Park Presidio Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Park Presidio Capital LLC reported 14 stock positions worth $1.8 billion. Its top holding was Hunt (jb) Transprt SVCS (JBHT) at 12.3% of the portfolio, followed by Amazon.com (AMZN, 9.9%) and Vulcan Materials (VMC, 9.3%). Compared with Q1 2026, it opened 1 new position, added to 7 and reduced 6. The biggest buy was a new position in Knight-Swift Transportation (KNX) and the biggest sale Schwab (charles) (SCHW, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001596510
- Portfolio Value
- $1.8B (Q2 2026)
- SEC Filing
- 0000935836-26-000412 ↗ filed Aug 14, 2026
Holdings Value
Holdings 14 stocks · $1.8B
| JBHT Hunt (jb) Transprt SVCS Inc. | 12.35% | 753,536 | $218.1M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 9.86% | 730,635 | $174.1M | Add +0.8% |
| VMC Vulcan Materials Co. | 9.32% | 558,032 | $164.6M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 9.20% | 316,409 | $162.5M | Add +16.6% |
| GNRC Generac Holdings Inc. | 8.95% | 540,077 | $158.1M | Add +3.8% |
| WAB Wabtec Corp. | 7.48% | 490,321 | $132.2M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 7.37% | 231,133 | $130.2M | Reduce -0.1% |
| RKT Rocket Cos Inc. Class A | 6.37% | 7,141,016 | $112.5M | Add +34.0% |
| CBRE CBRE Group Inc. Class A | 6.18% | 810,552 | $109.2M | Add +11.1% |
| UNP Union Pacific Corp. | 6.14% | 398,803 | $108.5M | Add +73.8% |
| SCHW Schwab (charles) Corp. | 6.11% | 1,170,236 | $108.0M | Reduce -9.4% |
| TXRH Texas Roadhouse Inc. | 5.83% | 532,925 | $103.0M | Add +24.8% |
| KNX Knight-Swift Transportation | 2.58% | 585,000 | $45.6M | New |
| VOO Vanguard S&P 500 ETF | 2.24% | 57,684 | $39.6M | Reduce -1.0% |
Portfolio Sells Q1 2026 → Q2 2026
| SCHW Schwab (charles) Corp. | Reduce -9.4% | 6.11% | −2.40 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 7.37% | −1.91 |
| VMC Vulcan Materials Co. | Reduce -0.1% | 9.32% | −1.35 |
| WAB Wabtec Corp. | Reduce -0.5% | 7.48% | −1.15 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 2.24% | −0.20 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -7.5% | 12.35% | +0.24 |
Portfolio Buys Q1 2026 → Q2 2026
| KNX Knight-Swift Transportation | New | 2.58% | +2.58 |
| UNP Union Pacific Corp. | Add +73.8% | 6.14% | +2.24 |
| GNRC Generac Holdings Inc. | Add +3.8% | 8.95% | +1.82 |
| RKT Rocket Cos Inc. Class A | Add +34.0% | 6.37% | +1.04 |
| TXRH Texas Roadhouse Inc. | Add +24.8% | 5.83% | +0.88 |
| MA Mastercard Inc. Class A | Add +16.6% | 9.20% | −0.31 |
| AMZN Amazon.com Inc. | Add +0.8% | 9.86% | −0.73 |
| CBRE CBRE Group Inc. Class A | Add +11.1% | 6.18% | −0.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $1.8B | JBHT, AMZN, VMC, MA, GNRC |
| Q1 2026 | 13 | $1.4B | JBHT, VMC, AMZN, MA, META |
| Q4 2025 | 15 | $1.2B | JBHT, AMZN, META, WAB, MA |
| Q3 2025 | 15 | $1.1B | META, AMZN, VMC, MA, WAB |
| Q2 2025 | 12 | $943.1M | META, AMZN, MA, WAB, VMC |
| Q1 2025 | 12 | $399.1M | VMC, META, MA, AMZN, JBHT |
| Q4 2024 | 11 | $439.1M | AMZN, VMC, META, WAB, JBHT |
| Q3 2024 | 11 | $437.1M | VMC, META, AMZN, WAB, JBHT |
| Q2 2024 | 10 | $408.9M | AMZN, VMC, META, JBHT, WAB |
| Q1 2024 | 10 | $439.5M | AMZN, VMC, META, JBHT, MA |