Lionstone Capital Management as of June 30, 2019
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 19 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advance Auto Parts (AAP) | 11.7 | $26M | 171k | 154.14 | |
| Aramark Hldgs (ARMK) | 10.9 | $25M | 678k | 36.06 | |
| Liberty Media Corp Delaware Com C Braves Grp | 9.1 | $21M | 735k | 27.97 | |
| Lowe's Companies (LOW) | 9.1 | $21M | 203k | 100.91 | |
| Apple (AAPL) | 8.5 | $19M | 96k | 197.92 | |
| Black Knight | 7.9 | $18M | 294k | 60.15 | |
| Firstservice Corp (FSV) | 7.8 | $18M | 182k | 96.22 | |
| Ss&c Technologies Holding (SSNC) | 6.0 | $14M | 234k | 57.61 | |
| Cintas Corporation (CTAS) | 4.6 | $10M | 44k | 237.30 | |
| United Technologies Corporation | 4.3 | $9.6M | 74k | 130.20 | |
| Sherwin-Williams Company (SHW) | 4.1 | $9.3M | 20k | 458.31 | |
| Six Flags Entertainment (SIX) | 4.1 | $9.2M | 185k | 49.68 | |
| Seaworld Entertainment (PRKS) | 3.8 | $8.5M | 274k | 31.00 | |
| Iaa | 2.7 | $6.0M | 156k | 38.78 | |
| Siteone Landscape Supply (SITE) | 2.1 | $4.8M | 70k | 69.30 | |
| KAR Auction Services (KAR) | 1.7 | $3.9M | 156k | 25.00 | |
| Gci Liberty Incorporated | 1.2 | $2.6M | 42k | 61.45 | |
| Sp Plus (SP) | 0.4 | $916k | 29k | 31.92 | |
| Hornbeck Offshore Services | 0.1 | $225k | 180k | 1.25 |
