Lionstone Capital Management LLC

CIK 1575662 · View on SEC EDGAR ↗

Portfolio value
$435.0M
#4,152 of 9,443 by 13F value · top 44.0%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +5.3% 13F does not disclose cash

Top 10 holdings weight
99.98%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
6.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.19% Est. buys $8,022,844 · sells $5,039,852

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held

New positions
0
Increased
2
Decreased
0
Closed
1
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Performance vs S&P 500

Tracked Q3 2025–Q2 2026
+4.2%
S&P 500 total return (same window)
+13.0%
Excess return
-8.7%

Annualized: +5.7% · S&P 500: +17.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
48.1%
Communication Services
19.2%
Retail
15.3%
Real Estate
9.5%
Financial Services
7.9%
Telecommunication
0.0%

Full portfolio 11 positions

Type Streak 8Q trend
APG APi Group Corporation Common Stock $104,870,035 24.11% 2,476,270 $4,531,575
GOOG Alphabet Inc. - Class C Capital Stock $82,518,455 18.97% 233,545 $15,523,736
AMZN Amazon.com, Inc. - Common Stock $66,673,232 15.33% 279,740 $8,411,782
QXO QXO, Inc. Common Stock $44,215,027 10.16% 2,558,740 $-1,085,269 Up ×1
FSV FirstService Corporation - Common Shares $41,342,641 9.50% 290,920 $4,946,613 Up ×3
FERG Ferguson Enterprises Inc. Common Stock $38,221,522 8.79% 161,048 $655,466
SPGI S&P Global Inc. Common Stock $34,209,840 7.86% 84,000 $-1,518,720
CPRT Copart, Inc. - Common Stock $21,883,897 5.03% 776,300 $-3,889,263
LBRDK Liberty Broadband Corporation - Class C Common Stock $818,362 0.19% 24,605 $-419,270
GLIBK GCI Liberty, Inc. - Series C GCI Group Common Stock $146,824 0.03% 6,810 $-106,576
UUUU $98,020 0.02% 6,760 $-25,350

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
FSV $41,342,641 9.50% up ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOG Price move only +0 +$15.5M
AMZN Price move only +0 +$8.4M
FSV Bought more +29K +$4.9M
APG Price move only +0 +$4.5M
CPRT Price move only +0 -$3.9M
SPGI Price move only +0 -$1.5M
QXO Bought more +226K -$1.1M
FERG Price move only +0 +$655K
LBRDK Price move only +0 -$419K
GLIBK Price move only +0 -$107K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PRKS June 30, 2025 138,400 $6,291,664 -3.6%
LOW June 30, 2026 21,330 $5,039,852 -1.3%