Lionstone Capital Management as of June 30, 2018
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advance Auto Parts (AAP) | 10.7 | $25M | 185k | 135.70 | |
| Cintas Corporation (CTAS) | 10.0 | $24M | 127k | 185.07 | |
| Aramark Hldgs (ARMK) | 10.0 | $24M | 636k | 37.10 | |
| Firstservice Corp New Sub Vtg | 9.1 | $21M | 281k | 76.06 | |
| Liberty Media Corp Delaware Com C Braves Grp | 8.1 | $19M | 735k | 25.86 | |
| Lowe's Companies (LOW) | 7.7 | $18M | 190k | 95.57 | |
| Apple (AAPL) | 7.6 | $18M | 96k | 185.11 | |
| Six Flags Entertainment (SIX) | 7.2 | $17M | 241k | 70.05 | |
| Sherwin-Williams Company (SHW) | 5.6 | $13M | 32k | 407.58 | |
| Sp Plus | 5.3 | $13M | 337k | 37.20 | |
| Fnf (FNF) | 4.9 | $12M | 309k | 37.62 | |
| Black Knight | 4.6 | $11M | 203k | 53.55 | |
| Cannae Holdings (CNNE) | 4.0 | $9.5M | 510k | 18.55 | |
| Siteone Landscape Supply (SITE) | 3.6 | $8.5M | 101k | 83.97 | |
| Gci Liberty Incorporated | 0.8 | $1.9M | 42k | 45.07 | |
| Hornbeck Offshore Services | 0.6 | $1.5M | 380k | 3.96 |
