PARK PRESIDIO CAPITAL LLC

CIK 0001596510 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

PARK PRESIDIO CAPITAL LLC reported 14 positions worth $1.77B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: JBHT (12.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.77B
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.2%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JBHTHUNT J B TRANS SVCS INCSH$218.1M12.35%753,536
2AMZNAMAZON COM INCSH$174.1M9.86%730,635
3VMCVULCAN MATLS COSH$164.6M9.32%558,032
4MAMASTERCARD INCORPORATEDSH$162.5M9.20%316,409
5GNRCGENERAC HLDGS INCSH$158.1M8.95%540,077
6WABWABTECSH$132.2M7.48%490,321
7METAMETA PLATFORMS INCSH$130.2M7.37%231,133
8RKTROCKET COS INCSH$112.5M6.37%7,141,016
9CBRECBRE GROUP INCSH$109.2M6.18%810,552
10UNPUNION PAC CORPSH$108.5M6.14%398,803

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PARK PRESIDIO CAPITAL LLC hold as of Q2 2026?

PARK PRESIDIO CAPITAL LLC reported 14 positions worth $1.77B in its Q2 2026 13F filing. Largest positions: JBHT (12.3%), AMZN (9.9%), VMC (9.3%), MA (9.2%) and GNRC (9.0%).

What did PARK PRESIDIO CAPITAL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PARK PRESIDIO CAPITAL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.