Lionstone Capital Management as of March 31, 2020
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ss&c Technologies Holding (SSNC) | 9.9 | $15M | 351k | 43.82 | |
| Firstservice Corp (FSV) | 9.8 | $15M | 196k | 77.11 | |
| Alphabet Inc Class C cs (GOOG) | 8.2 | $13M | 11k | 1162.82 | |
| Madison Square Garden Cl A (MSGS) | 7.4 | $12M | 55k | 211.41 | |
| Liberty Media Corp Delaware Com C Braves Grp | 7.3 | $11M | 599k | 19.06 | |
| Black Knight | 7.0 | $11M | 188k | 58.06 | |
| Seaworld Entertainment (PRKS) | 6.6 | $10M | 927k | 11.02 | |
| Lowe's Companies (LOW) | 6.3 | $9.7M | 113k | 86.05 | |
| Aramark Hldgs (ARMK) | 6.1 | $9.5M | 474k | 19.97 | |
| Iaa | 6.0 | $9.3M | 309k | 29.96 | |
| Servicemaster Global | 5.8 | $9.0M | 332k | 27.00 | |
| IAC/InterActive | 5.6 | $8.7M | 49k | 179.24 | |
| Advance Auto Parts (AAP) | 4.8 | $7.5M | 80k | 93.32 | |
| O'reilly Automotive (ORLY) | 4.1 | $6.3M | 21k | 301.03 | |
| Cannae Holdings (CNNE) | 3.6 | $5.6M | 167k | 33.49 | |
| Gci Liberty Incorporated | 1.6 | $2.4M | 42k | 56.97 |
