The Analysis of Lionstone Capital Management LLC's Holdings


Currently, Lionstone Capital Management LLC holds 12 types of securities in its portfolio with a total value $432.6M. In the most recent quarter, they have increased their positions in FSV (+29.5K shares, valued at $4.6M), QXO (+211.4K shares, valued at $4.1M), N/A (+1.9K shares, valued at $70.3K); decreased their positions in N/A (-27.6K shares, valued at $8.7M), AMZN (-32.3K shares, valued at $7.4M), APG (-140.5K shares, valued at $5.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APG API GROUP CORP2.5M shares-5.37%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC233.5K shares-10.56%2025-12-312026-02-17history
AMZN AMAZON COM INC279.7K shares-10.34%2025-12-312026-02-17history
QXO QXO INC2.3M shares9.97%2025-12-312026-02-17history
SPGI S&P GLOBAL INC84.0K shares0.00%2025-12-312026-02-17history
FSV FIRSTSERVICE CORP NEW245.7K shares13.65%2025-12-312026-02-17history
FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC161.0K shares0.00%2025-12-312026-02-17history
CPRT COPART INC776.3K shares0.00%2025-12-312026-02-17history
Sponsored
LOW LOWES COS INC21.3K shares-48.54%2025-12-312026-02-17history
LBRDK LIBERTY BROADBAND CORP24.6K shares0.00%2025-12-312026-02-17history
GCI LIBERTY INC GCI LIBERTY INC6.8K shares38.39%2025-12-312026-02-17history
UUUU ENERGY FUELS INC6.8K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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