PARK PRESIDIO CAPITAL LLC
14 holdingsFiling period: 2026-06-30Current AUM: $1.71Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JBHT | HUNT J B TRANS SVCS INC | 753.5K | $218.1M | $205.8M | 12.02% | -60,744 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 730.6K | $174.1M | $181.5M | 10.61% | +5.8K | 2026-06-30 |
| 3 | VMC | VULCAN MATLS CO | 558.0K | $164.6M | $139.1M | 8.13% | -593 | 2026-06-30 |
| 4 | MA | MASTERCARD INCORPORATED | 316.4K | $162.5M | $181.4M | 10.60% | +45.1K | 2026-06-30 |
| 5 | GNRC | GENERAC HLDGS INC | 540.1K | $158.1M | $94.5M | 5.52% | +19.8K | 2026-06-30 |
| 6 | WAB | WABTEC | 490.3K | $132.2M | $136.4M | 7.97% | -2,412 | 2026-06-30 |
| 7 | META | META PLATFORMS INC | 231.1K | $130.2M | $154.9M | 9.05% | -225 | 2026-06-30 |
| 8 | RKT | ROCKET COS INC | 7.14M | $112.5M | $94.2M | 5.50% | +1.81M | 2026-06-30 |
| 9 | CBRE | CBRE GROUP INC | 810.6K | $109.2M | $113.6M | 6.64% | +80.9K | 2026-06-30 |
| 10 | UNP | UNION PAC CORP | 398.8K | $108.5M | $113.3M | 6.62% | +169.3K | 2026-06-30 |
| 11 | SCHW | SCHWAB CHARLES CORP | 1.17M | $108.0M | $126.1M | 7.37% | -121,221 | 2026-06-30 |
| 12 | TXRH | TEXAS ROADHOUSE INC | 532.9K | $103.0M | $90.4M | 5.28% | +105.7K | 2026-06-30 |
| 13 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 585.0K | $45.6M | $40.1M | 2.34% | -- | 2026-06-30 |
| 14 | VOO | VANGUARD INDEX FDS | 57.7K | $39.6M | $40.2M | 2.35% | -601 | 2026-06-30 |
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