Investor Details
| Filer Name: | LIONSTONE CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1575662 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.39B |
Lionstone Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APG | US | API GROUP CORP | 2,089,800 | $75M | 19.24% | - | - |
| AMZN | US | AMAZON.COM INC | 334,500 | $73M | 18.78% | - | - |
| GOOG | US | ALPHABET INC-CL C | 342,530 | $65M | 16.70% | - | - |
| CPRT | US | COPART INC | 776,300 | $45M | 11.40% | - | - |
| SPGI | US | S&P GLOBAL INC | 84,000 | $42M | 10.71% | - | - |
| FSV | US | FIRSTSERVICE CORP | 216,200 | $39M | 10.02% | - | - |
| FERG | US | FERGUSON ENTERPRISES INC | 161,048 | $28M | 7.15% | - | - |
| LOW | US | LOWE'S COS INC | 55,950 | $14M | 3.53% | - | - |
| PRKS | US | UNITED PARKS & RESORTS INC | 138,400 | $8M | 1.99% | - | - |
| LBRDK | US | LIBERTY BROADBAND-C | 24,605 | $2M | 0.47% | - | - |
| UUUU | US | ENERGY FUELS INC | 6,760 | $0M | 0.01% | 100.0% | - |