Lionstone Capital Management as of Sept. 30, 2025
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 21.0 | $90M | 2.6M | 34.37 | |
| Amazon (AMZN) | 16.0 | $69M | 312k | 219.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.9 | $64M | 261k | 243.55 | |
| Firstservice Corp (FSV) | 9.6 | $41M | 216k | 190.49 | |
| S&p Global (SPGI) | 9.6 | $41M | 84k | 486.71 | |
| Qxo Com New (QXO) | 9.4 | $40M | 2.1M | 19.06 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.5 | $36M | 161k | 224.58 | |
| Copart (CPRT) | 8.2 | $35M | 776k | 44.97 | |
| Lowe's Companies (LOW) | 2.4 | $10M | 42k | 251.31 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $1.6M | 25k | 63.54 | |
| Gci Liberty Com Ser C (GLIBK) | 0.0 | $183k | 4.9k | 37.27 | |
| Energy Fuels Com New (UUUU) | 0.0 | $104k | 6.8k | 15.35 |
