Ensemble Capital Management, LLC: LSTR position timeline

Ensemble Capital Management, LLC held 230,546 LSTR shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 230,546 shares

   Change vs previous 13F -26,497 shares

   3.69% of the 13F portfolio, value $43,543,223.

   13F-HR 0001941040-24-000498 filed by Ensemble Capital Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 257,043 shares

   Change vs previous 13F +27,408 shares

   3.69% of the 13F portfolio, value $47,419,293.

   13F-HR 0001941040-24-000376 filed by Ensemble Capital Management, LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 229,635 shares

   Change vs previous 13F +70,591 shares

   3.71% of the 13F portfolio, value $44,264,443.

   13F-HR 0001941040-24-000250 filed by Ensemble Capital Management, LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 159,044 shares

   Change vs previous 13F +18,999 shares

   2.74% of the 13F portfolio, value $30,798,871.

   13F-HR 0001941040-24-000113 filed by Ensemble Capital Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 140,045 shares

   Change vs previous 13F -26,133 shares

   2.56% of the 13F portfolio, value $24,779,562.

   13F-HR 0001941040-23-000344 filed by Ensemble Capital Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 166,178 shares

   Change vs previous 13F -14,032 shares

   3.09% of the 13F portfolio, value $31,995,912.

   13F-HR 0001941040-23-000208 filed by Ensemble Capital Management, LLC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 180,210 shares

   Change vs previous 13F -2,417 shares

   3.34% of the 13F portfolio, value $32,304,445.

   13F-HR 0001941040-23-000142 filed by Ensemble Capital Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 182,627 shares

   Change vs previous 13F not available

   3.08% of the 13F portfolio, value $29,749,938.

   13F-HR 0001941040-23-000077 filed by Ensemble Capital Management, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).