Lionstone Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Lionstone Capital Management LLC held in its portfolio 12 assets valued at $432,647,237 (i.e. $432.65M).

The most valuable assets in the portfolio included: API GROUP CORP ($94.74M), ALPHABET INC ($73.29M), and AMAZON COM INC ($64.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Lionstone Capital Management LLC Portfolio

API GROUP CORP

ALPHABET INC

AMAZON COM INC

QXO INC

S&P GLOBAL INC

FIRSTSERVICE CORP NEW

FERGUSON ENTERPRISES INC

COPART INC

LOWES COS INC

LIBERTY BROADBAND CORP

Lionstone Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
API GROUP CORP	2476270	94742090	COM STK
ALPHABET INC	233545	73286421	CAP STK CL C
AMAZON COM INC	279740	64569587	COM
QXO INC	2332662	44997050	COM NEW
S&P GLOBAL INC	84000	43897560	COM
FIRSTSERVICE CORP NEW	245720	38216832	COM
FERGUSON ENTERPRISES INC	161048	35854116	COMMON STOCK NEW
COPART INC	776300	30392145	COM
LOWES COS INC	21330	5143943	COM
LIBERTY BROADBAND CORP	24605	1195803	COM SER C
GCI LIBERTY INC	6810	253400	COM SER C
ENERGY FUELS INC	6760	98290	COM NEW