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  Name: LIONSTONE CAPITAL MANAGEMENT LLC
  City: NEW YORK
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $394,607,000
  Total Value Change : $31,760,000
  Securities Held Change : 0
   
All Securities Held : 12
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 10
  Decreased Positions : 2

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Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $182.81 $60,337,000 334,500 15.29% 9,513,000 0 0.003    Internet Software & S...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 3 - $176.45 $52,154,000 342,530 13.22% 3,881,000 0 0.006    Search Engines & Info...
   (FSV)1 Year Chart         FSV FirstService Corporation 5 - $150.76 $35,846,000 216,200 9.08% 802,000 0 0.496    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc 6 - $435.85 $35,738,000 84,000 9.06% -1,266,000 0 0.025    Publishing
   (FERG)1 Year Chart         FERG Ferguson plc 7 - $202.22 $35,178,000 161,048 8.91% 4,084,000 0 0.072    N/A
   (DG)1 Year Chart         DG Dollar General Corp 8 - $126.59 $19,071,000 122,200 4.83% 2,458,000 0 0.005    Discount, Variety Stores
   (LOW)1 Year Chart         LOW Lowes Companies Inc 9 - $227.77 $14,252,000 55,950 3.61% 1,800,000 0 0.007    Home Improvement Stores
   (SEAS)1 Year Chart         SEAS Seaworld Entertainment, Inc. 10 - $50.85 $7,779,000 138,400 1.97% 467,000 0 0.169    Sporting and Park Ent...
   (EWCZ)1 Year Chart         EWCZ European Wax Center, Inc. 11 - $10.64 $5,815,000 448,000 1.47% -273,000 0 0.893    N/A
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 12 - $49.82 $1,408,000 24,605 0.36% -575,000 0 0.016    N/A

      10 Records Found
  1    
Page 1 of 1
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