§ 13F · FUND PROFILE
PARK PRESIDIO CAPITAL LLC.
AUM · $1.1B (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JBHT | HUNT J B TRANS SVCS INC | 754K | $218M | 12.3% | −7% |
| 2 | AMZN | AMAZON COM INC | 731K | $174M | 9.9% | +1% |
| 3 | VMC | VULCAN MATLS CO | 558K | $165M | 9.3% | ±0% |
| 4 | MA | MASTERCARD INCORPORATED | 316K | $163M | 9.2% | +17% |
| 5 | GNRC | GENERAC HLDGS INC | 540K | $158M | 9.0% | +4% |
| 6 | WAB | WABTEC | 490K | $132M | 7.5% | ±0% |
| 7 | META | META PLATFORMS INC | 231K | $130M | 7.4% | ±0% |
| 8 | RKT | ROCKET COS INC | 7.14M | $112M | 6.4% | +34% |
| 9 | CBRE | CBRE GROUP INC | 811K | $109M | 6.2% | +11% |
| 10 | UNP | UNION PAC CORP | 399K | $108M | 6.1% | +74% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARK SIGNAL
AC read
PARK PRESIDIO CAPITAL LLC is a Other fund managing $1.1 billion in assets. The fund runs a focused portfolio of just 15 positions.
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