Lionstone Capital Management as of Dec. 31, 2022
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 16.3 | $46M | 2.4M | 18.81 | |
| Copart (CPRT) | 11.7 | $33M | 538k | 60.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.9 | $30M | 343k | 88.73 | |
| Dollar General (DG) | 10.8 | $30M | 122k | 246.25 | |
| S&p Global (SPGI) | 10.1 | $28M | 84k | 334.94 | |
| Amazon (AMZN) | 10.0 | $28M | 335k | 84.00 | |
| Firstservice Corp (FSV) | 9.5 | $27M | 216k | 122.55 | |
| Ferguson SHS (FERG) | 7.3 | $20M | 161k | 126.97 | |
| Black Knight | 6.2 | $17M | 280k | 61.75 | |
| Lowe's Companies (LOW) | 4.0 | $11M | 56k | 199.24 | |
| Seaworld Entertainment (PRKS) | 2.6 | $7.4M | 138k | 53.51 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.7 | $1.9M | 25k | 76.27 |
