Lionstone Capital Management LLC
Lionstone Capital Management LLC reported 11 holdings worth US$435M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lionstone Capital Management LLC reported 11 holdings worth US$435M as of Jun 30, 2026. Largest: Api Group Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$435M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Api Group Corporation | 2.48M | US$105M | 24.1% |
| Alphabet Inc (google) Class C | 231K | US$82.5M | 19.0% |
| Amazon.com, Inc. | 280K | US$66.7M | 15.3% |
| Qxo, Inc. | 2.56M | US$44.2M | 10.2% |
| Firstservice Corp | 291K | US$41.3M | 9.5% |
| Ferguson Enterprises Inc. | 161K | US$38.2M | 8.8% |
| S&p Global Inc. | 84,000 | US$34.2M | 7.9% |
| Copart, Inc. | 776K | US$21.9M | 5.0% |
| Liberty Broadband Corporation | 24,605 | US$818K | 0.19% |
| Gci Liberty, Inc. - Series A Gci Group | 6,810 | US$147K | 0.03% |
| Energy Fuels Inc. | 6,760 | US$98,020 | 0.02% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |