PARK PRESIDIO CAPITAL LLC — 13F holdings

PARK PRESIDIO CAPITAL LLC reported 14 holdings worth $1.77B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. JBHT HUNT J B TRANS SVCS INC — $218M (12.3%)
2. AMZN AMAZON COM INC — $174M (9.9%)
3. VMC VULCAN MATLS CO — $165M (9.3%)
4. MA MASTERCARD INCORPORATED — $163M (9.2%)
5. GNRC GENERAC HLDGS INC — $158M (9.0%)
6. WAB WABTEC — $132M (7.5%)
7. META META PLATFORMS INC — $130M (7.4%)
8. RKT ROCKET COS INC — $112M (6.4%)
9. CBRE CBRE GROUP INC — $109M (6.2%)
10. UNP UNION PAC CORP — $108M (6.1%)