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13F-HR filed by Lionstone Capital Management LLC

Lionstone Capital Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 12 holding rows worth $413,012,983.

Accession
0001193125-26-225586
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 12 entries on the cover page, a total value of $413,012,983 stated on the cover page (in dollars after the unit check, H1), rows summing to $413,012,983 with VALUE read as dollars as filed, 13F file number 028-15483. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
API GROUP CORP COM STK00187Y100Stock2,476,270$100,338,460dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM233,545$66,994,719dollars as filed
Amazon.com, Inc023135106COM279,740$58,261,450dollars as filed
QXO INC COM NEW82846H405Stock2,332,662$45,300,296dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock161,048$37,566,056dollars as filed
FIRSTSERVICE CORP NEW COM33767E202Stock261,955$36,396,028dollars as filed
S&P Global,Inc.78409V104COM84,000$35,728,560dollars as filed
COPART INC COM217204106Stock776,300$25,773,160dollars as filed
Lowes Companies,Inc.548661107COM21,330$5,039,852dollars as filed
LIBERTY BROADBAND CORP530307305COM SER C24,605$1,237,632dollars as filed
GCI LIBERTY INC COM SER C36164V800Stock6,810$253,400dollars as filed
ENERGY FUELS INC292671708COM NEW6,760$123,370dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001193125-26-225586this filing2026-05-15acceptance time not in the bulk data set