Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lionstone Capital Management LLC (CIK 1575662) reported $413.0M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APG ($100.3M, 24.29%), GOOG ($67.0M, 16.22%), AMZN ($58.3M, 14.11%), QXO ($45.3M, 10.97%), FERG ($37.6M, 9.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APG | API GROUP CORP | $100.3M | 24.29% | 2.5M | Hold |
| 2 | GOOG | ALPHABET INC | $67.0M | 16.22% | 233,545 | Hold |
| 3 | AMZN | AMAZON COM INC | $58.3M | 14.11% | 279,740 | Hold |
| 4 | QXO | QXO INC | $45.3M | 10.97% | 2.3M | Hold |
| 5 | FERG | FERGUSON ENTERPRISES INC | $37.6M | 9.10% | 161,048 | Hold |
| 6 | FSV | FIRSTSERVICE CORP NEW | $36.4M | 8.81% | 261,955 | Added |
| 7 | SPGI | S&P GLOBAL INC | $35.7M | 8.65% | 84,000 | Hold |
| 8 | CPRT | COPART INC | $25.8M | 6.24% | 776,300 | Hold |
| 9 | LOW | LOWES COS INC | $5.0M | 1.22% | 21,330 | Hold |
| 10 | LBRDK | LIBERTY BROADBAND CORP | $1.2M | 0.30% | 24,605 | Hold |
| 11 | GLIBK | GCI LIBERTY INC | $253,400 | 0.06% | 6,810 | Hold |
| 12 | UUUU | ENERGY FUELS INC | $123,370 | 0.03% | 6,760 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31