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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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9 |
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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 |
- |
$179.22 |
$68,196,000 |
448,835 |
16.32% |
7,963,000 |
-24,989 |
0.004 |
Internet Software & S... |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$501.80 |
$65,718,000 |
185,664 |
15.72% |
10,436,000 |
1,518 |
0.008 |
Internet Service Prov... |
|
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JBHT |
JB Hunt Transport Services Inc |
3 |
- |
$164.20 |
$59,760,000 |
299,190 |
14.3% |
3,827,000 |
2,496 |
0.283 |
Trucking |
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VMC |
Vulcan Materials Co |
4 |
- |
$255.07 |
$49,840,000 |
219,549 |
11.92% |
-511,000 |
-29,690 |
0.166 |
General Building Mate... |
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WAB |
Westinghouse Air Brake Tech... |
5 |
- |
$144.27 |
$48,817,000 |
384,688 |
11.68% |
8,274,000 |
3,181 |
0.202 |
Auto Parts |
|
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MA |
MasterCard Inc A |
6 |
- |
$454.70 |
$39,985,000 |
93,749 |
9.57% |
3,170,000 |
761 |
0.009 |
Business Services |
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FND |
Floor & Decor Holdings, Inc. |
7 |
- |
$109.58 |
$36,766,000 |
329,567 |
8.8% |
7,183,000 |
2,682 |
0.264 |
N/A |
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SCHW |
Charles Schwab Corp |
8 |
- |
$72.93 |
$24,518,000 |
356,364 |
5.87% |
-2,634,000 |
-138,213 |
0.02 |
Investment Brokerage ... |
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TXRH |
Texas Roadhouse Inc |
9 |
- |
$150.46 |
$24,354,000 |
199,251 |
5.83% |
2,527,000 |
-27,880 |
0.287 |
Restaurants |
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