PARK PRESIDIO CAPITAL LLC: 13F holdings
CIK 15965102026Q2
| Positions | 14 |
|---|---|
| Reported value | $1.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JBHT HUNT J B TRANS SVCS INC | 753,536 | $218.1m | 12.3% |
| AMZN AMAZON COM INC | 730,635 | $174.1m | 9.9% |
| VMC VULCAN MATLS CO | 558,032 | $164.6m | 9.3% |
| MA MASTERCARD INCORPORATED | 316,409 | $162.5m | 9.2% |
| GNRC GENERAC HLDGS INC | 540,077 | $158.1m | 9.0% |
| WAB WABTEC | 490,321 | $132.2m | 7.5% |
| META META PLATFORMS INC | 231,133 | $130.2m | 7.4% |
| RKT ROCKET COS INC | 7,141,016 | $112.5m | 6.4% |
| CBRE CBRE GROUP INC | 810,552 | $109.2m | 6.2% |
| UNP UNION PAC CORP | 398,803 | $108.5m | 6.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1596510")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.