TIMUCUAN ASSET MANAGEMENT INC/FL
JACKSONVILLE FL · SEC CIK 0001034541
$27.17亿2026Q1 申报市值
28持仓数
72.5%前十大占比 · 第一大 10.2%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KNSL 新建仓+$6,185.62万
MC 加仓+$620.76万
FND 加仓+$132.36万
PATK 加仓+$111.07万
NVR 加仓+$85.67万
2026Q1 卖出最多 按季末市值估算
ADI 减仓-$7,626.33万
SCHW 减仓-$710.26万
BRK/A 减仓-$574.51万
SGI 减仓-$444.04万
LCII 清仓-$428.55万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LCII | LCI INDUSTRIES | $0 | 0.00% | 0 | -35,318 | -100.0% | -$428.55万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $48.23万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| GABC | GERMAN AMERICAN BANCORP INC | $62.69万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER | $108.53万 | 0.04% | 30,400 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $238.24万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $283.08万 | 0.10% | 52,500 | 10,000 | 23.5% | $53.92万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $418.43万 | 0.15% | 105,000 | 10,000 | 10.5% | $39.85万 | 加仓 |
| BUR | BURFORD CAPITAL LTD | $498.56万 | 0.18% | 1,103,016 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $569.25万 | 0.21% | 2,250,000 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINANCIAL CORPORATION | $1,207.34万 | 0.44% | 210,411 | 10,650 | 5.3% | $61.11万 | 加仓 |
| PATK | PATRICK INDUSTRIES INC | $1,621.62万 | 0.60% | 146,000 | 10,000 | 7.4% | $111.07万 | 加仓 |
| GOOS | CANADA GOOSE HOLDINGS INC | $1,929.10万 | 0.71% | 1,758,525 | -179,400 | -9.3% | -$196.80万 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $6,185.62万 | 2.28% | 181,046 | 181,046 | — | $6,185.62万 | 新建仓 |
| NVR | NVR INC | $7,513.08万 | 2.77% | 11,401 | 130 | 1.2% | $85.67万 | 加仓 |
| MC | MOELIS AND COMPANY | $8,633.80万 | 3.18% | 1,514,701 | 108,905 | 7.7% | $620.76万 | 加仓 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $9,285.67万 | 3.42% | 563,451 | -8,239 | -1.4% | -$135.78万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.13亿 | 4.15% | 918,300 | -16,202 | -1.7% | -$198.93万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $1.18亿 | 4.33% | 164 | -8 | -4.7% | -$574.51万 | 减仓 |
| FND | FLOOR AND DECOR HOLDINGS INC | $1.31亿 | 4.83% | 2,585,343 | 26,055 | 1.0% | $132.36万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP | $1.39亿 | 5.10% | 709,630 | -4,220 | -0.6% | -$82.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1.46亿 | 5.36% | 304,054 | -3,971 | -1.3% | -$190.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1.70亿 | 6.27% | 562,998 | -10,280 | -1.8% | -$310.95万 | 减仓 |
| PGR | PROGRESSIVE CORPORATION | $1.81亿 | 6.67% | 914,198 | -3,295 | -0.4% | -$65.32万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $1.99亿 | 7.34% | 47,347 | -30 | -0.1% | -$12.63万 | 减仓 |
| THO | THOR INDS INC COM | $2.04亿 | 7.50% | 2,551,474 | -47,996 | -1.8% | -$383.44万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.16亿 | 7.96% | 679,859 | -239,716 | -26.1% | -$7,626.33万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL | $2.17亿 | 8.00% | 2,941,632 | -60,070 | -2.0% | -$444.04万 | 减仓 |
| IBP | INSTALLED BUILDING PRODUCTS IN | $2.19亿 | 8.07% | 826,867 | -13,977 | -1.7% | -$370.60万 | 减仓 |
| SCHW | CHARLES SCHWAB CORPORATION | $2.77亿 | 10.20% | 2,948,987 | -75,576 | -2.5% | -$710.26万 | 减仓 |