Park Presidio Capital as of June 30, 2023
Portfolio Holdings for Park Presidio Capital
Park Presidio Capital holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.4 | $61M | 466k | 130.36 | |
| Vulcan Materials Company (VMC) | 14.0 | $55M | 245k | 225.44 | |
| Meta Platforms Cl A (META) | 13.8 | $55M | 190k | 286.98 | |
| J.B. Hunt Transport Services (JBHT) | 13.4 | $53M | 292k | 181.03 | |
| Wabtec Corporation (WAB) | 10.6 | $42M | 382k | 109.67 | |
| Mastercard Incorporated Cl A (MA) | 9.4 | $37M | 95k | 393.30 | |
| Floor & Decor Hldgs Cl A (FND) | 8.7 | $35M | 332k | 103.96 | |
| Texas Roadhouse (TXRH) | 6.6 | $26M | 233k | 112.28 | |
| Charles Schwab Corporation (SCHW) | 6.2 | $24M | 431k | 56.68 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.0 | $7.8M | 140k | 55.56 |
