← til store investorer
Park Presidio Capital Llc
kapitalforvalter · portefølje $1.77 mia. · 14 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 14
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| JB Hunt Transport Services I… US:JBHT | 753 536 | $218 mio. | 12.35% | −60 744 |
| Amazon.com, Inc. US:AMZN | 730 635 | $174 mio. | 9.86% | +5 834 |
| Vulcan Materials Company US:VMC | 558 032 | $165 mio. | 9.32% | −593 |
| Mastercard Inc US:MA | 316 409 | $163 mio. | 9.20% | +45 123 |
| Generac Holdings Inc US:GNRC | 540 077 | $158 mio. | 8.95% | +19 805 |
| Westinghouse Air Brake Techn… US:WAB | 490 321 | $132 mio. | 7.48% | −2 412 |
| Meta Platforms, Inc. US:META | 231 133 | $130 mio. | 7.37% | −225 |
| Rocket Companies Inc US:RKT | 7 141 016 | $112 mio. | 6.37% | +1 812 887 |
| CBRE Group Inc Class A US:CBRE | 810 552 | $109 mio. | 6.18% | +80 944 |
| Union Pacific Corporation US:UNP | 398 803 | $108 mio. | 6.14% | +169 316 |
| SCHWAB CHARLES CORP US:SCHW | 1 170 236 | $108 mio. | 6.11% | −121 221 |
| Texas Roadhouse Inc US:TXRH | 532 925 | $103 mio. | 5.83% | +105 743 |
| Knight Transportation Inc US:KNX | 585 000 | $45.6 mio. | 2.58% | ny |
| Vanguard S&P 500 ETF US:VOO · ETF | 57 684 | $39.6 mio. | 2.24% | −601 |
annonce