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TIMUCUAN ASSET MANAGEMENT INC/FL 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TIMUCUAN ASSET MANAGEMENT INC/FL
报告期 2026-03-31 · CIK 0001034541
持仓数
28
前50大市值合计
$2.72B
报告期
2026-03-31
当前持仓
调仓
前 28 大持仓
标的
类型
市值
股数
占比*
SCHW
CHARLES SCHWAB CORPORATION
COM
$277.1M
2,948,987
10.2%
IBP
INSTALLED BUILDING PRODUCTS IN
COM
$219.2M
826,867
8.1%
SGI
SOMNIGROUP INTERNATIONAL
COM
$217.4M
2,941,632
8.0%
ADI
ANALOG DEVICES INC
COM
$216.3M
679,859
8.0%
THO
THOR INDS INC COM
COM
$203.8M
2,551,474
7.5%
—
BOOKING HLDGS INC
COM
$199.3M
47,347
7.3%
PGR
PROGRESSIVE CORPORATION
COM
$181.2M
914,198
6.7%
AXP
AMERICAN EXPRESS CO COM
COM
$170.3M
562,998
6.3%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
COM
$145.7M
304,054
5.4%
ABG
ASBURY AUTOMOTIVE GROUP
COM
$138.7M
709,630
5.1%
FND
FLOOR AND DECOR HOLDINGS INC
COM
$131.3M
2,585,343
4.8%
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
COM
$117.8M
164
4.3%
ANET
ARISTA NETWORKS INC
COM
$112.7M
918,300
4.1%
—
ARMSTRONG WORLD INDUSTRIES INC
COM
$92.9M
563,451
3.4%
MC
MOELIS AND COMPANY
COM
$86.3M
1,514,701
3.2%
NVR
NVR INC
COM
$75.1M
11,401
2.8%
KNSL
KINSALE CAPITAL GROUP INC
COM
$61.9M
181,046
2.3%
GOOS
CANADA GOOSE HOLDINGS INC
COM
$19.3M
1,758,525
0.7%
PATK
PATRICK INDUSTRIES INC
COM
$16.2M
146,000
0.6%
LKFN
LAKELAND FINANCIAL CORPORATION
COM
$12.1M
210,411
0.4%
—
CLARIVATE PLC
COM
$5.7M
2,250,000
0.2%
—
BURFORD CAPITAL LTD
COM
$5.0M
1,103,016
0.2%
—
SMURFIT WESTROCK PLC
COM
$4.2M
105,000
0.2%
WHR
WHIRLPOOL CORP
COM
$2.8M
52,500
0.1%
IESC
IES HOLDINGS INC
COM
$2.4M
5,000
0.1%
IP
INTERNATIONAL PAPER
COM
$1.1M
30,400
0.0%
GABC
GERMAN AMERICAN BANCORP INC
COM
$626.9K
15,000
0.0%
KMB
KIMBERLY-CLARK CORP COM
COM
$482.4K
5,000
0.0%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
49%
前 6 大占比
SCHW
10.2%
IBP
8.1%
SGI
8.0%
ADI
8.0%
THO
7.5%
BOOKING HLDGS INC
7.3%
其他
50.9%
