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Hedge Funds Similar to TIMUCUAN ASSET /FL

13F Portfolio OverlapQ1 2026TIMUCUAN ASSET /FL portfolio →
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Most similar hedge funds by 13F overlap

TIMUCUAN ASSET MANAGEMENT INC/FL is an institutional investor managing $2.7B across 28 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TIMUCUAN ASSET /FL are Salvus Wealth ,, Giverny, CENTRAL SECURITIES, with shared positions in $SCHW, $PGR, $IBP, $ADI, $SGI, $THO. The full ranking of 25 similar funds is below.

#1Salvus Wealth Management, LLCPassive
Substantial overlap · 15 shared positions
$SCHW$PGR$IBP$ADI$SGI$THO
$172M
126 positions
#2Giverny Capital Inc.Active
Substantial overlap · 9 shared positions
$SCHW$IBP$PGR$BKNG$NVR$KNSL
$2.7B
51 positions
#3CENTRAL SECURITIES CORPActive
Substantial overlap · 4 shared positions
$ADI$PGR$SCHW$AXP
$1.2B
30 positions
#4Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$BKNG$ADI$ANET
$413M
30 positions
#5Bretton Capital Management, LLCActive
Notable overlap · 3 shared positions
$AXP$PGR$NVR
$109M
18 positions
#6Watchtower Advisors, LPActive
Notable overlap · 3 shared positions
$SGI$IBP$PATK
$141M
12 positions
#7RIHO Partners, LLCActive
Notable overlap · 3 shared positions
$SGI$PGR$IESC
$157M
14 positions
#8Dundas Partners LLPActive
Notable overlap · 3 shared positions
$ADI$AXP$BKNG
$1.3B
49 positions
#9Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$ADI$ANET$AXP$BKNG$SCHW
$2.0B
162 positions
#10Strata Wealth Advisors, LLCActive
Notable overlap · 10 shared positions
$ANET$AXP$SCHW$ADI$AWI$BKNG
$365M
87 positions
#11Sandhill Capital Partners LLCActive
Notable overlap · 4 shared positions
$SCHW$ANET$BKNG$AXP
$1.2B
95 positions
#12DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$ADI$SCHW$PGR
$611M
37 positions
#13Luma Capital S.A. - SPFSmart money
Notable overlap · 3 shared positions
$BKNG$FND$NVR
$104M
12 positions
#14FIDUCIARY MANAGEMENT INC /WI/Active
Notable overlap · 3 shared positions
$BKNG$SCHW$PGR
$8.1B
62 positions
#15BECK MACK & OLIVER LLCActive
Notable overlap · 3 shared positions
$SCHW$SGI$AXP
$4.8B
195 positions
#16Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$SCHW$AXP
$929M
118 positions
#17Holowesko Partners Ltd.Active
Notable overlap · 4 shared positions
$AXP$PGR$SW$KMB
$357M
31 positions
#18BENNETT SELBY INVESTMENTS LPActive
Notable overlap · 4 shared positions
$BKNG$FND$KNSL$NVR
$285M
81 positions
#19GREATMARK INVESTMENT PARTNERS, INC.Active
Notable overlap · 4 shared positions
$AXP$SCHW$BKNG$WHR
$854M
145 positions
#20Intrinsic Value Partners, LLCActive
Notable overlap · 4 shared positions
$SCHW$AXP$KNSL$BKNG
$130M
69 positions
#21INKWELL CAPITAL LLCActive
Notable overlap · 3 shared positions
$SCHW$PGR$AXP
$98M
31 positions
#22Elefante Mark BPassive
Notable overlap · 3 shared positions
$ADI$AXP$SCHW
$182M
58 positions
#23Dempze Nancy EPassive
Notable overlap · 3 shared positions
$ADI$AXP$SCHW
$182M
92 positions
#24ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 4 shared positions
$ADI$SCHW$ANET$AXP
$112M
102 positions
#25LONDON CO OF VIRGINIAActive
Notable overlap · 5 shared positions
$SCHW$PGR$AWI$SGI$MC
$16.2B
167 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.