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 $435.0M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APG ($104.9M, 24.11%), GOOG ($82.5M, 18.97%), AMZN ($66.7M, 15.33%), QXO ($44.2M, 10.16%), FSV ($41.3M, 9.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APG | API GROUP CORP | $104.9M | 24.11% | 2.5M | Hold |
| 2 | GOOG | ALPHABET INC | $82.5M | 18.97% | 233,545 | Hold |
| 3 | AMZN | AMAZON COM INC | $66.7M | 15.33% | 279,740 | Hold |
| 4 | QXO | QXO INC | $44.2M | 10.16% | 2.6M | Added |
| 5 | FSV | FIRSTSERVICE CORP NEW | $41.3M | 9.50% | 290,920 | Added |
| 6 | FERG | FERGUSON ENTERPRISES INC | $38.2M | 8.79% | 161,048 | Hold |
| 7 | SPGI | S&P GLOBAL INC | $34.2M | 7.86% | 84,000 | Hold |
| 8 | CPRT | COPART INC | $21.9M | 5.03% | 776,300 | Hold |
| 9 | LBRDK | LIBERTY BROADBAND CORP | $818,362 | 0.19% | 24,605 | Hold |
| 10 | GLIBK | LIBERTY CAP CORP | $146,824 | 0.03% | 6,810 | Hold |
| 11 | UUUU | ENERGY FUELS INC | $98,020 | 0.02% | 6,760 | Hold |
| 12 | LOW | LOWES COS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30