Timucuan Asset Management Inc holds a focused book of 27 stocks worth $2.7B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened KINSALE CAPITAL GROUP INC and trimmed SCHWAB (CHARLES) CORP. Their largest long position is SCHWAB (CHARLES) CORP at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1034541/holdings"
Use Arkolith to show TIMUCUAN ASSET MANAGEMENT INC/FL's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Corporation COM | $277.1M | 2.95M | 10.2% | ▼−2.5% Reduced · −76K sh | |
| 2 | Installed Building Products In COM | $219.2M | 826.9K | 8.1% | ▼−1.7% Reduced · −14K sh | |
| 3 | Somnigroup International COM | $217.4M | 2.94M | 8.0% | ▼−2.0% Reduced · −60K sh | |
| 4 | Analog Devices Inc COM | $216.3M | 679.9K | 8.0% | ▼−26% Reduced · −240K sh | |
| 5 | Thor Inds Inc Com COM | $203.8M | 2.55M | 7.5% | ▼−1.8% Reduced · −48K sh | |
| 6 | Booking Hldgs Inc COM | $199.3M | 47.3K | 7.3% | ▼−0.1% Reduced · −30 sh | |
| 7 | Progressive Corporation COM | $181.2M | 914.2K | 6.7% | ▼−0.3% Reduced · −3K sh | |
| 8 | American Express Co Com COM | $170.3M | 563.0K | 6.3% | ▼−1.8% Reduced · −10K sh | |
| 9 | Berkshire Hathaway Inc Del CL COM | $145.7M | 304.1K | 5.4% | ▼−1.3% Reduced · −4K sh | |
| 10 | Asbury Automotive Group COM | $138.7M | 709.6K | 5.1% | ▼−0.6% Reduced · −4K sh | |
| 11 | Floor And Decor Holdings Inc COM | $131.3M | 2.59M | 4.8% | ▲+1.0% Added · +26K sh | |
| 12 | Berkshire Hathaway Inc Del CL COM | $117.8M | 164 | 4.3% | ▼−4.7% Reduced · −8 sh | |
| 13 | Arista Networks Inc COM | $112.7M | 918.3K | 4.1% | ▼−1.7% Reduced · −16K sh | |
| 14 | Armstrong World Industries Inc COM | $92.9M | 563.5K | 3.4% | ▼−1.4% Reduced · −8K sh | |
| 15 | Moelis And Company COM | $86.3M | 1.51M | 3.2% | ▲+7.7% Added · +109K sh | |
| 16 | NVR Inc COM | $75.1M | 11.4K | 2.8% | ▲+1.1% Added · +130 sh | |
| 17 | Kinsale Capital Group Inc COM | $61.9M | 181.0K | 2.3% | ▲New New position | |
| 18 | Canada Goose Holdings Inc COM | $19.3M | 1.76M | 0.7% | ▼−9.3% Reduced · −179K sh | |
| 19 | Patrick Industries Inc COM | $16.2M | 146.0K | 0.6% | ▲+7.3% Added · +10K sh | |
| 20 | Lakeland Financial Corporation COM | $12.1M | 210.4K | 0.4% | ▲+5.3% Added · +11K sh | |
| 21 | Clarivate PLC COM | $5.7M | 2.25M | 0.2% | —Held | |
| 22 | Burford Capital Ltd COM | $5.0M | 1.10M | 0.2% | —Held | |
| 23 | Smurfit Westrock PLC COM | $4.2M | 105.0K | 0.2% | ▲+11% Added · +10K sh | |
| 24 | Whirlpool Corp COM | $2.8M | 52.5K | 0.1% | ▲+24% Added · +10K sh | |
| 25 | Ies Holdings Inc COM | $2.4M | 5.0K | 0.1% | —Held | |
| 26 | International Paper COM | $1.1M | 30.4K | 0.0% | —Held | |
| 27 | German American Bancorp Inc COM | $627K | 15.0K | 0.0% | —Held | |
| 28 | Kimberly-Clark Corp Com COM | $482K | 5.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 28 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 28 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 28 | $3.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 28 | $3.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 30 | $3.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 27 | $3.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 26 | $3.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 25 | $2.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 23 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 25 | $2.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 26 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 27 | $2.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 31 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 33 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 33 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 33 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 31 | $2.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 30 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 30 | $2.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 32 | $2.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 29 | $2.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 28 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 30 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 7, 2020 | 29 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.