Lionstone Capital Management as of March 31, 2013
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hornbeck Offshore Services | 12.7 | $20M | 426k | 46.46 | |
| Charter Communications | 9.0 | $14M | 134k | 104.18 | |
| Apple (AAPL) | 8.1 | $13M | 28k | 442.66 | |
| Lowe's Companies (LOW) | 8.0 | $13M | 330k | 37.92 | |
| Fidelity National Financial | 7.9 | $12M | 489k | 25.23 | |
| Dollar General (DG) | 7.1 | $11M | 218k | 50.58 | |
| Wyndham Worldwide Corporation | 6.8 | $11M | 165k | 64.48 | |
| Via | 6.7 | $10M | 168k | 61.48 | |
| Liberty Media | 6.3 | $9.8M | 459k | 21.37 | |
| Huntington Ingalls Inds (HII) | 6.3 | $9.8M | 184k | 53.33 | |
| 5.6 | $8.8M | 11k | 794.20 | ||
| Colfax Corporation | 4.4 | $6.9M | 148k | 46.54 | |
| General Motors Company (GM) | 4.1 | $6.4M | 231k | 27.82 | |
| News Corporation | 3.9 | $6.0M | 198k | 30.51 | |
| Aon | 2.6 | $4.0M | 65k | 61.50 | |
| Libertyinteractivecorp lbtventcoma | 0.4 | $599k | 7.9k | 75.61 |
