Park Presidio Capital as of Sept. 30, 2025
Portfolio Holdings for Park Presidio Capital
Park Presidio Capital holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 12.1 | $139M | 190k | 734.38 | |
| Amazon (AMZN) | 11.6 | $133M | 605k | 219.57 | |
| Vulcan Materials Company (VMC) | 10.8 | $124M | 404k | 307.62 | |
| Mastercard Incorporated Cl A (MA) | 10.1 | $116M | 203k | 568.81 | |
| Wabtec Corporation (WAB) | 10.0 | $115M | 573k | 200.47 | |
| Charles Schwab Corporation (SCHW) | 9.0 | $103M | 1.1M | 95.47 | |
| J.B. Hunt Transport Services (JBHT) | 8.8 | $101M | 750k | 134.17 | |
| Cbre Group Cl A (CBRE) | 7.8 | $89M | 566k | 157.56 | |
| Rocket Cos Com Cl A (RKT) | 4.7 | $54M | 2.8M | 19.38 | |
| Generac Holdings (GNRC) | 4.5 | $52M | 310k | 167.40 | |
| Union Pacific Corporation (UNP) | 2.4 | $28M | 118k | 236.37 | |
| Floor & Decor Hldgs Cl A (FND) | 2.2 | $25M | 342k | 73.70 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $24M | 39k | 612.38 | |
| CSX Corporation (CSX) | 2.0 | $23M | 660k | 35.51 | |
| Texas Roadhouse (TXRH) | 2.0 | $23M | 140k | 166.15 |