13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000935836-24-000393
Total Value
$439.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 347,275 | $62.6M | 14.25% |
| 2 | VULCAN MATLS CO | 929160109 | 226,039 | $61.7M | 14.04% |
| 3 | META PLATFORMS INC | META | 126,434 | $61.4M | 13.97% |
| 4 | HUNT J B TRANS SVCS INC | 445658107 | 277,360 | $55.3M | 12.58% |
| 5 | MASTERCARD INCORPORATED | MA | 96,524 | $46.5M | 10.58% |
| 6 | WABTEC | 929740108 | 316,488 | $46.1M | 10.49% |
| 7 | FLOOR & DECOR HLDGS INC | FND | 260,467 | $33.8M | 7.68% |
| 8 | TEXAS ROADHOUSE INC | TXRH | 205,151 | $31.7M | 7.21% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 365,264 | $26.4M | 6.01% |
| 10 | MARTIN MARIETTA MATLS INC | 573284106 | 22,815 | $14.0M | 3.19% |