Park Presidio Capital Llc

gestore patrimoniale · portafoglio $1.77 Mld · 14 posizioni · report al 30.06.2026

Posizioni azionarie report per 30.06.2026, depositato il 14.08.2026; variazione — rispetto al 31.03.2026 · 14

Società	Azioni	Valore	% del portafoglio	Variazione trimestrale
JB Hunt Transport Services I… US:JBHT	753 536	$218 Mln	12.35%	−60 744
Amazon.com, Inc. US:AMZN	730 635	$174 Mln	9.86%	+5 834
Vulcan Materials Company US:VMC	558 032	$165 Mln	9.32%	−593
Mastercard Inc US:MA	316 409	$163 Mln	9.20%	+45 123
Generac Holdings Inc US:GNRC	540 077	$158 Mln	8.95%	+19 805
Westinghouse Air Brake Techn… US:WAB	490 321	$132 Mln	7.48%	−2 412
Meta Platforms, Inc. US:META	231 133	$130 Mln	7.37%	−225
Rocket Companies Inc US:RKT	7 141 016	$112 Mln	6.37%	+1 812 887
CBRE Group Inc Class A US:CBRE	810 552	$109 Mln	6.18%	+80 944
Union Pacific Corporation US:UNP	398 803	$108 Mln	6.14%	+169 316
SCHWAB CHARLES CORP US:SCHW	1 170 236	$108 Mln	6.11%	−121 221
Texas Roadhouse Inc US:TXRH	532 925	$103 Mln	5.83%	+105 743
Knight Transportation Inc US:KNX	585 000	$45.6 Mln	2.58%	nuova
Vanguard S&P 500 ETF US:VOO · ETF	57 684	$39.6 Mln	2.24%	−601