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	$74,731 22.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$63,641 18.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$53,513 15.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$43,930 13.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$42,680 12.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$35,878 10.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$13,049 3.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical SEAS 1 stocks	$7,275 2.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$2,092 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy UUUU 1 stocks	$25 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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