Lionstone Capital Management LLC
Top Portfolio Positions
9 positions ·
$344,527,230 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APG |
APi Group Corp
Industrials
|
2,476,270 | $100,338,460 | 29.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
279,740 | $58,261,449 | 16.91% | |
| QXO |
QXO, Inc.
Industrials
|
2,332,662 | $45,300,296 | 13.15% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
161,048 | $37,566,056 | 10.90% | |
| FSV |
FirstService Corp
Real Estate
|
261,955 | $36,396,027 | 10.56% | |
| SPGI |
S&P Global Inc.
Financial Services
|
84,000 | $35,728,560 | 10.37% | |
| CPRT |
Copart Inc
Industrials
|
776,300 | $25,773,160 | 7.48% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
21,330 | $5,039,852 | 1.46% | |
| UUUU |
Energy Fuels Inc
Energy
|
6,760 | $123,370 | 0.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,300,296 | 2,332,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,997,049 | 2,332,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,430,300 | 2,121,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,690,906 | 2,121,212 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||