Park Presidio Capital as of June 30, 2019
Portfolio Holdings for Park Presidio Capital
Park Presidio Capital holds 16 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 11.0 | $88M | 47k | 1874.71 | |
| Wabtec Corporation (WAB) | 9.9 | $80M | 1.1M | 71.76 | |
| Owens Corning (OC) | 9.4 | $76M | 1.3M | 58.20 | |
| Facebook Cl A (META) | 8.7 | $70M | 360k | 193.00 | |
| Charles Schwab Corporation (SCHW) | 8.4 | $68M | 1.7M | 40.19 | |
| Worldpay Cl A Call Option | 8.2 | $66M | 535k | 122.55 | |
| Union Pacific Corporation (UNP) | 7.3 | $58M | 345k | 169.11 | |
| LKQ Corporation (LKQ) | 6.6 | $53M | 2.0M | 26.61 | |
| J.B. Hunt Transport Services (JBHT) | 6.3 | $50M | 550k | 91.41 | |
| Grocery Outlet Hldg Corp (GO) | 4.1 | $33M | 989k | 32.88 | |
| Univar | 3.8 | $31M | 1.4M | 22.04 | |
| First Data Corp Com Cl A | 3.7 | $30M | 1.1M | 27.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $30M | 28k | 1080.91 | |
| Fastenal Company (FAST) | 3.2 | $26M | 800k | 32.59 | |
| Visa Com Cl A (V) | 2.9 | $23M | 135k | 173.55 | |
| Stoneco Com Cl A (STNE) | 2.8 | $22M | 750k | 29.58 |
