Park Presidio Capital LLC Portfolio Holdings by Sector

Park Presidio Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Building Materials \| Basic Materials VMC 1 stocks	$54,621 12.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$51,914 11.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$51,712 11.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$48,323 11.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$48,281 11.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$40,859 9.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical TXRH 1 stocks	$36,595 8.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$30,214 6.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GNRC 1 stocks	$28,925 6.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$23,913 5.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$21,669 4.96% of portfolio	1	-	-	-	0 Calls 0 Puts

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