84 is the total number of securities PARK PRESIDIO CAPITAL LLC has owned. The longest PARK PRESIDIO CAPITAL LLC has owned a single stock is 35 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| JBHT | HUNT J B TRANS SVCS INC | 35 | 35 | 4.28% | 8.15% | 14.81% | Q1 2015 | Q3 2023 | 35 |
| SCHW | THE CHARLES SCHWAB COR... | 24 | 11 | 2.36% | 7.41% | 11.50% | Q4 2014 | Q3 2023 | 35 |
| WAB | WABTEC CORP | 29 | 29 | 5.96% | 9.31% | 13.30% | Q3 2016 | Q3 2023 | 29 |
| FB | META PLATFORMS INC | 27 | 27 | 3.08% | 8.51% | 14.64% | Q1 2017 | Q3 2023 | 27 |
| FIS | FIDELITY NATL INFORMAT... | 13 | 2 | 2.31% | 7.46% | 14.25% | Q1 2016 | Q3 2022 | 19 |
| AMZN | AMAZON COM INC | 15 | 15 | 8.91% | 12.49% | 15.95% | Q1 2020 | Q3 2023 | 15 |
| MA | MASTERCARD INCORPORATED | 15 | 15 | 2.23% | 7.65% | 10.32% | Q1 2020 | Q3 2023 | 15 |
| UNP | UNION PACIFIC CORP | 5 | 2 | 1.47% | 6.00% | 8.64% | Q4 2015 | Q1 2023 | 15 |
| QRTEA | LIBERTY INTERACTIVE CORP | 14 | 14 | 4.42% | 7.79% | 10.21% | Q4 2014 | Q1 2018 | 14 |
| FISV | FISERV INC | 14 | 14 | 4.06% | 7.72% | 14.06% | Q3 2019 | Q4 2022 | 14 |
| VMC | VULCAN MATLS CO | 14 | 14 | 3.77% | 7.57% | 13.97% | Q2 2020 | Q3 2023 | 14 |
| FND | FLOOR & DECOR HLDGS INC | 14 | 14 | 4.84% | 7.24% | 12.76% | Q2 2020 | Q3 2023 | 14 |
| V | VISA INC | 6 | 3 | 2.13% | 5.83% | 11.40% | Q1 2015 | Q4 2019 | 14 |
| TSCO | TRACTOR SUPPLY CO | 7 | 6 | 3.12% | 6.88% | 11.59% | Q3 2017 | Q4 2020 | 13 |
| OC | OWENS CORNING NEW | 7 | 5 | 1.94% | 6.73% | 9.44% | Q4 2014 | Q4 2019 | 12 |
| CVLT | COMMVAULT SYSTEMS INC | 11 | 11 | 0.33% | 6.20% | 9.23% | Q2 2015 | Q4 2017 | 11 |
| STNE | STONECO LTD | 8 | 3 | 1.25% | 3.32% | 5.19% | Q2 2019 | Q1 2022 | 11 |
| PCLN | PRICELINE GRP INC | 9 | 1 | 2.40% | 7.70% | 9.85% | Q4 2014 | Q4 2017 | 10 |
| GOOG | ALPHABET INC | 10 | 10 | 3.70% | 6.07% | 10.04% | Q2 2018 | Q3 2020 | 10 |
| LKQ | LKQ CORP | 9 | 9 | 6.63% | 8.60% | 10.88% | Q2 2017 | Q2 2019 | 9 |
| HAWK | BLACKHAWK NETWORK HLDG... | 5 | 4 | 4.04% | 8.45% | 10.36% | Q2 2015 | Q3 2017 | 9 |
| COMM | COMMSCOPE HLDG CO INC | 8 | 8 | 0.52% | 6.46% | 8.48% | Q2 2015 | Q1 2017 | 8 |
| TXRH | TEXAS ROADHOUSE INC | 7 | 7 | 2.72% | 5.80% | 7.86% | Q1 2022 | Q3 2023 | 7 |
| CMG | CHIPOTLE MEXICAN GRILL... | 7 | 7 | 3.90% | 5.63% | 6.48% | Q2 2020 | Q4 2021 | 7 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 7 | 7 | 2.12% | 5.29% | 8.04% | Q1 2016 | Q3 2017 | 7 |
| ACXM | ACXIOM CORP | 7 | 7 | 0.44% | 4.32% | 6.46% | Q3 2015 | Q1 2017 | 7 |
| LVLT | LEVEL 3 COMMUNICATIONS... | 7 | 7 | 0.11% | 4.07% | 6.54% | Q4 2015 | Q2 2017 | 7 |
| BKNG | BOOKING HLDGS INC | 6 | 6 | 6.00% | 8.65% | 11.00% | Q3 2018 | Q4 2019 | 6 |
| WP | WORLDPAY INC | 6 | 6 | 6.83% | 8.39% | 10.72% | Q1 2018 | Q2 2019 | 6 |
| HUBG | HUB GROUP INC | 5 | 1 | 0.35% | 5.25% | 9.03% | Q4 2014 | Q3 2017 | 6 |
| UNVR | UNIVAR SOLUTIONS INC | 6 | 6 | 0.21% | 2.75% | 4.63% | Q2 2018 | Q3 2019 | 6 |
| STZ | CONSTELLATION BRANDS INC | 5 | 5 | 2.49% | 6.84% | 9.22% | Q1 2017 | Q1 2018 | 5 |
| WFC | WELLS FARGO CO NEW | 5 | 5 | 2.03% | 6.59% | 9.42% | Q2 2017 | Q2 2018 | 5 |
| NLSN | NIELSEN HLDGS PLC | 5 | 5 | 4.26% | 6.58% | 8.28% | Q3 2015 | Q3 2016 | 5 |
| DG | DOLLAR GEN CORP NEW | 3 | 1 | 2.18% | 6.19% | 8.39% | Q4 2014 | Q3 2016 | 5 |
| KAR | KAR AUCTION SVCS INC | 5 | 5 | 2.70% | 5.65% | 7.26% | Q3 2016 | Q3 2017 | 5 |
| FAST | FASTENAL CO | 5 | 5 | 1.15% | 3.96% | 5.26% | Q3 2018 | Q3 2019 | 5 |
| WP | WORLDPAY INC | 5 | 5 | 0.19% | 0.23% | 0.30% | Q2 2018 | Q2 2019 | 5 |
| RL | RALPH LAUREN CORP | 3 | 1 | 4.82% | 7.17% | 8.06% | Q4 2014 | Q4 2015 | 4 |
| KEX | KIRBY CORP | 4 | 4 | 4.77% | 7.05% | 8.19% | Q3 2015 | Q2 2016 | 4 |
| DBD | DIEBOLD NXDF INC | 4 | 4 | 1.75% | 2.97% | 4.56% | Q3 2017 | Q2 2018 | 4 |
| GO | GROCERY OUTLET HLDG CORP | 4 | 4 | 0.72% | 1.92% | 4.05% | Q2 2019 | Q1 2020 | 4 |
| LCII | LCI INDS | 4 | 4 | 1.19% | 1.24% | 1.28% | Q4 2020 | Q3 2021 | 4 |
| NLSN | NIELSEN N V | 3 | 3 | 8.45% | 8.91% | 9.25% | Q4 2014 | Q2 2015 | 3 |
| SCHW | SCHWAB CHARLES CORP NEW | 3 | 3 | 5.45% | 6.56% | 7.39% | Q1 2018 | Q3 2018 | 3 |
| CFR | CULLEN FROST BANKERS INC | 3 | 3 | 2.73% | 4.86% | 6.60% | Q1 2018 | Q3 2018 | 3 |
| HXL | HEXCEL CORP NEW | 3 | 3 | 3.83% | 4.84% | 6.13% | Q4 2014 | Q2 2015 | 3 |
| CRM | SALESFORCE INC | 3 | 3 | 1.99% | 4.24% | 5.86% | Q4 2021 | Q2 2022 | 3 |
| QRTEA | QURATE RETAIL INC | 3 | 3 | 0.61% | 3.86% | 5.88% | Q2 2018 | Q4 2018 | 3 |
| LSXMK | LIBERTY MEDIA CORP DEL... | 3 | 3 | 2.29% | 3.59% | 5.00% | Q2 2016 | Q4 2016 | 3 |
| MELI | MERCADOLIBRE INC | 3 | 3 | 1.80% | 2.66% | 3.10% | Q1 2021 | Q3 2021 | 3 |
| HAWKB | BLACKHAWK NETWORK HLDG... | 2 | 2 | 11.37% | 12.34% | 13.31% | Q4 2014 | Q1 2015 | 2 |
| LW | LAMB WESTON HLDGS INC | 2 | 2 | 5.56% | 6.61% | 7.66% | Q3 2019 | Q4 2019 | 2 |
| CHRW | C H ROBINSON WORLDWIDE... | 2 | 2 | 5.83% | 6.48% | 7.12% | Q4 2014 | Q1 2015 | 2 |
| EVTC | EVERTEC INC | 2 | 2 | 6.30% | 6.39% | 6.48% | Q4 2014 | Q1 2015 | 2 |
| RLGY | REALOGY HLDGS CORP | 2 | 2 | 5.87% | 6.17% | 6.46% | Q2 2016 | Q3 2016 | 2 |
| BAC | BANK AMER CORP | 2 | 2 | 3.09% | 6.12% | 9.16% | Q3 2017 | Q4 2017 | 2 |
| MHK | MOHAWK INDS INC | 2 | 2 | 5.88% | 5.94% | 6.01% | Q2 2018 | Q3 2018 | 2 |
| CBOE | CBOE HLDGS INC | 2 | 2 | 4.88% | 5.76% | 6.65% | Q4 2016 | Q1 2017 | 2 |
| FDC | FIRST DATA CORP NEW | 2 | 2 | 3.71% | 5.04% | 6.37% | Q1 2019 | Q2 2019 | 2 |
| CDLX | CARDLYTICS INC | 2 | 2 | 2.19% | 2.39% | 2.58% | Q3 2021 | Q4 2021 | 2 |
| RMAX | RE MAX HLDGS INC | 2 | 2 | 1.09% | 1.63% | 2.17% | Q4 2014 | Q1 2015 | 2 |
| FIS | FIDELITY NATL INFORMAT... | 2 | 2 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q4 2019 | 2 |
| DIS | DISNEY WALT CO | 1 | 1 | 11.44% | 11.44% | 11.44% | Q4 2019 | Q4 2019 | 1 |
| CDK | CDK GLOBAL INC | 1 | 1 | 7.94% | 7.94% | 7.94% | Q1 2018 | Q1 2018 | 1 |
| NSC | NORFOLK SOUTHERN CORP | 1 | 1 | 5.46% | 5.46% | 5.46% | Q3 2018 | Q3 2018 | 1 |
| SONO | SONOS INC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q2 2022 | Q2 2022 | 1 |
| BX | BLACKSTONE GROUP INC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2020 | Q2 2020 | 1 |
| AMTD | TD AMERITRADE HLDG CORP | 1 | 1 | 3.87% | 3.87% | 3.87% | Q2 2020 | Q2 2020 | 1 |
| FB | FACEBOOK INC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2019 | Q3 2019 | 1 |
| ACAM | ACAMAR PARTNERS ACQSIT... | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2020 | Q4 2020 | 1 |
| SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2016 | Q3 2016 | 1 |
| VRSN | VERISIGN INC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2020 | Q1 2020 | 1 |
| IT | GARTNER INC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2021 | Q4 2021 | 1 |
| KNX | KNIGHT-SWIFT TRANSN HL... | 1 | 1 | 1.97% | 1.97% | 1.97% | Q2 2023 | Q2 2023 | 1 |
| CPRT | COPART INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2020 | Q1 2020 | 1 |
| TPX | TEMPUR SEALY INTL INC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2017 | Q4 2017 | 1 |
| TRIP | TRIPADVISOR INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2017 | Q1 2017 | 1 |
| BECN | BEACON ROOFING SUPPLY INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2018 | Q4 2018 | 1 |
| FLT | FLEETCOR TECHNOLOGIES INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2017 | Q1 2017 | 1 |
| MGP | MGM GROWTH PPTYS LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2016 | Q4 2016 | 1 |
| ASIX | ADVANSIX INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2017 | Q1 2017 | 1 |
| FRG | FRANCHISE GROUP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
| HTLD | HEARTLAND EXPRESS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
Download | |||||||||
The securities at the top of the list , including HUNT J B TRANS SVCS INC, THE CHARLES SCHWAB CORPORATI, and WABTEC CORP, are the highest-conviction holdings of PARK PRESIDIO CAPITAL LLC.
The conviction is calculated by counting the number of quarters a security has been reported by PARK PRESIDIO CAPITAL LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PARK PRESIDIO CAPITAL LLC owns currently or has owned in the past.