Park Presidio Capital LLC
Park Presidio Capital LLC reported 14 US-listed holdings worth $1.77 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: J.B. Hunt Transport Services, Inc. (12.3%), Amazon.com Inc. (9.9%) and Vulcan Materials Co. (9.3%). Against the quarter before, it opened 1 position, added to 7, trimmed 5 and sold out of 0.
Reported holdings$1.77B+23.9% on Q1 2026
Positions14+1 on Q1 2026
The largest ten83.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 7Held 1Trimmed 5
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Knight-Swift Transportation Holdings Inc. KNX$45.6 million
Added to 7
- Union Pacific Corp. UNP+169,316 shares · +74%
- Rocket Cos Inc. RKT+1.8 million shares · +34%
- Mastercard Inc. MA+45,123 shares · +17%
- Texas Roadhouse, Inc. TXRH+105,743 shares · +25%
- CBRE Group, Inc. CBRE+80,944 shares · +11%
- Generac Holdings Inc. GNRC+19,805 shares · +4%
- Amazon.com Inc. AMZN+5,834 shares · +1%
Trimmed 5
- J.B. Hunt Transport Services, Inc. JBHT-60,744 shares · -7%
- Charles Schwab Corp. SCHW-121,221 shares · -9%
- Westinghouse Air Brake Technologies Corp. WAB-2,412 shares · -0%
- Vanguard S&P 500 VOO-601 shares · -1%
- Vulcan Materials Co. VMC-593 shares · -0%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| J.B. Hunt Transport Services, Inc. JBHT | 753,536 | $218.1 million | 12.35% | -60,744 |
| Amazon.com Inc. AMZN | 730,635 | $174.1 million | 9.86% | +5,834 |
| Vulcan Materials Co. VMC | 558,032 | $164.6 million | 9.32% | -593 |
| Mastercard Inc. MA | 316,409 | $162.5 million | 9.20% | +45,123 |
| Generac Holdings Inc. GNRC | 540,077 | $158.1 million | 8.95% | +19,805 |
| Westinghouse Air Brake Technologies Corp. WAB | 490,321 | $132.2 million | 7.48% | -2,412 |
| Meta Platforms, Inc. META | 231,133 | $130.2 million | 7.37% | -225 |
| Rocket Cos Inc. RKT | 7,141,016 | $112.5 million | 6.37% | +1,812,887 |
| CBRE Group, Inc. CBRE | 810,552 | $109.2 million | 6.18% | +80,944 |
| Union Pacific Corp. UNP | 398,803 | $108.5 million | 6.14% | +169,316 |
| Charles Schwab Corp. SCHW | 1,170,236 | $108.0 million | 6.11% | -121,221 |
| Texas Roadhouse, Inc. TXRH | 532,925 | $103.0 million | 5.83% | +105,743 |
| Knight-Swift Transportation Holdings Inc. KNX | 585,000 | $45.6 million | 2.58% | new |
| Vanguard S&P 500 VOO | 57,684 | $39.6 million | 2.24% | -601 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.