SEC Form 13F

TIMUCUAN ASSET MANAGEMENT INC/FL 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$2,717,579,008
Positions27

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CHARLES SCHWAB CORPORATIONSCHWCOM$270,987,0862,936,893
SOMNIGROUP INTERNATIONALSGICOM$233,307,1692,975,857
BOOKING HLDGS INCBKNGCOM$210,619,8181,181,664
PROGRESSIVE CORPORATIONPGRCOM$198,569,195908,992
THOR INDS INC COMTHOCOM$192,428,1692,560,247
AMERICAN EXPRESS CO COMAXPCOM$191,538,136566,262
ARISTA NETWORKS INCANETCOM$155,092,314912,952
FLOOR AND DECOR HOLDINGS INCFNDCOM$153,453,6142,585,135
BERKSHIRE HATHAWAY INC DEL CLBRK.BCOM$151,181,867302,128
INSTALLED BUILDING PRODUCTS INIBPCOM$149,940,261652,368

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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