13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000935836-24-000517
Total Value
$408.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 310,530 | $60.0M | 14.67% |
| 2 | VULCAN MATLS CO | 929160109 | 226,039 | $56.2M | 13.75% |
| 3 | META PLATFORMS INC | META | 101,440 | $51.1M | 12.51% |
| 4 | HUNT J B TRANS SVCS INC | 445658107 | 304,860 | $48.8M | 11.93% |
| 5 | WABTEC | 929740108 | 303,026 | $47.9M | 11.71% |
| 6 | MASTERCARD INCORPORATED | MA | 96,524 | $42.6M | 10.41% |
| 7 | TEXAS ROADHOUSE INC | TXRH | 205,151 | $35.2M | 8.61% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 435,264 | $32.1M | 7.84% |
| 9 | FLOOR & DECOR HLDGS INC | FND | 260,467 | $25.9M | 6.33% |
| 10 | CBRE GROUP INC | CBRE | 102,423 | $9.1M | 2.23% |