Park Presidio Capital LLC Portfolio Holdings by Sector

Park Presidio Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$60,009 14.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$56,211 13.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$51,148 12.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$48,777 11.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$47,893 11.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$42,582 10.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH 1 stocks	$35,226 8.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$32,074 7.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$25,893 6.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$9,126 2.23% of portfolio	1	-	1	-	0 Calls 0 Puts

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