PARK PRESIDIO CAPITAL LLC
13F filer · CIK 1596510 · San Francisco, CA
Summary
PARK PRESIDIO CAPITAL LLC reported $1.77B across 14 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are JBHT (12.3%), AMZN (9.9%), VMC (9.3%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 7, trimmed 6 and sold out of 0.
Reported value$1.77B
Positions14
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added7
Trimmed6
Sold out0
Top 14 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.3%Value $218.10MPrice $226.07Shares 754K -7.46%Since Jun 30 -21.89%
Weight 9.9%Value $174.14MPrice $246.15Shares 731K +0.80%Since Jun 30 +3.28%
Weight 9.3%Value $164.63MPrice $246.15Shares 558K -0.11%Since Jun 30 -16.56%
Weight 9.2%Value $162.51MPrice $568.26Shares 316K +16.63%Since Jun 30 +10.64%
Weight 9.0%Value $158.14MPrice $205.21Shares 540K +3.81%Since Jun 30 -29.92%
Weight 7.5%Value $132.19MPrice $292.37Shares 490K -0.49%Since Jun 30 +8.45%
Weight 7.4%Value $130.19MPrice $715.62Shares 231K -0.10%Since Jun 30 +27.04%
Weight 6.4%Value $112.47MPrice $11.64Shares 7.14M +34.02%Since Jun 30 -26.10%
Weight 6.2%Value $109.17MPrice $130.35Shares 811K +11.09%Since Jun 30 -3.22%
Weight 6.1%Value $108.47MPrice $274.10Shares 399K +73.78%Since Jun 30 +0.77%
Weight 6.1%Value $107.98MPrice $98.30Shares 1.17M -9.39%Since Jun 30 +6.54%
Weight 5.8%Value $102.98MPrice $158.45Shares 533K +24.75%Since Jun 30 -18.00%
Weight 2.6%Value $45.55MPrice $63.55Shares 585KSince Jun 30 -18.39%
Weight 2.2%Value $39.62MPrice $703.61Shares 58K -1.03%Since Jun 30 +2.45%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.3% | $218.10M | -21.89% | -7.46% | Trim | |
| 9.9% | $174.14M | +3.28% | +0.80% | Add | |
| 9.3% | $164.63M | -16.56% | -0.11% | Trim | |
| 9.2% | $162.51M | +10.64% | +16.63% | Add | |
| 9.0% | $158.14M | -29.92% | +3.81% | Add | |
| 7.5% | $132.19M | +8.45% | -0.49% | Trim | |
| 7.4% | $130.19M | +27.04% | -0.10% | Trim | |
| 6.4% | $112.47M | -26.10% | +34.02% | Add | |
| 6.2% | $109.17M | -3.22% | +11.09% | Add | |
| 6.1% | $108.47M | +0.77% | +73.78% | Add | |
| 6.1% | $107.98M | +6.54% | -9.39% | Trim | |
| 5.8% | $102.98M | -18.00% | +24.75% | Add | |
| 2.6% | $45.55M | -18.39% | — | New | |
| 2.2% | $39.62M | +2.45% | -1.03% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.