Holders — by stockHoldings — by fund
PARK PRESIDIO CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001596510
$1.77B
disclosed book value
14
positions
12.3%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JBHTHUNT J B TRANS SVCS INC | 753,536 | $218.1M | 12.3% |
| 2 | AMZNAMAZON COM INC | 730,635 | $174.1M | 9.9% |
| 3 | VMCVULCAN MATLS CO | 558,032 | $164.6M | 9.3% |
| 4 | MAMASTERCARD INCORPORATED | 316,409 | $162.5M | 9.2% |
| 5 | GNRCGENERAC HLDGS INC | 540,077 | $158.1M | 9% |
| 6 | WABWABTEC | 490,321 | $132.2M | 7.5% |
| 7 | METAMETA PLATFORMS INC | 231,133 | $130.2M | 7.4% |
| 8 | RKTROCKET COS INC | 7.1M | $112.5M | 6.4% |
| 9 | CBRECBRE GROUP INC | 810,552 | $109.2M | 6.2% |
| 10 | UNPUNION PAC CORP | 398,803 | $108.5M | 6.1% |
| 11 | SCHWSCHWAB CHARLES CORP | 1.2M | $108.0M | 6.1% |
| 12 | TXRHTEXAS ROADHOUSE INC | 532,925 | $103.0M | 5.8% |
| 13 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 585,000 | $45.6M | 2.6% |
| 14 | VOOVANGUARD INDEX FDS | 57,684 | $39.6M | 2.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.