Lionstone Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$416.4M
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APGAPI GROUP CORP | 1,744,500 | $89.1M | 21.39% | |
| 2 | AMZNAMAZON COM INC | 312,000 | $68.4M | 16.44% | |
| 3 | GOOGALPHABET INC | 261,120 | $46.3M | 11.12% | |
| 4 | QXOQXO INC | 2,121,212 | $45.7M | 10.97% | |
| 5 | SPGIS&P GLOBAL INC | 84,000 | $44.3M | 10.64% | |
| 6 | CPRTCOPART INC | 776,300 | $38.1M | 9.15% | |
| 7 | FSVFIRSTSERVICE CORP NEW | 216,200 | $37.8M | 9.07% | |
| 8 | FERGFERGUSON ENTERPRISES INC | 161,048 | $35.1M | 8.42% | |
| 9 | LOWLOWES COS INC | 41,450 | $9.2M | 2.21% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 24,605 | $2.4M | 0.58% | |
| 11 | EFRENERGY FUELS INC | 6,760 | $38K | 0.01% |