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Michele Vadala

Timucuan Asset Management Inc Fl

Assets Managed
$2.717B
Holdings
28
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-11.78%(2Q avg: -10.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Timucuan Asset Management Inc Fl's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Timucuan Asset Management Inc Fl over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.717B in assets, with a quarterly growth rate of -11.78% and a 2-quarter average growth rate of -10.76%. The portfolio is managed by Michele Vadala, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -2.49%
10.21%
$277.146M
2.949M shares@ $93.98 avg price
IBP
Installed Building Products
Recent Activity
Decreased -1.66%
8.07%
$219.244M
826,867 shares@ $265.15 avg price
TPX
Tempur Sealy International I
Recent Activity
Decreased -2%
8.01%
$217.445M
2.942M shares@ $73.92 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -26.06%
7.97%
$216.29M
679,859 shares@ $318.15 avg price
THO
Thor Industries Inc
Recent Activity
Decreased -1.84%
7.51%
$203.837M
2.551M shares@ $79.9 avg price
BKNG
Booking Holdings Inc
Recent Activity
Decreased -0.06%
7.34%
$199.347M
47,347 shares@ $4210.35 avg price
PGR
Progressive Corp
Recent Activity
Decreased -0.35%
6.68%
$181.231M
914,198 shares@ $198.24 avg price
AXP
American Express Co
Recent Activity
Decreased -1.79%
6.27%
$170.296M
562,998 shares@ $302.49 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.28%
5.37%
$145.703M
304,054 shares@ $479.21 avg price
ABG
Asbury Automotive Group
Recent Activity
Decreased -0.59%
5.11%
$138.669M
709,630 shares@ $195.41 avg price

1-10 of 28