Lionstone Capital Management as of March 31, 2025
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 20.7 | $75M | 2.1M | 35.76 | |
| Amazon (AMZN) | 17.6 | $64M | 335k | 190.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.8 | $54M | 343k | 156.23 | |
| Copart (CPRT) | 12.1 | $44M | 776k | 56.59 | |
| S&p Global (SPGI) | 11.8 | $43M | 84k | 508.10 | |
| Firstservice Corp (FSV) | 9.9 | $36M | 216k | 165.95 | |
| Ferguson Enterprises Common Stock New (FERG) | 7.1 | $26M | 161k | 160.23 | |
| Lowe's Companies (LOW) | 3.6 | $13M | 56k | 233.23 | |
| Seaworld Entertainment (PRKS) | 1.7 | $6.3M | 138k | 45.46 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.6 | $2.1M | 25k | 85.05 | |
| Energy Fuels Com New (UUUU) | 0.0 | $25k | 6.8k | 3.73 |
