Lionstone Capital Management as of March 31, 2014
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MDC PARTNERS INC CL A SUB Vtg | 11.4 | $23M | 1.0M | 22.82 | |
| Hornbeck Offshore Services | 10.9 | $22M | 532k | 41.81 | |
| Firstservice Cad Sub Vtg | 10.2 | $21M | 437k | 47.49 | |
| Fidelity National Financial | 8.6 | $17M | 554k | 31.44 | |
| Wyndham Worldwide Corporation | 7.5 | $15M | 210k | 73.23 | |
| Apple (AAPL) | 7.5 | $15M | 28k | 536.75 | |
| Sp Plus | 6.8 | $14M | 528k | 26.27 | |
| Liberty Media | 6.5 | $13M | 459k | 28.87 | |
| Lowe's Companies (LOW) | 6.1 | $13M | 256k | 48.90 | |
| Colfax Corporation | 5.2 | $11M | 148k | 71.33 | |
| WABCO Holdings | 5.1 | $11M | 99k | 105.56 | |
| Dollar General (DG) | 3.9 | $8.0M | 144k | 55.48 | |
| General Motors Company (GM) | 3.9 | $8.0M | 231k | 34.42 | |
| Via | 3.1 | $6.4M | 75k | 84.99 | |
| Charter Communications | 2.7 | $5.5M | 45k | 123.21 | |
| Libertyinteractivecorp lbtventcoma | 0.5 | $1.0M | 7.9k | 130.27 |
