Park Presidio Capital LLC reported 14 holdings worth US$1.77B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Park Presidio Capital LLC reported 14 holdings worth US$1.77B as of Jun 30, 2026. Largest: J.b. Hunt Transport Services, Inc., Amazon.com, Inc. and Vulcan Materials Company (holding Company). Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$1.77B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| J.b. Hunt Transport Services, Inc. | 754K | US$218M | 12.3% |
| Amazon.com, Inc. | 731K | US$174M | 9.9% |
| Vulcan Materials Company (holding Company) | 558K | US$165M | 9.3% |
| Mastercard Incorporated | 316K | US$163M | 9.2% |
| Generac Holdings Inc. | 540K | US$158M | 9.0% |
| Westinghouse Air Brake Technologies Corporation | 490K | US$132M | 7.5% |
| Meta Platforms, Inc. | 231K | US$130M | 7.4% |
| Rocket Companies, Inc. | 7.14M | US$112M | 6.4% |
| Cbre Group Inc | 811K | US$109M | 6.2% |
| Union Pacific Corporation | 399K | US$108M | 6.1% |
| Charles Schwab Corporation (the) | 1.17M | US$108M | 6.1% |
| Texas Roadhouse, Inc. | 533K | US$103M | 5.8% |
| Knight-swift Transportation Holdings Inc. | 585K | US$45.6M | 2.6% |