13F Insight
DOSSIER · 13F-HR · Q2 2026

Lionstone Capital Management LLC

$435M in tracked AUM across 11 positions as of Q2 2026.

LC
CIK 0001575662 · last filed Jun 30, 2026
Total AUM
$435M
as of Q2 2026
Holdings
11
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lionstone Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
APG
API GROUP CORP
$105M2.5M24.1%02
GOOG
ALPHABET INC
$83M234K19.0%03
AMZN
AMAZON COM INC
$67M280K15.3%04
QXO
QXO INC
$44M2.6M10.2%05
FSV
FIRSTSERVICE CORP NEW
$41M291K9.5%06
FERG
FERGUSON ENTERPRISES INC
$38M161K8.8%07
SPGI
S&P GLOBAL INC
$34M84K7.9%08
CPRT
COPART INC
$22M776K5.0%09
LBRDK
LIBERTY BROADBAND CORP
$818K25K0.2%10
GLIBK
LIBERTY CAP CORP
$147K7K0.0%

Filing history

2026Q2Jun 30
$435M▲ 5.3%
11 positionsView →2026Q1Mar 31
$413M▼ 4.5%
12 positionsView →2025Q4Dec 31
$433M▲ 1.1%
12 positionsView →2025Q3Sep 30
$428M▲ 2.8%
12 positionsView →2025Q2Jun 30
$416M▲ 105.1%
11 positionsLocked2025Q1Mar 31
$203M▼ 48.0%
5 positionsLocked2024Q4Dec 31
$391M▲ 5.3%
11 positionsLocked2024Q3Sep 30
$371M▼ 5.2%
11 positionsLocked2024Q2Jun 30
$392M▼ 0.8%
12 positionsLocked2024Q1Mar 31
$395M▲ 8.8%
12 positionsLocked2023Q4Dec 31
$363M▲ 13.2%
12 positionsLocked2023Q3Sep 30
$321M▼ 5.2%
12 positionsLocked
Showing 12 of 51