13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000935836-25-000336
Total Value
$399.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VULCAN MATLS CO | 929160109 | 203,442 | $47.5M | 11.89% |
| 2 | META PLATFORMS INC | META | 77,970 | $44.9M | 11.26% |
| 3 | MASTERCARD INCORPORATED | MA | 81,643 | $44.8M | 11.21% |
| 4 | AMAZON COM INC | AMZN | 219,331 | $41.7M | 10.46% |
| 5 | HUNT J B TRANS SVCS INC | 445658107 | 268,936 | $39.8M | 9.97% |
| 6 | WABTEC | 929740108 | 202,479 | $36.7M | 9.20% |
| 7 | GENERAC HLDGS INC | GNRC | 284,313 | $36.0M | 9.02% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 363,965 | $28.5M | 7.14% |
| 9 | TEXAS ROADHOUSE INC | TXRH | 148,342 | $24.7M | 6.19% |
| 10 | CBRE GROUP INC | CBRE | 171,266 | $22.4M | 5.61% |
| 11 | VANGUARD INDEX FDS | 922908363 | 38,186 | $19.6M | 4.92% |
| 12 | FLOOR & DECOR HLDGS INC | FND | 154,912 | $12.5M | 3.12% |