PARK PRESIDIO CAPITAL LLC

CIK

1596510

City

SAN FRANCISCO

State / Country

Stock

Top Portfolio Positions

12 positions · $1,390,647,705 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$172,545,932	814,280	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$147,458,584	758,766	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$100,594,360	749,753	+11.8%	Shares	Sole	2025-11-14
2025-06-30	$96,337,362	670,873	+149.5%	Shares	Sole	2025-08-14
2025-03-31	$39,789,081	268,936	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$47,010,856	275,465	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$48,278,421	280,151	-8.1%	Shares	Sole	2024-11-14
2024-06-30	$48,777,600	304,860	+9.9%	Shares	Sole	2024-08-14
2024-03-31	$55,263,980	277,360	-7.3%	Shares	Sole	2024-05-15
2023-12-31	$59,760,210	299,190	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$55,932,752	296,694	+1.7%	Shares	Sole	2023-11-14
2023-06-30	$52,792,511	291,623	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$50,624,070	288,522	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$51,629,739	296,110	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$45,870,947	293,255	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$46,580,098	295,803	-22.6%	Shares	Sole	2022-08-15
2022-03-31	$76,722,461	382,103	-24.4%	Shares	Sole	2022-05-16
2021-12-31	$103,325,630	505,507	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$82,751,994	494,869	+5.7%	Shares	Sole	2021-11-15
2021-06-30	$76,305,085	468,273	+6.4%	Shares	Sole	2021-08-16
2021-03-31	$73,950,800	440,000	0.0%	Shares	Sole	2021-05-17
2020-12-31	$60,126,000	440,000	0.0%	Shares	Sole	2021-02-16
2020-09-30	$55,607,200	440,000	-2.2%	Shares	Sole	2020-11-16
2020-06-30	$54,153,000	450,000	-25.0%	Shares	Sole	2020-08-14
2020-03-31	$55,338,000	600,000	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.