Lionstone Capital Management as of March 31, 2018
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cintas Corporation (CTAS) | 12.0 | $26M | 155k | 170.58 | |
| Firstservice Corp New Sub Vtg | 11.0 | $24M | 332k | 73.28 | |
| Aramark Hldgs (ARMK) | 10.2 | $23M | 572k | 39.56 | |
| Advance Auto Parts (AAP) | 9.9 | $22M | 185k | 118.55 | |
| Cannae Holdings (CNNE) | 9.2 | $20M | 1.1M | 18.86 | |
| Apple (AAPL) | 7.3 | $16M | 96k | 167.78 | |
| Six Flags Entertainment (SIX) | 6.8 | $15M | 241k | 62.26 | |
| Sp Plus (SP) | 6.8 | $15M | 418k | 35.60 | |
| Lowe's Companies (LOW) | 6.4 | $14M | 162k | 87.75 | |
| Fnf (FNF) | 5.6 | $12M | 309k | 40.02 | |
| Siteone Landscape Supply (SITE) | 4.6 | $10M | 131k | 77.04 | |
| Black Knight | 4.3 | $9.5M | 203k | 47.10 | |
| Liberty Media Corp Delaware Com C Braves Grp | 4.3 | $9.5M | 414k | 22.82 | |
| Gci Liberty Incorporated | 1.0 | $2.2M | 42k | 52.87 | |
| Hornbeck Offshore Services | 0.5 | $1.1M | 380k | 2.91 |
