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Timucuan Asset Management Inc/Fl
kapitalforvalter · portefølje $2.72 mia. · 27 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 13.08.2026; ændring — mod 31.03.2026 · 29
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| SCHWAB CHARLES CORP US:SCHW | 2 936 893 | $271 mio. | 9.97% | −12 094 |
| Somnigroup International Inc… US:SGI | 2 975 857 | $233 mio. | 8.59% | +34 225 |
| Booking Holdings Inc US:BKNG | 1 181 664 | $211 mio. | 7.75% | +1 134 317 |
| Progressive Corp US:PGR | 908 992 | $199 mio. | 7.31% | −5 206 |
| Thor Industries Inc US:THO | 2 560 247 | $192 mio. | 7.08% | +8 773 |
| American Express Company US:AXP | 566 262 | $192 mio. | 7.05% | +3 264 |
| Arista Networks US:ANET | 912 952 | $155 mio. | 5.71% | −5 348 |
| Floor & Decor Holdings Inc US:FND | 2 585 135 | $153 mio. | 5.65% | −208 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 302 128 | $151 mio. | 5.56% | −1 926 |
| Installed Building Products… US:IBP | 652 368 | $150 mio. | 5.52% | −174 499 |
| Asbury Automotive Group Inc US:ABG | 706 608 | $142 mio. | 5.23% | −3 022 |
| Armstrong World Industries I… US:AWI | 784 126 | $126 mio. | 4.63% | +220 675 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 160 | $120 mio. | 4.41% | −4 |
| Moelis & Co US:MC | 1 503 334 | $98.3 mio. | 3.62% | −11 367 |
| Kinsale Capital Group Inc US:KNSL | 285 392 | $94.1 mio. | 3.46% | +104 346 |
| Analog Devices Inc US:ADI | 221 787 | $88.1 mio. | 3.24% | −458 072 |
| NVR Inc US:NVR | 11 583 | $78.9 mio. | 2.90% | +182 |
| Canada Goose Holdings Inc US:GOOS | 1 758 525 | $16.7 mio. | 0.62% | — |
| Patrick Industries Inc US:PATK | 156 000 | $14.0 mio. | 0.52% | +10 000 |
| Lakeland Financial Corporati… US:LKFN | 210 411 | $13.0 mio. | 0.48% | — |
| Forward Air Corporation US:FWRD | 398 551 | $5.38 mio. | 0.20% | ny |
| CLARIVATE PLC CUSIP G21810109 | 2 250 000 | $4.86 mio. | 0.18% | — |
| SMURFIT WESTROCK PLC CUSIP G8267P108 | 105 000 | $4.86 mio. | 0.18% | — |
| Whirlpool Corporation US:WHR | 52 500 | $2.07 mio. | 0.08% | — |
| International Paper Company US:IP | 30 000 | $1.14 mio. | 0.04% | −400 |
| German American Bancorp Inc US:GABC | 15 000 | $712 t. | 0.03% | — |
| Kimberly-Clark Corporation US:KMB | 5 000 | $549 t. | 0.02% | — |
| IES Holdings Inc US:IESC | 0 (var 5 000) | — | — | solgt |
| BURFORD CAPITAL LTD CUSIP G17977110 | 0 (var 1 103 016) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Thor Industries Inc | 4.96% | 2 560 247 | 2026-06-30 |
| Canada Goose Holdings Inc | 3.86% | 1 758 525 | 2026-06-30 |
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