PARK PRESIDIO CAPITAL LLC
SAN FRANCISCO CA · SEC CIK 0001596510
$14.25亿2026Q1 申报市值
13持仓数
88.7%前十大占比 · 第一大 12.1%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TXRH 加仓+$4,748.72万
VMC 加仓+$4,074.83万
MA 加仓+$3,265.03万
RKT 加仓+$2,957.49万
AMZN 加仓+$2,347.99万
2026Q1 卖出最多 按季末市值估算
CSX 清仓-$2,421.25万
WAB 减仓-$2,186.49万
FND 清仓-$772.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $1.73亿 | 12.10% | 814,280 | 55,514 | 7.3% | $1,176.34万 | 加仓 |
| VMC | VULCAN MATLS CO | $1.52亿 | 10.67% | 558,625 | 149,645 | 36.6% | $4,074.83万 | 加仓 |
| AMZN | AMAZON COM INC | $1.51亿 | 10.59% | 724,801 | 112,738 | 18.4% | $2,347.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.36亿 | 9.51% | 271,286 | 65,345 | 31.7% | $3,265.03万 | 加仓 |
| META | META PLATFORMS INC | $1.32亿 | 9.29% | 231,358 | 39,500 | 20.6% | $2,259.91万 | 加仓 |
| WAB | WABTEC | $1.23亿 | 8.64% | 492,733 | -87,491 | -15.1% | -$2,186.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.21亿 | 8.51% | 1,291,457 | 197,834 | 18.1% | $1,859.24万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.02亿 | 7.13% | 520,272 | 90,820 | 21.1% | $1,773.99万 | 加仓 |
| CBRE | CBRE GROUP INC | $9,883.27万 | 6.93% | 729,608 | 140,701 | 23.9% | $1,905.94万 | 加仓 |
| RKT | ROCKET COS INC | $7,592.58万 | 5.33% | 5,328,129 | 2,075,432 | 63.8% | $2,957.49万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $7,054.48万 | 4.95% | 427,182 | 287,557 | 205.9% | $4,748.72万 | 加仓 |
| UNP | UNION PAC CORP | $5,567.81万 | 3.91% | 229,487 | 59,936 | 35.3% | $1,454.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,482.82万 | 2.44% | 58,285 | 1,720 | 3.0% | $102.78万 | 加仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -667,932 | -100.0% | -$2,421.25万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -126,837 | -100.0% | -$772.31万 | 清仓 |