StockDriftsStockDriftsTop 13 Park Presidio Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | 12.1% | 814.3K | $172.5M | +7.32%(+55.51K) | $137.69(+90.43%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 10.67% | 558.6K | $152.1M | +36.59%(+149.65K) | $216.49(+23.72%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 10.59% | 724.8K | $151.0M | +18.42%(+112.74K) | $177.32(+48.96%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 9.51% | 271.3K | $135.6M | +31.73%(+65.34K) | $473.73(+4.32%) | 2026-03-31 | |
| META | META PLATFORMS INC | 9.29% | 231.4K | $132.4M | +20.59%(+39.50K) | $489.59(+25.46%) | 2026-03-31 | |
| WAB | WABTEC | 8.64% | 492.7K | $123.1M | -15.08%(-87.49K) | $154.76(+70.52%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 8.51% | 1.29M | $121.4M | +18.09%(+197.83K) | $77.60(+17.11%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 7.13% | 520.3K | $101.6M | +21.15%(+90.82K) | $148.41(+77.67%) | 2026-03-31 | |
| CBRE | CBRE GROUP INC | 6.93% | 729.6K | $98.8M | +23.89%(+140.70K) | $132.38(-1.84%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 5.33% | 5.33M | $75.9M | +63.81%(+2.08M) | $17.02(-21.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.06% | +73.05% |
| Top 20 Holdings Unweighted | +19.19% | +69.32% |
Sign up free to track Park Presidio Capital Llc, compare funds side by side, and get alerts the moment positions change.