Lionstone Capital Management as of June 30, 2013
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 15 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hornbeck Offshore Services | 14.0 | $23M | 426k | 53.50 | |
| Charter Communications | 10.3 | $17M | 134k | 123.85 | |
| Lowe's Companies (LOW) | 8.3 | $14M | 330k | 40.90 | |
| Fidelity National Financial | 8.1 | $13M | 554k | 23.81 | |
| Wyndham Worldwide Corporation | 7.4 | $12M | 210k | 57.23 | |
| Via | 7.1 | $11M | 168k | 68.03 | |
| Apple (AAPL) | 6.9 | $11M | 28k | 396.52 | |
| Dollar General (DG) | 6.8 | $11M | 218k | 50.43 | |
| Liberty Media | 6.5 | $11M | 459k | 23.01 | |
| Huntington Ingalls Inds (HII) | 6.4 | $10M | 184k | 56.48 | |
| 6.0 | $9.7M | 11k | 880.33 | ||
| Colfax Corporation | 4.8 | $7.7M | 148k | 52.11 | |
| General Motors Company (GM) | 4.8 | $7.7M | 231k | 33.31 | |
| WABCO Holdings | 2.3 | $3.7M | 49k | 74.69 | |
| Libertyinteractivecorp lbtventcoma | 0.4 | $673k | 7.9k | 84.95 |
