LIONSTONE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APG | 2.48M | $94.74M |
 | QXO | 2.33M | $45.00M |
 | CPRT | 776K | $30.39M |
 | AMZN | 280K | $64.57M |
 | FSV | 246K | $38.22M |
 | GOOG | 234K | $73.29M |
 | FERG | 161K | $35.85M |
 | SPGI | 84K | $43.90M |
 | LBRDK | 25K | $1.20M |
 | LOW | 21K | $5.14M |
 | GLIBK | 7K | $253.40K |
APi Group Corporation
APG
Shares Held
2.48M
Value
$94.74M
QXO, Inc.
QXO
Shares Held
2.33M
Value
$45.00M
Copart, Inc.
CPRT
Shares Held
776K
Value
$30.39M
Amazon.com, Inc.
AMZN
Shares Held
280K
Value
$64.57M
FirstService Corporation
FSV
Shares Held
246K
Value
$38.22M
Alphabet Inc.
GOOG
Shares Held
234K
Value
$73.29M
Ferguson plc
FERG
Shares Held
161K
Value
$35.85M
S&P Global Inc.
SPGI
Shares Held
84K
Value
$43.90M
Liberty Broadband Corporation
LBRDK
Shares Held
25K
Value
$1.20M
Lowe's Companies, Inc.
LOW
Shares Held
21K
Value
$5.14M
GCI Liberty, Inc.
GLIBK
Shares Held
7K
Value
$253.40K