Timucuan Asset Management INC
Annual return '25
+11.3%
SPY '25
+17.7%
Alpha
-6.4ptsvs SPY
Invested
$2.7B
Holdings
28
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHW
CHARLES SCHWAB CORPORATION
Q1 2026: New position (426 shares)
10.2%
02
$IBP
INSTALLED BUILDING PRODUCTS IN
Held since at least Q1 2024
8.1%
03
$SGI
SOMNIGROUP INTERNATIONAL
Held since at least Q1 2024
8.0%
04
$ADI
ANALOG DEVICES INC
Q1 2026: New position (42 shares)
8.0%
05
$THO
THOR INDS INC COM
Held since at least Q1 2024
7.5%
06
$BKNG
BOOKING HLDGS INC
Q1 2026: New position (46 shares)
7.3%
07
$PGR
PROGRESSIVE CORPORATION
Q1 2026: New position (1.2k shares)
6.7%
08
$AXP
AMERICAN EXPRESS CO COM
Q1 2026: New position (1.2k shares)
6.3%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL
Q1 2026: New position (648 shares)
5.4%
10
$ABG
ASBURY AUTOMOTIVE GROUP
Held since at least Q1 2024
5.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:10 UTC.