Lionstone Capital Management as of Dec. 31, 2019
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seaworld Entertainment (PRKS) | 11.6 | $24M | 767k | 31.71 | |
| Advance Auto Parts (AAP) | 10.7 | $22M | 139k | 160.16 | |
| Liberty Media Corp Delaware Com C Braves Grp | 10.4 | $22M | 735k | 29.54 | |
| Lowe's Companies (LOW) | 9.0 | $19M | 158k | 119.76 | |
| Apple (AAPL) | 8.5 | $18M | 61k | 293.64 | |
| Ss&c Technologies Holding (SSNC) | 8.3 | $18M | 285k | 61.40 | |
| Aramark Hldgs (ARMK) | 8.2 | $17M | 397k | 43.40 | |
| Firstservice Corp (FSV) | 7.0 | $15M | 157k | 93.10 | |
| Black Knight | 6.5 | $14M | 211k | 64.48 | |
| United Technologies Corporation | 5.3 | $11M | 74k | 149.76 | |
| Sherwin-Williams Company (SHW) | 4.4 | $9.2M | 16k | 583.51 | |
| Iaa | 3.5 | $7.3M | 156k | 47.06 | |
| Servicemaster Global | 3.5 | $7.3M | 188k | 38.66 | |
| Siteone Landscape Supply (SITE) | 1.8 | $3.7M | 41k | 90.66 | |
| Gci Liberty Incorporated | 1.4 | $3.0M | 42k | 70.86 |
