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| Name: |
PARK PRESIDIO CAPITAL LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94129 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$180.75 |
$62,641,000 |
347,275 |
14.25% |
-5,555,000 |
-101,560 |
0.003 |
Internet Software & S... |
|
|
VMC |
Vulcan Materials Co |
2 |
- |
$259.25 |
$61,691,000 |
226,039 |
14.04% |
11,851,000 |
6,490 |
0.171 |
General Building Mate... |
|
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FB |
Meta Platforms Inc |
3 |
- |
$478.22 |
$61,394,000 |
126,434 |
13.97% |
-4,324,000 |
-59,230 |
0.005 |
Internet Service Prov... |
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JBHT |
JB Hunt Transport Services Inc |
4 |
- |
$157.62 |
$55,264,000 |
277,360 |
12.58% |
-4,496,000 |
-21,830 |
0.262 |
Trucking |
|
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MA |
MasterCard Inc A |
5 |
- |
$451.18 |
$46,483,000 |
96,524 |
10.58% |
6,498,000 |
2,775 |
0.01 |
Business Services |
|
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WAB |
Westinghouse Air Brake Tech... |
6 |
- |
$163.38 |
$46,106,000 |
316,488 |
10.49% |
-2,711,000 |
-68,200 |
0.166 |
Auto Parts |
|
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FND |
Floor & Decor Holdings, Inc. |
7 |
- |
$114.04 |
$33,762,000 |
260,467 |
7.68% |
-3,004,000 |
-69,100 |
0.196 |
N/A |
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TXRH |
Texas Roadhouse Inc |
8 |
- |
$168.75 |
$31,690,000 |
205,151 |
7.21% |
7,336,000 |
5,900 |
0.295 |
Restaurants |
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SCHW |
Charles Schwab Corp |
9 |
- |
$72.27 |
$26,423,000 |
365,264 |
6.01% |
1,905,000 |
8,900 |
0.02 |
Investment Brokerage ... |
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MLM |
Martin Marietta Materials Inc |
10 |
New |
$579.16 |
$14,007,000 |
22,815 |
3.19% |
14,007,000 |
22,815 |
0.026 |
General Building Mate... |
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