13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000935836-24-000680
Total Value
$437.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VULCAN MATLS CO | 929160109 | 218,303 | $54.7M | 12.51% |
| 2 | META PLATFORMS INC | META | 90,690 | $51.9M | 11.88% |
| 3 | AMAZON COM INC | AMZN | 277,530 | $51.7M | 11.83% |
| 4 | WABTEC | 929740108 | 265,848 | $48.3M | 11.06% |
| 5 | HUNT J B TRANS SVCS INC | 445658107 | 280,151 | $48.3M | 11.05% |
| 6 | MASTERCARD INCORPORATED | MA | 82,745 | $40.9M | 9.35% |
| 7 | TEXAS ROADHOUSE INC | TXRH | 207,244 | $36.6M | 8.37% |
| 8 | FLOOR & DECOR HLDGS INC | FND | 243,349 | $30.2M | 6.91% |
| 9 | GENERAC HLDGS INC | GNRC | 182,000 | $28.9M | 6.62% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 368,982 | $23.9M | 5.47% |
| 11 | CBRE GROUP INC | CBRE | 174,078 | $21.7M | 4.96% |