Park Presidio Capital LLC Portfolio Holdings by Sector

Park Presidio Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META 1 stocks	$128,311 13.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$118,866 12.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$109,446 11.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$106,971 11.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$104,665 11.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$96,337 10.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$88,398 9.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$59,778 6.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GNRC 1 stocks	$51,752 5.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$30,240 3.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH 1 stocks	$26,167 2.77% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VOO 1 stocks	$22,117 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts

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