Lionstone Capital Management as of March 31, 2026
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 24.3 | $100M | 2.5M | 40.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 16.2 | $67M | 234k | 286.86 | |
| Amazon (AMZN) | 14.1 | $58M | 280k | 208.27 | |
| Qxo Com New (QXO) | 11.0 | $45M | 2.3M | 19.42 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.1 | $38M | 161k | 233.26 | |
| Firstservice Corp (FSV) | 8.8 | $36M | 262k | 138.94 | |
| S&p Global (SPGI) | 8.7 | $36M | 84k | 425.34 | |
| Copart (CPRT) | 6.2 | $26M | 776k | 33.20 | |
| Lowe's Companies (LOW) | 1.2 | $5.0M | 21k | 236.28 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $1.2M | 25k | 50.30 | |
| Gci Liberty Com Ser C (GLIBK) | 0.1 | $253k | 6.8k | 37.21 | |
| Energy Fuels Com New (UUUU) | 0.0 | $123k | 6.8k | 18.25 |
