Lionstone Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lionstone Capital Management LLC disclosed 12 US equity positions worth $413.0m in its Q1 2026 13F filing. The largest position was APG at 24.3% of the reported book, followed by GOOG and AMZN.
What did Lionstone Capital Management LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APG API GROUP CORP | Industrials | 24.3% | $100.3m | 2,476,270 | – | |
| 2 | GOOG ALPHABET INC | Communication Services | 16.2% | $67.0m | 233,545 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 14.1% | $58.3m | 279,740 | – | |
| 4 | QXO QXO INC | Industrials | 11.0% | $45.3m | 2,332,662 | – | |
| 5 | FERG FERGUSON ENTERPRISES INC | Industrials | 9.1% | $37.6m | 161,048 | – | |
| 6 | FSV FIRSTSERVICE CORP NEW | Real Estate | 8.8% | $36.4m | 261,955 | – | |
| 7 | SPGI S&P GLOBAL INC | Financial Services | 8.7% | $35.7m | 84,000 | – | |
| 8 | CPRT COPART INC | Industrials | 6.2% | $25.8m | 776,300 | – | |
| 9 | LOW LOWES COS INC | Consumer Cyclical | 1.2% | $5.0m | 21,330 | – | |
| 10 | 8L8C LIBERTY BROADBAND CORP | 0.3% | $1.2m | 24,605 | – | ||
| 11 | GLIBK GCI LIBERTY INC | Communication Services | 0.1% | $253.4k | 6,810 | – | |
| 12 | UUUU ENERGY FUELS INC | Energy | 0.0% | $123.4k | 6,760 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.