Lionstone Capital Management LLC: 13F holdings
CIK 15756622026Q2
| Positions | 11 |
|---|---|
| Reported value | $435.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| APG API GROUP CORP | 2,476,270 | $104.9m | 24.1% |
| GOOG ALPHABET INC | 233,545 | $82.5m | 19.0% |
| AMZN AMAZON COM INC | 279,740 | $66.7m | 15.3% |
| QXO QXO INC | 2,558,740 | $44.2m | 10.2% |
| FSV FIRSTSERVICE CORP NEW | 290,920 | $41.3m | 9.5% |
| FERG FERGUSON ENTERPRISES INC | 161,048 | $38.2m | 8.8% |
| SPGI S&P GLOBAL INC | 84,000 | $34.2m | 7.9% |
| CPRT COPART INC | 776,300 | $21.9m | 5.0% |
| LIBERTY BROADBAND CORP | 24,605 | $818,362 | 0.2% |
| LIBERTY CAP CORP | 6,810 | $146,824 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1575662")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.