Lionstone Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$390.7M
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APGAPI GROUP CORP | 2,089,800 | $75.2M | 19.24% | |
| 2 | AMZNAMAZON COM INC | 334,500 | $73.4M | 18.78% | |
| 3 | GOOGALPHABET INC | 342,530 | $65.2M | 16.69% | |
| 4 | CPRTCOPART INC | 776,300 | $44.6M | 11.40% | |
| 5 | SPGIS&P GLOBAL INC | 84,000 | $41.8M | 10.71% | |
| 6 | FSVFIRSTSERVICE CORP NEW | 216,200 | $39.1M | 10.02% | |
| 7 | FERGFERGUSON ENTERPRISES INC | 161,048 | $28.0M | 7.15% | |
| 8 | LOWLOWES COS INC | 55,950 | $13.8M | 3.53% | |
| 9 | PRKSUNITED PARKS & RESORTS INC | 138,400 | $7.8M | 1.99% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 24,605 | $1.8M | 0.47% | |
| 11 | EFRENERGY FUELS INC | 6,760 | $34K | 0.01% |