Lionstone Capital Management as of Dec. 31, 2017
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 14 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cannae Holdings (CNNE) | 11.5 | $24M | 1.4M | 17.03 | |
| Cintas Corporation (CTAS) | 11.4 | $24M | 155k | 155.83 | |
| Firstservice Corp New Sub Vtg | 11.0 | $23M | 332k | 69.95 | |
| Aramark Hldgs (ARMK) | 10.0 | $21M | 496k | 42.74 | |
| Advance Auto Parts (AAP) | 8.7 | $19M | 185k | 99.69 | |
| Sp Plus | 8.1 | $17M | 462k | 37.10 | |
| Apple (AAPL) | 7.7 | $16M | 96k | 169.23 | |
| Six Flags Entertainment (SIX) | 7.6 | $16M | 241k | 66.57 | |
| Lowe's Companies (LOW) | 7.1 | $15M | 162k | 92.94 | |
| Fnf (FNF) | 6.8 | $15M | 368k | 39.24 | |
| Siteone Landscape Supply (SITE) | 5.6 | $12M | 155k | 76.70 | |
| Black Knight | 3.1 | $6.7M | 151k | 44.15 | |
| Liberty Ventures - Ser A | 1.1 | $2.3M | 42k | 54.24 | |
| Hornbeck Offshore Services | 0.3 | $622k | 200k | 3.11 |
