Lionstone Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$432.6M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APGAPI GROUP CORP | 2,476,270 | $94.7M | 21.90% | |
| 2 | GOOGALPHABET INC | 233,545 | $73.3M | 16.94% | |
| 3 | AMZNAMAZON COM INC | 279,740 | $64.6M | 14.92% | |
| 4 | QXOQXO INC | 2,332,662 | $45.0M | 10.40% | |
| 5 | SPGIS&P GLOBAL INC | 84,000 | $43.9M | 10.15% | |
| 6 | FSVFIRSTSERVICE CORP NEW | 245,720 | $38.2M | 8.83% | |
| 7 | FERGFERGUSON ENTERPRISES INC | 161,048 | $35.9M | 8.29% | |
| 8 | CPRTCOPART INC | 776,300 | $30.4M | 7.02% | |
| 9 | LOWLOWES COS INC | 21,330 | $5.1M | 1.19% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 24,605 | $1.2M | 0.28% | |
| 11 | GLIBKGCI LIBERTY INC | 6,810 | $253K | 0.06% | |
| 12 | EFRENERGY FUELS INC | 6,760 | $98K | 0.02% |