Lionstone Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$361.6M
Holdings
11
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APGAPI GROUP CORP | 2,089,800 | $74.7M | 20.66% | |
| 2 | AMZNAMAZON COM INC | 334,500 | $63.6M | 17.60% | |
| 3 | GOOGALPHABET INC | 342,530 | $53.5M | 14.80% | |
| 4 | CPRTCOPART INC | 776,300 | $43.9M | 12.15% | |
| 5 | SPGIS&P GLOBAL INC | 84,000 | $42.7M | 11.80% | |
| 6 | FSVFIRSTSERVICE CORP NEW | 216,200 | $35.9M | 9.92% | |
| 7 | FERGFERGUSON ENTERPRISES INC | 161,048 | $25.8M | 7.14% | |
| 8 | LOWLOWES COS INC | 55,950 | $13.0M | 3.61% | |
| 9 | PRKSUNITED PARKS & RESORTS INC | 138,400 | $6.3M | 1.74% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 24,605 | $2.1M | 0.58% | |
| 11 | EFRENERGY FUELS INC | 6,760 | $25K | 0.01% |