Park Presidio Capital as of Dec. 31, 2019
Portfolio Holdings for Park Presidio Capital
Park Presidio Capital holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 11.4 | $103M | 710k | 144.63 | |
| Booking Holdings (BKNG) | 9.4 | $84M | 41k | 2053.72 | |
| Wabtec Corporation (WAB) | 9.3 | $84M | 1.1M | 77.80 | |
| Charles Schwab Corporation (SCHW) | 7.9 | $71M | 1.5M | 47.56 | |
| Lamb Weston Hldgs (LW) | 7.7 | $69M | 800k | 86.03 | |
| J.B. Hunt Transport Services (JBHT) | 7.2 | $64M | 550k | 116.78 | |
| Fiserv (FI) | 7.1 | $64M | 550k | 115.63 | |
| Union Pacific Corporation (UNP) | 7.0 | $62M | 345k | 180.79 | |
| Fidelity National Information Services (FIS) | 6.9 | $62M | 447k | 139.10 | |
| Facebook Inc cl a (META) | 6.5 | $58M | 283k | 205.25 | |
| Alphabet Inc Class C cs (GOOG) | 5.6 | $50M | 38k | 1337.01 | |
| Tractor Supply Company (TSCO) | 5.0 | $45M | 485k | 93.44 | |
| Stoneco (STNE) | 3.5 | $32M | 800k | 39.89 | |
| Visa (V) | 2.8 | $25M | 135k | 187.90 | |
| Owens Corning (OC) | 1.9 | $17M | 268k | 65.12 | |
| Grocery Outlet Hldg Corp (GO) | 0.7 | $6.4M | 198k | 32.45 |
