Lionstone Capital Management LLC
12 holdingsFiling period: 2026-03-31Current AUM: $425.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APG | API GROUP CORP | 2.48M | $100.3M | $98.3M | 23.07% | -- | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 233.5K | $67.0M | $83.3M | 19.56% | -- | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 279.7K | $58.3M | $76.0M | 17.84% | -- | 2026-03-31 |
| 4 | QXO | QXO INC | 2.33M | $45.3M | $31.0M | 7.28% | -- | 2026-03-31 |
| 5 | FERG | FERGUSON ENTERPRISES INC | 161.0K | $37.6M | $37.7M | 8.86% | -- | 2026-03-31 |
| 6 | FSV | FIRSTSERVICE CORP NEW | 262.0K | $36.4M | $36.9M | 8.67% | +16.2K | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 84.0K | $35.7M | $34.6M | 8.12% | -- | 2026-03-31 |
| 8 | CPRT | COPART INC | 776.3K | $25.8M | $22.6M | 5.31% | -- | 2026-03-31 |
| 9 | LOW | LOWES COS INC | 21.3K | $5.0M | $4.4M | 1.04% | -- | 2026-03-31 |
| 10 | LBRDK | LIBERTY BROADBAND CORP | 24.6K | $1.2M | $837K | 0.20% | -- | 2026-03-31 |
| 11 | GLIBK | GCI LIBERTY INC | 6.8K | $253K | $158K | 0.04% | -- | 2026-03-31 |
| 12 | UUUU | ENERGY FUELS INC | 6.8K | $123K | $77K | 0.02% | -- | 2026-03-31 |
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