Lionstone Capital Management LLC — 13F holdings

Lionstone Capital Management LLC reported 11 holdings worth $435M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APG API GROUP CORP — $105M (24.1%)
2. GOOG ALPHABET INC — $82.5M (19.0%)
3. AMZN AMAZON COM INC — $66.7M (15.3%)
4. QXO QXO INC — $44.2M (10.2%)
5. FSV FIRSTSERVICE CORP NEW — $41.3M (9.5%)
6. FERG FERGUSON ENTERPRISES INC — $38.2M (8.8%)
7. SPGI S&P GLOBAL INC — $34.2M (7.9%)
8. CPRT COPART INC — $21.9M (5.0%)
9. LBRDK LIBERTY BROADBAND CORP — $818K (0.2%)
10. GLIBK GCI LIBERTY INC — $147K (0.0%)