PARK PRESIDIO CAPITAL LLC
Top Portfolio Positions
12 positions ·
$1,390,647,705 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
814,280 | $172,545,932 | 12.41% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
558,625 | $152,113,587 | 10.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
724,801 | $150,954,304 | 10.85% | |
| MA |
Mastercard Inc
Financial Services
|
271,286 | $135,550,762 | 9.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
231,358 | $132,366,852 | 9.52% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
492,733 | $123,138,904 | 8.85% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
1,291,457 | $121,371,128 | 8.73% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
520,272 | $101,624,729 | 7.31% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
729,608 | $98,832,699 | 7.11% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
5,328,129 | $75,925,838 | 5.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GNRC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,624,729 | 520,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,564,369 | 429,452 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,928,819 | 310,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,752,513 | 361,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,008,241 | 284,313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,746,197 | 178,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,916,160 | 182,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||