Lionstone Capital Management as of March 31, 2023
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 18.6 | $55M | 2.4M | 22.48 | |
| Copart (CPRT) | 13.8 | $41M | 538k | 75.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.1 | $36M | 343k | 104.00 | |
| Amazon (AMZN) | 11.8 | $35M | 335k | 103.29 | |
| Firstservice Corp (FSV) | 10.4 | $31M | 216k | 140.99 | |
| S&p Global (SPGI) | 9.9 | $29M | 84k | 344.77 | |
| Dollar General (DG) | 8.8 | $26M | 122k | 210.46 | |
| Ferguson SHS | 7.3 | $22M | 161k | 133.75 | |
| Lowe's Companies (LOW) | 3.8 | $11M | 56k | 199.97 | |
| Seaworld Entertainment (PRKS) | 2.9 | $8.5M | 138k | 61.31 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.7 | $2.0M | 25k | 81.70 |
