13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000155
Total Value
$439.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 272,135 | $59.7M | 13.60% |
| 2 | VULCAN MATLS CO | 929160109 | 214,654 | $55.2M | 12.57% |
| 3 | META PLATFORMS INC | META | 88,927 | $52.1M | 11.86% |
| 4 | WABTEC | 929740108 | 260,680 | $49.4M | 11.26% |
| 5 | HUNT J B TRANS SVCS INC | 445658107 | 275,465 | $47.0M | 10.71% |
| 6 | MASTERCARD INCORPORATED | MA | 81,359 | $42.8M | 9.76% |
| 7 | TEXAS ROADHOUSE INC | TXRH | 179,264 | $32.3M | 7.37% |
| 8 | GENERAC HLDGS INC | GNRC | 178,950 | $27.7M | 6.32% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 362,759 | $26.8M | 6.11% |
| 10 | FLOOR & DECOR HLDGS INC | FND | 235,671 | $23.5M | 5.35% |
| 11 | CBRE GROUP INC | CBRE | 170,694 | $22.4M | 5.10% |