TIMUCUAN ASSET MANAGEMENT INC/FL
JACKSONVILLE FL · SEC CIK 0001034541
$27.18亿2026Q2 申报市值
27持仓数
70.2%前十大占比 · 第一大 10.0%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AWI 加仓+$3,540.07万
KNSL 加仓+$3,441.44万
FWRD 新建仓+$538.44万
SGI 加仓+$268.32万
NVR 加仓+$124.00万
2026Q2 卖出最多 按季末市值估算
ADI 减仓-$1.82亿
IBP 减仓-$4,010.69万
BUR 清仓-$498.56万
BRK/A 减仓-$299.54万
IESC 清仓-$238.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BUR | BURFORD CAPITAL LTD | $0 | 0.00% | 0 | -1,103,016 | -100.0% | -$498.56万 | 清仓 |
| IESC | IES HOLDINGS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$238.24万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $54.88万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| GABC | GERMAN AMERICAN BANCORP INC | $71.19万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER | $114.30万 | 0.04% | 30,000 | -400 | -1.3% | -$1.52万 | 减仓 |
| WHR | WHIRLPOOL CORP | $206.96万 | 0.08% | 52,500 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $485.73万 | 0.18% | 105,000 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $486.00万 | 0.18% | 2,250,000 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $538.44万 | 0.20% | 398,551 | 398,551 | — | $538.44万 | 新建仓 |
| LKFN | LAKELAND FINANCIAL CORPORATION | $1,298.66万 | 0.48% | 210,411 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDUSTRIES INC | $1,400.57万 | 0.52% | 156,000 | 10,000 | 6.8% | $89.78万 | 加仓 |
| GOOS | CANADA GOOSE HOLDINGS INC | $1,672.36万 | 0.62% | 1,758,525 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $7,891.98万 | 2.90% | 11,583 | 182 | 1.6% | $124.00万 | 加仓 |
| ADI | ANALOG DEVICES INC | $8,808.73万 | 3.24% | 221,787 | -458,072 | -67.4% | -$1.82亿 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $9,412.51万 | 3.46% | 285,392 | 104,346 | 57.6% | $3,441.44万 | 加仓 |
| MC | MOELIS AND COMPANY | $9,834.81万 | 3.62% | 1,503,334 | -11,367 | -0.8% | -$74.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $1.20亿 | 4.41% | 160 | -4 | -2.4% | -$299.54万 | 减仓 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $1.26亿 | 4.63% | 784,126 | 220,675 | 39.2% | $3,540.07万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP | $1.42亿 | 5.23% | 706,608 | -3,022 | -0.4% | -$60.77万 | 减仓 |
| IBP | INSTALLED BUILDING PRODUCTS IN | $1.50亿 | 5.52% | 652,368 | -174,499 | -21.1% | -$4,010.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $1.51亿 | 5.56% | 302,128 | -1,926 | -0.6% | -$96.38万 | 减仓 |
| FND | FLOOR AND DECOR HOLDINGS INC | $1.53亿 | 5.65% | 2,585,135 | -208 | -0.0% | -$1.23万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.55亿 | 5.71% | 912,952 | -5,348 | -0.6% | -$90.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1.92亿 | 7.05% | 566,262 | 3,264 | 0.6% | $110.40万 | 加仓 |
| THO | THOR INDS INC COM | $1.92亿 | 7.08% | 2,560,247 | 8,773 | 0.3% | $65.94万 | 加仓 |
| PGR | PROGRESSIVE CORPORATION | $1.99亿 | 7.31% | 908,992 | -5,206 | -0.6% | -$113.73万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $2.11亿 | 7.75% | 1,181,664 | -2,011 | -0.2% | -$35.84万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL | $2.33亿 | 8.59% | 2,975,857 | 34,225 | 1.2% | $268.32万 | 加仓 |
| SCHW | CHARLES SCHWAB CORPORATION | $2.71亿 | 9.97% | 2,936,893 | -12,094 | -0.4% | -$111.59万 | 减仓 |