Lionstone Capital Management as of Dec. 31, 2013
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MDC PARTNERS INC CL A SUB Vtg | 12.5 | $26M | 1.0M | 25.51 | |
| Hornbeck Offshore Services | 10.8 | $22M | 456k | 49.23 | |
| Firstservice Cad Sub Vtg | 9.1 | $19M | 437k | 43.07 | |
| Fidelity National Financial | 8.7 | $18M | 554k | 32.45 | |
| Apple (AAPL) | 7.7 | $16M | 28k | 561.03 | |
| Wyndham Worldwide Corporation | 7.5 | $16M | 210k | 73.69 | |
| Sp Plus (SP) | 6.6 | $14M | 528k | 26.04 | |
| Liberty Media | 6.5 | $14M | 459k | 29.35 | |
| Lowe's Companies (LOW) | 6.1 | $13M | 256k | 49.55 | |
| General Motors Company (GM) | 4.6 | $9.4M | 231k | 40.87 | |
| Colfax Corporation | 4.5 | $9.4M | 148k | 63.69 | |
| WABCO Holdings | 4.5 | $9.3M | 99k | 93.41 | |
| Dollar General (DG) | 4.2 | $8.7M | 144k | 60.32 | |
| Via | 3.2 | $6.6M | 75k | 87.34 | |
| Charter Communications | 3.0 | $6.2M | 45k | 136.75 | |
| Libertyinteractivecorp lbtventcoma | 0.5 | $971k | 7.9k | 122.57 |
