Universe · entity
Lionstone Capital Management LLC
Institutional manager (13F) · CIK 1575662
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $413M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | API GROUP CORP | $100M | 2,476,270 |
| 2 | ALPHABET INC | $67M | 233,545 |
| 3 | AMAZON COM INC | $58M | 279,740 |
| 4 | QXO INC | $45M | 2,332,662 |
| 5 | FERGUSON ENTERPRISES INC | $38M | 161,048 |
| 6 | FIRSTSERVICE CORP NEW | $36M | 261,955 |
| 7 | S&P GLOBAL INC | $36M | 84,000 |
| 8 | COPART INC | $26M | 776,300 |
| 9 | LOWES COS INC | $5M | 21,330 |
| 10 | LIBERTY BROADBAND CORP | $1M | 24,605 |
| 11 | GCI LIBERTY INC | $253k | 6,810 |
| 12 | ENERGY FUELS INC | $123k | 6,760 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.