Lionstone Capital Management LLC Portfolio Holdings by Sector

Lionstone Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials APG 1 stocks	$89,056 26.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$68,449 20.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$46,320 13.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$44,292 13.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$38,093 11.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$37,752 11.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$9,196 2.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$2,420 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy UUUU 1 stocks	$38 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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