PARK PRESIDIO CAPITAL LLC 13F Holdings

CIK 0001596510 · SAN FRANCISCO, CA

As of Sep 30, 2025, PARK PRESIDIO CAPITAL LLC reported 15 positions worth .1B in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services189,571 39.2M12.11%
AMAZON.COM INCAMZNEquity604,898 32.8M11.56%
VULCAN MATERIALS COVMCBasic Materials403,626 24.2M10.80%
MASTERCARD INCMAFinancial Services203,441 15.7M10.07%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials573,379 14.9M10.00%
SCHWAB CHARLES CORPSCHWEquity1,081,543 03.3M8.98%
HUNT J B TRANSPORT SERVICES INCJBHTIndustrials749,753 00.6M8.75%
CBRE GROUP INCCBREReal Estate566,329$89.2M7.76%
ROCKET COMPANIES INCRKTFinancial Services2,785,000$54.0M4.70%
GENERAC HOLDINGS INCGNRCIndustrials310,208$51.9M4.52%
UNION PACIFIC CORPUNPIndustrials118,000$27.9M2.43%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical341,878$25.2M2.19%
VANGUARD 500 INDEX FUNDVOO—38,617$23.6M2.06%
CSX CORPCSXIndustrials660,000$23.4M2.04%
TEXAS ROADHOUSE INCTXRHConsumer Cyclical139,625$23.2M2.02%