGROUP INTERNATIONAL

-2.00%

Shares2.9M

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

-26.07%

Shares679.9K

Event2026-03-31

Filed2026-05-14

THO

THOR INDS INC COM

-1.85%

Shares2.6M

Event2026-03-31

Filed2026-05-14

BOOKING HLDGS INC

-0.06%

Shares47.3K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORPORATION

-0.36%

Shares914.2K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO COM

-1.79%

Shares563.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL CL

-1.29%

Shares304.1K

Event2026-03-31

Filed2026-05-14

ABG

ASBURY AUTOMOTIVE GROUP

-0.59%

Shares709.6K

Event2026-03-31

Filed2026-05-14

FND

FLOOR AND DECOR HOLDINGS INC

1.02%

Shares2.6M

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL CL

-4.65%

Shares164

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-1.73%

Shares918.3K

Event2026-03-31

Filed2026-05-14

ARMSTRONG WORLD INDUSTRIES INC

-1.44%

Shares563.5K

Event2026-03-31

Filed2026-05-14

MOELIS AND COMPANY

7.75%

Shares1.5M

Event2026-03-31

Filed2026-05-14

NVR

NVR INC

1.15%

Shares11.4K

Event2026-03-31

Filed2026-05-14

KNSL

KINSALE CAPITAL GROUP INC

New

Shares181.0K

Event2026-03-31

Filed2026-05-14

GOOS

CANADA GOOSE HOLDINGS INC

-9.26%

Shares1.8M

Event2026-03-31

Filed2026-05-14

PATK

PATRICK INDUSTRIES INC

7.35%

Shares146.0K

Event2026-03-31

Filed2026-05-14

LKFN

LAKELAND FINANCIAL CORPORATION

5.33%

Shares210.4K

Event2026-03-31

Filed2026-05-14

CLVT

CLARIVATE PLC

0.00%

Shares2.3M

Event2026-03-31

Filed2026-05-14

BUR

BURFORD CAPITAL LTD

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SMURFIT WESTROCK PLC

10.53%

Shares105.0K

Event2026-03-31

Filed2026-05-14

WHR

WHIRLPOOL CORP

23.53%

Shares52.5K

Event2026-03-31

Filed2026-05-14

IESC

IES HOLDINGS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

INTERNATIONAL PAPER

0.00%

Shares30.4K

Event2026-03-31

Filed2026-05-14

GABC

GERMAN AMERICAN BANCORP INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available