13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000935836-23-000407
Total Value
$402.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 254,483 | $53.9M | 13.39% |
| 2 | FLOOR & DECOR HLDGS INC | FND | 523,561 | $51.4M | 12.76% |
| 3 | HUNT J B TRANS SVCS INC | 445658107 | 288,522 | $50.6M | 12.56% |
| 4 | AMAZON COM INC | AMZN | 460,536 | $47.6M | 11.81% |
| 5 | WABTEC | 929740108 | 456,151 | $46.1M | 11.44% |
| 6 | MASTERCARD INCORPORATED | MA | 114,409 | $41.6M | 10.32% |
| 7 | VULCAN MATLS CO | 929160109 | 242,288 | $41.6M | 10.32% |
| 8 | TEXAS ROADHOUSE INC | TXRH | 293,107 | $31.7M | 7.86% |
| 9 | UNION PAC CORP | UNP | 98,482 | $19.8M | 4.92% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 355,829 | $18.6M | 4.63% |