Leon Lowenstein

Lionstone Capital Management Llc

Assets Managed

$413.013M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

-4.53%(2Q avg: -1.71%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lionstone Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Lionstone Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 413.013M in assets, with a quarterly growth rate of -4.53% and a 2-quarter average growth rate of -1.71%. The portfolio is managed by Leon Lowenstein, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
APG Api Group Corp Recent Activity	24.3%	$100.338M 2.476M shares@ $40.52 avg price
GOOG Alphabet Inc-cl C Recent Activity	16.23%	$66.995M 233,545 shares@ $286.87 avg price
AMZN Amazon.com Inc Recent Activity	14.11%	$58.261M 279,740 shares@ $208.28 avg price
QXO Qxo Inc Recent Activity	10.97%	$45.3M 2.333M shares@ $19.42 avg price
FERG Ferguson Enterprises Inc Recent Activity	9.1%	$37.566M 161,048 shares@ $233.26 avg price
FSV Firstservice Corp Recent Activity Increased 6.61%	8.82%	$36.396M 261,955 shares@ $138.95 avg price	Increased 6.61%
SPGI S&p Global Inc Recent Activity	8.66%	$35.729M 84,000 shares@ $425.34 avg price
CPRT Copart Inc Recent Activity	6.25%	$25.773M 776,300 shares@ $33.2 avg price
LOW Lowe's Cos Inc Recent Activity	1.23%	$5.04M 21,330 shares@ $236.28 avg price
LBRDK Liberty Broadband-c Recent Activity	0.3%	$1.238M 24,605 shares@ $50.31 avg price

1-10 of 12