13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000935836-25-000505
Total Value
$943.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 173,842 | $128.3M | 13.61% |
| 2 | AMAZON COM INC | AMZN | 541,803 | $118.9M | 12.60% |
| 3 | MASTERCARD INCORPORATED | MA | 194,766 | $109.4M | 11.61% |
| 4 | WABTEC | 929740108 | 510,968 | $107.0M | 11.34% |
| 5 | VULCAN MATLS CO | 929160109 | 401,295 | $104.7M | 11.10% |
| 6 | HUNT J B TRANS SVCS INC | 445658107 | 670,873 | $96.3M | 10.22% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 968,852 | $88.4M | 9.37% |
| 8 | CBRE GROUP INC | CBRE | 426,625 | $59.8M | 6.34% |
| 9 | GENERAC HLDGS INC | GNRC | 361,375 | $51.8M | 5.49% |
| 10 | FLOOR & DECOR HLDGS INC | FND | 398,116 | $30.2M | 3.21% |
| 11 | TEXAS ROADHOUSE INC | TXRH | 139,625 | $26.2M | 2.77% |
| 12 | VANGUARD INDEX FDS | 922908363 | 38,938 | $22.1M | 2.35% |