Lionstone Capital Management as of Sept. 30, 2017
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 11.6 | $25M | 1.4M | 17.15 | |
| Firstservice Corp New Sub Vtg | 11.3 | $24M | 366k | 65.71 | |
| Sp Plus | 11.0 | $23M | 593k | 39.50 | |
| Fnf (FNF) | 11.0 | $23M | 492k | 47.46 | |
| Cintas Corporation (CTAS) | 10.5 | $22M | 155k | 144.28 | |
| Aramark Hldgs (ARMK) | 9.5 | $20M | 496k | 40.61 | |
| Advance Auto Parts (AAP) | 7.2 | $15M | 154k | 99.20 | |
| Apple (AAPL) | 7.0 | $15M | 96k | 154.12 | |
| Six Flags Entertainment (SIX) | 6.9 | $15M | 241k | 60.94 | |
| Lowe's Companies (LOW) | 6.1 | $13M | 162k | 79.94 | |
| Siteone Landscape Supply (SITE) | 5.3 | $11M | 192k | 58.10 | |
| Hornbeck Offshore Services | 1.4 | $3.0M | 738k | 4.04 | |
| Liberty Ventures - Ser A | 1.1 | $2.4M | 42k | 57.56 |
