Lionstone Capital Management

Lionstone Capital Management as of Sept. 30, 2017

Portfolio Holdings for Lionstone Capital Management

Lionstone Capital Management holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 11.6 $25M 1.4M 17.15
Firstservice Corp New Sub Vtg 11.3 $24M 366k 65.71
Sp Plus (SP) 11.0 $23M 593k 39.50
Fnf (FNF) 11.0 $23M 492k 47.46
Cintas Corporation (CTAS) 10.5 $22M 155k 144.28
Aramark Hldgs (ARMK) 9.5 $20M 496k 40.61
Advance Auto Parts (AAP) 7.2 $15M 154k 99.20
Apple (AAPL) 7.0 $15M 96k 154.12
Six Flags Entertainment (SIX) 6.9 $15M 241k 60.94
Lowe's Companies (LOW) 6.1 $13M 162k 79.94
Siteone Landscape Supply (SITE) 5.3 $11M 192k 58.10
Hornbeck Offshore Services 1.4 $3.0M 738k 4.04
Liberty Ventures - Ser A 1.1 $2.4M 42k 57.56