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Lionstone Capital Management LLC: QXO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lionstone Capital Management LLC on QXO, newest first. How the timeline and the estimate are built.

Lionstone Capital Management LLC held 2,558,740 QXO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,558,740 shares
    Change vs previous 13F +226,078 shares

    10.16% of the 13F portfolio, value $44,215,027.

    13F-HR 0001193125-26-350682 filed by Lionstone Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,332,662 shares
    Change vs previous 13F 0 shares

    10.97% of the 13F portfolio, value $45,300,296.

    13F-HR 0001193125-26-225586 filed by Lionstone Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,332,662 shares
    Change vs previous 13F +211,450 shares

    10.4% of the 13F portfolio, value $44,997,050.

    13F-HR 0001193125-26-053107 filed by Lionstone Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,121,212 shares
    Change vs previous 13F 0 shares

    9.45% of the 13F portfolio, value $40,430,301.

    13F-HR 0001193125-25-282101 filed by Lionstone Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,121,212 shares
    Change vs previous 13F not available

    10.97% of the 13F portfolio, value $45,690,906.

    13F-HR 0000950123-25-008067 filed by Lionstone Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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