13F HOLDINGS REPORT
PARK PRESIDIO CAPITAL LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000935836-25-000677
Total Value
$1.15B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 189,571 | $139.2M | 12.11% |
| 2 | AMAZON COM INC | AMZN | 604,898 | $132.8M | 11.56% |
| 3 | VULCAN MATLS CO | 929160109 | 403,626 | $124.2M | 10.80% |
| 4 | MASTERCARD INCORPORATED | MA | 203,441 | $115.7M | 10.07% |
| 5 | WABTEC | 929740108 | 573,379 | $114.9M | 10.00% |
| 6 | SCHWAB CHARLES CORP | SCHW-PJ | 1,081,543 | $103.3M | 8.98% |
| 7 | HUNT J B TRANS SVCS INC | 445658107 | 749,753 | $100.6M | 8.75% |
| 8 | CBRE GROUP INC | CBRE | 566,329 | $89.2M | 7.76% |
| 9 | ROCKET COS INC | 77311W101 | 2,785,000 | $54.0M | 4.70% |
| 10 | GENERAC HLDGS INC | GNRC | 310,208 | $51.9M | 4.52% |
| 11 | UNION PAC CORP | UNP | 118,000 | $27.9M | 2.43% |
| 12 | FLOOR & DECOR HLDGS INC | FND | 341,878 | $25.2M | 2.19% |
| 13 | VANGUARD INDEX FDS | 922908363 | 38,617 | $23.6M | 2.06% |
| 14 | CSX CORP | CSX | 660,000 | $23.4M | 2.04% |
| 15 | TEXAS ROADHOUSE INC | TXRH | 139,625 | $23.2M | 2.02% |