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| Name: |
LIONSTONE CAPITAL MANAGEMENT LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10019 |
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data |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APG |
Api Group Corp |
1 |
- |
$36.09 |
$82,066,000 |
2,089,800 |
20.8% |
6,846,000 |
-84,200 |
0.9 |
N/A |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.13 |
$60,337,000 |
334,500 |
15.29% |
9,513,000 |
0 |
0.003 |
Internet Software & S... |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$178.00 |
$52,154,000 |
342,530 |
13.22% |
3,881,000 |
0 |
0.006 |
Search Engines & Info... |
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CPRT |
Copart Inc |
4 |
- |
$53.95 |
$44,963,000 |
776,300 |
11.39% |
4,023,000 |
-59,200 |
0.081 |
Auto Dealerships |
|
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FSV |
FirstService Corporation |
5 |
- |
$144.46 |
$35,846,000 |
216,200 |
9.08% |
802,000 |
0 |
0.496 |
N/A |
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SPGI |
S&P Global Inc |
6 |
- |
$442.30 |
$35,738,000 |
84,000 |
9.06% |
-1,266,000 |
0 |
0.025 |
Publishing |
|
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FERG |
Ferguson plc |
7 |
- |
$210.14 |
$35,178,000 |
161,048 |
8.91% |
4,084,000 |
0 |
0.072 |
N/A |
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DG |
Dollar General Corp |
8 |
- |
$141.55 |
$19,071,000 |
122,200 |
4.83% |
2,458,000 |
0 |
0.005 |
Discount, Variety Stores |
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LOW |
Lowes Companies Inc |
9 |
- |
$221.13 |
$14,252,000 |
55,950 |
3.61% |
1,800,000 |
0 |
0.007 |
Home Improvement Stores |
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SEAS |
Seaworld Entertainment, Inc. |
10 |
- |
$50.45 |
$7,779,000 |
138,400 |
1.97% |
467,000 |
0 |
0.169 |
Sporting and Park Ent... |
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EWCZ |
European Wax Center, Inc. |
11 |
- |
$10.39 |
$5,815,000 |
448,000 |
1.47% |
-273,000 |
0 |
0.893 |
N/A |
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LBRDK |
Liberty Broadband Corporation |
12 |
- |
$52.02 |
$1,408,000 |
24,605 |
0.36% |
-575,000 |
0 |
0.016 |
N/A |
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