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	$68,942 20.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$62,327 18.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$57,264 16.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$43,396 12.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$40,678 11.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$39,447 11.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$15,150 4.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical SEAS 1 stocks	$7,275 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EWCZ 1 stocks	$3,046 0.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$1,901 0.56% of portfolio	-	-	-	-	0 Calls 0 Puts

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