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	$59,703 13.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$55,215 12.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$52,452 11.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$49,422 11.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$47,010 10.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$42,841 9.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH 1 stocks	$32,344 7.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GNRC 1 stocks	$27,746 6.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$26,847 6.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$23,496 5.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$22,410 5.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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