Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PARK PRESIDIO CAPITAL LLC (CIK 1596510) reported $1.43B across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBHT ($172.5M, 12.10%), VMC ($152.1M, 10.67%), AMZN ($151.0M, 10.59%), MA ($135.6M, 9.51%), META ($132.4M, 9.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBHT | HUNT J B TRANS SVCS INC | $172.5M | 12.10% | 814,280 | Added |
| 2 | VMC | VULCAN MATLS CO | $152.1M | 10.67% | 558,625 | Added |
| 3 | AMZN | AMAZON COM INC | $151.0M | 10.59% | 724,801 | Added |
| 4 | MA | MASTERCARD INCORPORATED | $135.6M | 9.51% | 271,286 | Added |
| 5 | META | META PLATFORMS INC | $132.4M | 9.29% | 231,358 | Added |
| 6 | WAB | WABTEC | $123.1M | 8.64% | 492,733 | Trimmed |
| 7 | SCHW | SCHWAB CHARLES CORP | $121.4M | 8.51% | 1.3M | Added |
| 8 | GNRC | GENERAC HLDGS INC | $101.6M | 7.13% | 520,272 | Added |
| 9 | CBRE | CBRE GROUP INC | $98.8M | 6.93% | 729,608 | Added |
| 10 | RKT | ROCKET COS INC | $75.9M | 5.33% | 5.3M | Added |
| 11 | TXRH | TEXAS ROADHOUSE INC | $70.5M | 4.95% | 427,182 | Added |
| 12 | UNP | UNION PAC CORP | $55.7M | 3.91% | 229,487 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $34.8M | 2.44% | 58,285 | Added |
| 14 | CSX | CSX CORP | $0 | 0.00% | 0 | Exited |
| 15 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31