Lionstone Capital Management as of Dec. 31, 2018
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advance Auto Parts (AAP) | 14.1 | $29M | 185k | 157.46 | |
| Aramark Hldgs (ARMK) | 9.5 | $20M | 678k | 28.97 | |
| Cintas Corporation (CTAS) | 9.3 | $19M | 114k | 167.99 | |
| Liberty Media Corp Delaware Com C Braves Grp | 8.9 | $18M | 735k | 24.89 | |
| Lowe's Companies (LOW) | 8.5 | $18M | 190k | 92.36 | |
| Firstservice Corp New Sub Vtg | 8.3 | $17M | 248k | 68.63 | |
| Apple (AAPL) | 7.4 | $15M | 96k | 157.75 | |
| Black Knight | 7.3 | $15M | 336k | 45.06 | |
| Sherwin-Williams Company (SHW) | 6.7 | $14M | 35k | 393.46 | |
| Sp Plus | 5.4 | $11M | 376k | 29.54 | |
| Six Flags Entertainment (SIX) | 4.9 | $10M | 183k | 55.63 | |
| Fnf (FNF) | 3.6 | $7.5M | 239k | 31.44 | |
| Cannae Holdings (CNNE) | 3.1 | $6.5M | 379k | 17.12 | |
| Siteone Landscape Supply (SITE) | 1.9 | $3.9M | 70k | 55.26 | |
| Gci Liberty Incorporated | 0.8 | $1.7M | 42k | 41.16 | |
| Hornbeck Offshore Services | 0.1 | $259k | 180k | 1.44 |
