Lionstone Capital Management LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: A Pi Group Corp with a value of $68.9M, Amazon Com Inc with a value of $62.3M, Alphabet Inc. with a value of $57.3M, S&P Global Inc. with a value of $43.4M, and Copart Inc with a value of $40.7M.

Examining the 13F form we can see an decrease of $51.9M in the current position value, from $391M to 339M.

Lionstone Capital Management LLC is based out at New York, NY

Below you can find more details about Lionstone Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
Consumer Cyclical: $125 Million
Industrials: $68.9 Million
Communication Services: $59.2 Million
Financial Services: $43.4 Million
Real Estate: $39.4 Million
Consumer Defensive: $3.05 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $339 Million
  • Prior Value $391 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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