Park Presidio Capital LLC holds a focused book of 13 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Wabtec Corp. Their largest long position is Hunt (JB) Transprt Svcs Inc at 12% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1596510/holdings"
Use Arkolith to show PARK PRESIDIO CAPITAL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hunt J B Trans Svcs Inc COM | $172.5M | 814.3K | 12.1% | ▲+7.3% Added · +56K sh | |
| 2 | Vulcan Matls Co COM | $152.1M | 558.6K | 10.7% | ▲+37% Added · +150K sh | |
| 3 | Amazon Com Inc COM | $151.0M | 724.8K | 10.6% | ▲+18% Added · +113K sh | |
| 4 | Mastercard Incorporated CL A | $135.6M | 271.3K | 9.5% | ▲+32% Added · +65K sh | |
| 5 | Meta Platforms Inc CL A | $132.4M | 231.4K | 9.3% | ▲+21% Added · +40K sh | |
| 6 | Wabtec COM | $123.1M | 492.7K | 8.6% | ▼−15% Reduced · −87K sh | |
| 7 | Schwab Charles Corp COM | $121.4M | 1.29M | 8.5% | ▲+18% Added · +198K sh | |
| 8 | Generac Hldgs Inc COM | $101.6M | 520.3K | 7.1% | ▲+21% Added · +91K sh | |
| 9 | Cbre Group Inc CL A | $98.8M | 729.6K | 6.9% | ▲+24% Added · +141K sh | |
| 10 | Rocket Cos Inc COM CL A | $75.9M | 5.33M | 5.3% | ▲+64% Added · +2.1M sh | |
| 11 | Texas Roadhouse Inc COM | $70.5M | 427.2K | 4.9% | ▲+206% Added · +288K sh | |
| 12 | Union Pac Corp COM | $55.7M | 229.5K | 3.9% | ▲+35% Added · +60K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $34.8M | 58.3K | 2.4% | ▲+3.0% Added · +2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.