Park Presidio Capital LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Park Presidio Capital LLC reported 10 stock positions worth $439.5 million. Its top holding was Amazon.com (AMZN) at 14.3% of the portfolio, followed by Vulcan Materials (VMC, 14.0%) and Meta Platforms Class A (META, 14.0%). Compared with Q4 2023, it opened 1 new position, added to 4 and reduced 5. The biggest buy was a new position in Martin Marietta Materials (MLM) and the biggest sale Amazon.com (AMZN, shares −23%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001596510
Portfolio Value
$439.5M (Q1 2024)
SEC Filing
0000935836-24-000393 ↗ filed May 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $439.5M $439.5M Q1 2024 Q2 2024: $408.9M Q2 2024 Q3 2024: $437.1M Q3 2024 Q4 2024: $439.1M Q4 2024 Q1 2025: $399.1M Q1 2025 Q2 2025: $943.1M Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 10 stocks · $439.5M
AMZN Amazon.com Inc. 14.25% 347,275 $62.6M Reduce -22.6%
VMC Vulcan Materials Co. 14.04% 226,039 $61.7M Add +3.0%
META Meta Platforms Inc. Class A 13.97% 126,434 $61.4M Reduce -31.9%
JBHT Hunt (jb) Transprt SVCS Inc. 12.58% 277,360 $55.3M Reduce -7.3%
MA Mastercard Inc. Class A 10.58% 96,524 $46.5M Add +3.0%
WAB Wabtec Corp. 10.49% 316,488 $46.1M Reduce -17.7%
FND Floor & Decor Holdings Inc. Class A 7.68% 260,467 $33.8M Reduce -21.0%
TXRH Texas Roadhouse Inc. 7.21% 205,151 $31.7M Add +3.0%
SCHW Schwab (charles) Corp. 6.01% 365,264 $26.4M Add +2.5%
MLM Martin Marietta Materials 3.19% 22,815 $14.0M New

Portfolio Sells Q4 2023 → Q1 2024
AMZN Amazon.com Inc. Reduce -22.6% 14.25% −2.06
META Meta Platforms Inc. Class A Reduce -31.9% 13.97% −1.75
JBHT Hunt (jb) Transprt SVCS Inc. Reduce -7.3% 12.58% −1.72
WAB Wabtec Corp. Reduce -17.7% 10.49% −1.19
FND Floor & Decor Holdings Inc. Class A Reduce -21.0% 7.68% −1.11

Portfolio Buys Q4 2023 → Q1 2024
MLM Martin Marietta Materials New 3.19% +3.19
VMC Vulcan Materials Co. Add +3.0% 14.04% +2.11
TXRH Texas Roadhouse Inc. Add +3.0% 7.21% +1.38
MA Mastercard Inc. Class A Add +3.0% 10.58% +1.01
SCHW Schwab (charles) Corp. Add +2.5% 6.01% +0.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$1.8BJBHT, AMZN, VMC, MA, GNRC
Q1 2026 13$1.4BJBHT, VMC, AMZN, MA, META
Q4 2025 15$1.2BJBHT, AMZN, META, WAB, MA
Q3 2025 15$1.1BMETA, AMZN, VMC, MA, WAB
Q2 2025 12$943.1MMETA, AMZN, MA, WAB, VMC
Q1 2025 12$399.1MVMC, META, MA, AMZN, JBHT
Q4 2024 11$439.1MAMZN, VMC, META, WAB, JBHT
Q3 2024 11$437.1MVMC, META, AMZN, WAB, JBHT
Q2 2024 10$408.9MAMZN, VMC, META, JBHT, WAB
Q1 2024 10$439.5MAMZN, VMC, META, JBHT, MA