Lionstone Capital Management as of June 30, 2025
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 21.4 | $89M | 1.7M | 51.05 | |
| Amazon (AMZN) | 16.4 | $68M | 312k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.1 | $46M | 261k | 177.39 | |
| Qxo Com New (QXO) | 11.0 | $46M | 2.1M | 21.54 | |
| S&p Global (SPGI) | 10.6 | $44M | 84k | 527.29 | |
| Copart (CPRT) | 9.1 | $38M | 776k | 49.07 | |
| Firstservice Corp (FSV) | 9.1 | $38M | 216k | 174.62 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.4 | $35M | 161k | 217.75 | |
| Lowe's Companies (LOW) | 2.2 | $9.2M | 42k | 221.87 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.6 | $2.4M | 25k | 98.38 | |
| Energy Fuels Com New (UUUU) | 0.0 | $39k | 6.8k | 5.75 |
