Park Presidio Capital LLC 13F Holdings · Q2 2026
Park Presidio Capital LLC reported 14 securities worth $1.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JBHT (12.35%), AMZN (9.86%), VMC (9.32%). Among its top 25 positions this quarter: 1 new, 7 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBHT | HUNT J B TRANS SVCS INC | $218.1M | 12.35% | 753,536 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $174.1M | 9.86% | 730,635 | Added |
| 3 | VMC | VULCAN MATLS CO | $164.6M | 9.32% | 558,032 | Trimmed |
| 4 | MA | MASTERCARD INCORPORATED | $162.5M | 9.20% | 316,409 | Added |
| 5 | GNRC | GENERAC HLDGS INC | $158.1M | 8.95% | 540,077 | Added |
| 6 | WAB | WABTEC | $132.2M | 7.48% | 490,321 | Trimmed |
| 7 | META | META PLATFORMS INC | $130.2M | 7.37% | 231,133 | Trimmed |
| 8 | RKT | ROCKET COS INC | $112.5M | 6.37% | 7.1M | Added |
| 9 | CBRE | CBRE GROUP INC | $109.2M | 6.18% | 810,552 | Added |
| 10 | UNP | UNION PAC CORP | $108.5M | 6.14% | 398,803 | Added |
| 11 | SCHW | SCHWAB CHARLES CORP | $108.0M | 6.11% | 1.2M | Trimmed |
| 12 | TXRH | TEXAS ROADHOUSE INC | $103.0M | 5.83% | 532,925 | Added |
| 13 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $45.6M | 2.58% | 585,000 | New |
| 14 | VOO | VANGUARD INDEX FDS | $39.6M | 2.24% | 57,684 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR