13F Portfolios

PARK PRESIDIO CAPITAL LLC: WABTEC (WAB): Quarterly 13F Position History

As of Q1 2026, PARK PRESIDIO CAPITAL LLC reported 492,733 shares of WABTEC (WAB), worth $123.1M and representing 8.6% of its 13F equity book. Quarter-over-quarter share count change: 87,491 (-15.1%) . The position first appeared in Q3 2016 and has been disclosed across 39 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 39 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 492,733 87,491 -15.1% $123.1M 8.6% $249.9
Q4 2025 580,224 +6,845 +1.2% $123.8M 10.1% $213.4
Q3 2025 573,379 +62,411 +12.2% $114.9M 10.0% $200.5
Q2 2025 510,968 +308,489 +152.4% $107.0M 11.3% $209.3
Q1 2025 202,479 58,201 -22.3% $36.7M 9.2% $181.3
Q4 2024 260,680 5,168 -1.9% $49.4M 11.3% $189.6
Q3 2024 265,848 37,178 -12.3% $48.3M 11.1% $181.8
Q2 2024 303,026 13,462 -4.3% $47.9M 11.7% $158.1
Q1 2024 316,488 68,200 -17.7% $46.1M 10.5% $145.7
Q4 2023 384,688 +3,181 +0.8% $48.8M 11.7% $126.9
Q3 2023 381,507 454 -0.1% $40.5M 10.7% $106.3
Q2 2023 381,961 74,190 -16.3% $41.9M 10.6% $109.7
Q1 2023 456,151 117,849 -20.5% $46.1M 11.4% $101.1
Q4 2022 574,000 56,705 -9.0% $57.3M 13.3% $99.8
Q3 2022 630,705 3,300 -0.5% $51.3M 11.8% $81.4
Q2 2022 634,005 175,000 -21.6% $52.0M 11.2% $82.1
Q1 2022 809,005 494,788 -37.9% $77.8M 11.9% $96.2
Q4 2021 1,303,793 0 $120.1M 11.5% $92.1
Q3 2021 1,303,793 0 $112.4M 11.6% $86.2
Q2 2021 1,303,793 +78,793 +6.4% $107.3M 10.3% $82.3
Q1 2021 1,225,000 0 $97.0M 10.4% $79.2
Q4 2020 1,225,000 100,000 -7.5% $89.7M 9.6% $73.2
Q3 2020 1,325,000 0 $82.0M 8.7% $61.9
Q2 2020 1,325,000 0 $76.3M 8.5% $57.6
Q1 2020 1,325,000 +250,000 +23.3% $63.8M 7.9% $48.1
Q4 2019 1,075,000 75,000 -6.5% $83.6M 10.6% $77.8
Q3 2019 1,150,000 +40,000 +3.6% $82.6M 10.1% $71.9
Q2 2019 1,110,000 +110,000 +11.0% $79.7M 10.0% $71.8
Q1 2019 1,000,000 +150,000 +17.6% $73.7M 8.6% $73.7
Q4 2018 850,000 +200,000 +30.8% $59.7M 7.5% $70.3
Q3 2018 650,000 125,000 -16.1% $68.2M 7.3% $104.9
Q2 2018 775,000 50,000 -6.1% $76.4M 10.0% $98.6
Q1 2018 825,000 +150,000 +22.2% $67.2M 9.3% $81.4
Q4 2017 675,000 +135,000 +25.0% $55.0M 8.5% $81.4
Q3 2017 540,000 +40,000 +8.0% $40.9M 6.7% $75.8
Q2 2017 500,000 +10,000 +2.0% $45.8M 7.4% $91.5
Q1 2017 490,000 30,000 -5.8% $38.2M 6.2% $78.0
Q4 2016 520,000 +55,000 +11.8% $43.2M 6.6% $83.0
Q3 2016 465,000 $38.0M 6.0% $81.6

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 WAB position in 13F-HR filings?

PARK PRESIDIO CAPITAL LLC first reported WABTEC (WAB) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 39 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, PARK PRESIDIO CAPITAL LLC reduced its WAB position by 87,491 shares (-15.1%), leaving 492,733 shares at a market value of $123.1M.

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

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.