Lionstone Capital Management as of March 31, 2015
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 14 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mdc Partners Cl A Sub Vtg | 15.8 | $34M | 1.2M | 28.35 | |
| Firstservice Corp Sub Vtg Sh | 13.2 | $28M | 437k | 64.72 | |
| Aramark Hldgs (ARMK) | 8.5 | $18M | 575k | 31.63 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.5 | $18M | 492k | 36.76 | |
| Fidelity National Financial Fnfv Group Com | 8.4 | $18M | 1.3M | 14.10 | |
| Sp Plus | 8.2 | $18M | 802k | 21.85 | |
| Hornbeck Offshore Services | 6.5 | $14M | 738k | 18.81 | |
| WABCO Holdings | 5.7 | $12M | 99k | 122.88 | |
| Lowe's Companies (LOW) | 5.6 | $12M | 162k | 74.39 | |
| Apple (AAPL) | 5.6 | $12M | 96k | 124.43 | |
| Wyndham Worldwide Corporation | 5.5 | $12M | 130k | 90.47 | |
| Liberty Interactive Corp Int Com Ser A | 3.9 | $8.4M | 287k | 29.19 | |
| Colfax Corporation | 3.3 | $7.1M | 148k | 47.73 | |
| Liberty Interactive Corp Lbt Vent Com A | 1.4 | $3.0M | 71k | 42.00 |
