PARK PRESIDIO CAPITAL LLC
SAN FRANCISCO CA · SEC CIK 0001596510
$17.66亿2026Q2 申报市值
14持仓数
83.2%前十大占比 · 第一大 12.3%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UNP 加仓+$4,605.40万
KNX 新建仓+$4,555.40万
RKT 加仓+$2,855.30万
MA 加仓+$2,317.52万
TXRH 加仓+$2,043.27万
2026Q2 卖出最多 按季末市值估算
JBHT 减仓-$1,758.11万
SCHW 减仓-$1,118.51万
WAB 减仓-$65.03万
VOO 减仓-$41.28万
VMC 减仓-$17.49万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,961.79万 | 2.24% | 57,684 | -601 | -1.0% | -$41.28万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4,555.40万 | 2.58% | 585,000 | 585,000 | — | $4,555.40万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.03亿 | 5.83% | 532,925 | 105,743 | 24.8% | $2,043.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.08亿 | 6.11% | 1,170,236 | -121,221 | -9.4% | -$1,118.51万 | 减仓 |
| UNP | UNION PAC CORP | $1.08亿 | 6.14% | 398,803 | 169,316 | 73.8% | $4,605.40万 | 加仓 |
| CBRE | CBRE GROUP INC | $1.09亿 | 6.18% | 810,552 | 80,944 | 11.1% | $1,090.23万 | 加仓 |
| RKT | ROCKET COS INC | $1.12亿 | 6.37% | 7,141,016 | 1,812,887 | 34.0% | $2,855.30万 | 加仓 |
| META | META PLATFORMS INC | $1.30亿 | 7.37% | 231,133 | -225 | -0.1% | -$12.67万 | 减仓 |
| WAB | WABTEC | $1.32亿 | 7.48% | 490,321 | -2,412 | -0.5% | -$65.03万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1.58亿 | 8.95% | 540,077 | 19,805 | 3.8% | $579.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.63亿 | 9.20% | 316,409 | 45,123 | 16.6% | $2,317.52万 | 加仓 |
| VMC | VULCAN MATLS CO | $1.65亿 | 9.32% | 558,032 | -593 | -0.1% | -$17.49万 | 减仓 |
| AMZN | AMAZON COM INC | $1.74亿 | 9.86% | 730,635 | 5,834 | 0.8% | $139.05万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2.18亿 | 12.35% | 753,536 | -60,744 | -7.5% | -$1,758.11万 | 减仓 |