13F Portfolios

PARK PRESIDIO CAPITAL LLC: AMAZON.COM (AMZN): Quarterly 13F Position History

As of Q1 2026, PARK PRESIDIO CAPITAL LLC reported 724,801 shares of AMAZON.COM (AMZN), worth $151.0M and representing 10.6% of its 13F equity book. Quarter-over-quarter share count change: + 112,738 (+18.4%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 724,801 +112,738 +18.4% $151.0M 10.6% $208.3
Q4 2025 612,063 +7,165 +1.2% $141.3M 11.5% $230.8
Q3 2025 604,898 +63,095 +11.6% $132.8M 11.6% $219.6
Q2 2025 541,803 +322,472 +147.0% $118.9M 12.6% $219.4
Q1 2025 219,331 52,804 -19.4% $41.7M 10.5% $190.3
Q4 2024 272,135 5,395 -1.9% $59.7M 13.6% $219.4
Q3 2024 277,530 33,000 -10.6% $51.7M 11.8% $186.3
Q2 2024 310,530 36,745 -10.6% $60.0M 14.7% $193.3
Q1 2024 347,275 101,560 -22.6% $62.6M 14.3% $180.4
Q4 2023 448,835 24,989 -5.3% $68.2M 16.3% $151.9
Q3 2023 473,824 +8,371 +1.8% $60.2M 15.9% $127.1
Q2 2023 465,453 +4,917 +1.1% $60.7M 15.4% $130.4
Q1 2023 460,536 +3,578 +0.8% $47.6M 11.8% $103.3
Q4 2022 456,958 +31,478 +7.4% $38.4M 8.9% $84.0
Q3 2022 425,480 +2,080 +0.5% $48.1M 11.0% $113.0
Q2 2022 423,400 +399,429 +1666.3% $45.0M 9.7% $106.2
Q1 2022 23,971 11,686 -32.8% $78.1M 11.9% $3259.9
Q4 2021 35,657 0 $118.9M 11.4% $3334.4
Q3 2021 35,657 6,915 -16.2% $117.1M 12.1% $3285.0
Q2 2021 42,572 +2,572 +6.4% $146.5M 14.0% $3440.2
Q1 2021 40,000 0 $123.8M 13.3% $3094.1
Q4 2020 40,000 3,000 -7.0% $130.3M 14.0% $3256.9
Q3 2020 43,000 0 $135.4M 14.4% $3148.7
Q2 2020 43,000 2,000 -4.4% $118.6M 13.3% $2758.8
Q1 2020 45,000 $87.7M 10.8% $1949.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did PARK PRESIDIO CAPITAL LLC first disclose a AMZN position in 13F-HR filings?

PARK PRESIDIO CAPITAL LLC first reported AMAZON.COM (AMZN) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.

What was PARK PRESIDIO CAPITAL LLC's most recent quarter-over-quarter share-count change in AMZN?

Between Q4 2025 and Q1 2026, PARK PRESIDIO CAPITAL LLC added 112,738 shares of AMZN (+18.4%), bringing the total reported position to 724,801 shares at a market value of $151.0M.

Does the implied price-per-share represent PARK PRESIDIO CAPITAL LLC's cost basis in AMZN?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.