PARK PRESIDIO CAPITAL LLC
CIK 1596510 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- JBHT12.35%
- AMZN9.86%
- VMC9.32%
- MA9.20%
- GNRC8.95%
- WAB7.48%
- META7.37%
- RKT6.37%
- CBRE6.18%
- UNP6.14%
Share classes counted separately83.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHWWeight decreased · -2.40 pp8.51% → 6.11%Shares -121.22K (-9.39%)
- UNPWeight increased · +2.23 pp3.91% → 6.14%Shares +169.32K (+73.78%)
- METAWeight decreased · -1.92 pp9.29% → 7.37%Shares -225 (-0.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $218.10M | 12.35% | 753.54K shares | 12.10% → 12.35%+0.25 pp -60.74K (-7.46%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $174.14M | 9.86% | 730.63K shares | 10.59% → 9.86%-0.73 pp +5.83K (+0.80%) | Added | ↗▾ |
| 03 | VMCVULCAN MATERIALS CO View history and evidence | $164.63M | 9.32% | 558.03K shares | 10.67% → 9.32%-1.35 pp -593 (-0.11%) | Reduced | ↗▾ |
| 04 | MAMASTERCARD INC - ACL A View history and evidence | $162.51M | 9.20% | 316.41K shares | 9.51% → 9.20%-0.31 pp +45.12K (+16.63%) | Added | ↗▾ |
| 05 | GNRCGENERAC HOLDINGS INC View history and evidence | $158.14M | 8.95% | 540.08K shares | 7.13% → 8.95%+1.82 pp +19.80K (+3.81%) | Added | ↗▾ |
| 06 | WABWABTEC CORP View history and evidence | $132.19M | 7.48% | 490.32K shares | 8.64% → 7.48%-1.16 pp -2.41K (-0.49%) | Reduced | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $130.19M | 7.37% | 231.13K shares | 9.29% → 7.37%-1.92 pp -225 (-0.10%) | Reduced | ↗▾ |
| 08 | RKTROCKET COS INC-CLASS ACOM CL A View history and evidence | $112.47M | 6.37% | 7.14M shares | 5.33% → 6.37%+1.04 pp +1.81M (+34.02%) | Added | ↗▾ |
| 09 | CBRECBRE GROUP INC - ACL A View history and evidence | $109.17M | 6.18% | 810.55K shares | 6.93% → 6.18%-0.75 pp +80.94K (+11.09%) | Added | ↗▾ |
| 10 | UNPUNION PACIFIC CORP View history and evidence | $108.47M | 6.14% | 398.80K shares | 3.91% → 6.14%+2.23 pp +169.32K (+73.78%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1596510 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1766138887
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.