13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000935836-23-000695
Total Value
$377.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 473,824 | $60.2M | 15.95% |
| 2 | HUNT J B TRANS SVCS INC | 445658107 | 296,694 | $55.9M | 14.81% |
| 3 | META PLATFORMS INC | META | 184,146 | $55.3M | 14.64% |
| 4 | VULCAN MATLS CO | 929160109 | 249,239 | $50.4M | 13.33% |
| 5 | WABTEC | 929740108 | 381,507 | $40.5M | 10.73% |
| 6 | MASTERCARD INCORPORATED | MA | 92,988 | $36.8M | 9.75% |
| 7 | FLOOR & DECOR HLDGS INC | FND | 326,885 | $29.6M | 7.83% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 494,577 | $27.2M | 7.19% |
| 9 | TEXAS ROADHOUSE INC | TXRH | 227,131 | $21.8M | 5.78% |