PARK PRESIDIO CAPITAL LLC
CIK 1596510
13F filing for Q2 2026・No. 1,783
- Holdings
- US$1.77B
- Quarter change
- +US$340.66M
- Entries
- 14
- Net bought (estimate)
- +US$151.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 6
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$1.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| JBHTHUNT J B TRANS SVCS INCCOM | Cut | 753,536 | US$218.1M | 12.35% |
| AMZNAmazonCOM | Added | 730,635 | US$174.14M | 9.86% |
| VMCVULCAN MATLS COCOM | Cut | 558,032 | US$164.63M | 9.32% |
| MAMASTERCARD INCORPORATEDCL A | Added | 316,409 | US$162.51M | 9.20% |
| GNRCGENERAC HLDGS INCCOM | Added | 540,077 | US$158.14M | 8.95% |
| WABWABTECCOM | Cut | 490,321 | US$132.19M | 7.48% |
| METAMetaCL A | Cut | 231,133 | US$130.19M | 7.37% |
| RKTROCKET COS INCCOM CL A | Added | 7,141,016 | US$112.47M | 6.37% |
| CBRECBRE GROUP INCCL A | Added | 810,552 | US$109.17M | 6.18% |
| UNPUNION PAC CORPCOM | Added | 398,803 | US$108.47M | 6.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.