Lionstone Capital Management as of Dec. 31, 2014
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 14 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MDC PARTNERS INC CL A SUB Vtg | 13.2 | $27M | 1.2M | 22.72 | |
| Firstservice Cad Sub Vtg | 10.9 | $22M | 437k | 51.03 | |
| Sp Plus (SP) | 9.9 | $20M | 802k | 25.23 | |
| Aramark Hldgs (ARMK) | 8.8 | $18M | 575k | 31.15 | |
| Apple (AAPL) | 8.7 | $18M | 162k | 110.38 | |
| Lowe's Companies (LOW) | 8.6 | $18M | 256k | 68.80 | |
| Fnf (FNF) | 8.3 | $17M | 492k | 34.45 | |
| Hornbeck Offshore Services | 7.7 | $16M | 628k | 24.97 | |
| Wyndham Worldwide Corporation | 7.0 | $14M | 166k | 85.76 | |
| Liberty Media | 5.6 | $11M | 386k | 29.42 | |
| WABCO Holdings | 5.1 | $10M | 99k | 104.78 | |
| Colfax Corporation | 3.7 | $7.6M | 148k | 51.57 | |
| Libertyinteractivecorp lbtventcoma | 1.3 | $2.7M | 71k | 37.72 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.3 | $2.6M | 164k | 15.74 |
