Lionstone Capital Management LLC
Lionstone Capital Management LLC reported 11 positions worth $435.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APG (24.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APG | SH | $104.9M | 24.11% | 2,476,270 | — | — | |
| ▸ 2 | GOOG | SH | $82.5M | 18.97% | 233,545 | — | — | |
| ▸ 3 | AMZN | SH | $66.7M | 15.33% | 279,740 | — | — | |
| ▸ 4 | QXO | SH | $44.2M | 10.16% | 2,558,740 | — | — | |
| ▸ 5 | FSV | SH | $41.3M | 9.50% | 290,920 | — | — | |
| ▸ 6 | FERG | SH | $38.2M | 8.79% | 161,048 | — | — | |
| ▸ 7 | SPGI | SH | $34.2M | 7.86% | 84,000 | — | — | |
| ▸ 8 | CPRT | SH | $21.9M | 5.03% | 776,300 | — | — | |
| ▸ 9 | 8L8C | SH | $818.4K | 0.19% | 24,605 | — | — | |
| ▸ 10 | GLIBK | SH | $146.8K | 0.03% | 6,810 | — | — |
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Frequently Asked Questions
What stocks does Lionstone Capital Management LLC hold as of Q2 2026?
Lionstone Capital Management LLC reported 11 positions worth $435.0M in its Q2 2026 13F filing. Largest positions: APG (24.1%), GOOG (19.0%), AMZN (15.3%), QXO (10.2%) and FSV (9.5%).
What did Lionstone Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lionstone Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.