Lionstone Capital Management LLC 13F Holdings

CIK 0001575662 · NEW YORK, NY

As of Sep 30, 2025, Lionstone Capital Management LLC reported 12 positions worth $427.9M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
API GROUP CORPAPGIndustrials2,616,750$89.9M21.02%
AMAZON.COM INCAMZNEquity312,000$68.5M16.01%
ALPHABET INCGOOGEquity261,120$63.6M14.86%
FIRSTSERVICE CORPFSVReal Estate216,200$41.2M9.63%
S&P GLOBAL INCSPGIFinancial Services84,000$40.9M9.55%
QXO INCQXOTechnology2,121,212$40.4M9.45%
FERGUSON ENTERPRISES INCFERGIndustrials161,048$36.2M8.45%
COPART INCCPRTIndustrials776,300$34.9M8.16%
LOWES COMPANIES INCLOWConsumer Cyclical41,450 0.4M2.43%
LIBERTY BROADBAND CORPLBRDKCommunication Services24,605 .6M0.37%
GCI LIBERTY INCGLIBKCommunication Services4,921 83.4K0.04%
ENERGY FUELS INCUUUUBasic Materials6,760 03.8K0.02%