67 is the total number of securities Lionstone Capital Management LLC has owned. The longest Lionstone Capital Management LLC has owned a single stock is 42 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LOW | LOWES COS INC | 42 | 42 | 1.54% | 6.01% | 9.53% | Q2 2013 | Q3 2023 | 42 |
| ARMK | ARAMARK | 32 | 32 | 4.58% | 8.25% | 11.59% | Q2 2014 | Q1 2022 | 32 |
| AAPL | APPLE INC | 27 | 27 | 5.41% | 7.22% | 8.91% | Q2 2013 | Q4 2019 | 27 |
| AAP | ADVANCE AUTO PARTS INC | 26 | 26 | 2.28% | 7.65% | 14.13% | Q2 2016 | Q3 2022 | 26 |
| HOSSQ | HORNBECK OFFSHORE SVCS... | 26 | 26 | 0.06% | 4.89% | 14.64% | Q2 2013 | Q3 2019 | 26 |
| SP | SP PLUS CORP | 23 | 23 | 0.41% | 8.55% | 13.16% | Q4 2013 | Q2 2019 | 23 |
| BKI | BLACK KNIGHT INC | 21 | 21 | 3.14% | 6.46% | 9.60% | Q4 2017 | Q4 2022 | 21 |
| FNF | FIDELITY NATIONAL FINA... | 19 | 19 | 3.64% | 8.18% | 11.41% | Q3 2014 | Q1 2019 | 19 |
| FSV | FIRSTSERVICE CORP NEW | 18 | 18 | 6.59% | 8.29% | 10.38% | Q2 2019 | Q3 2023 | 18 |
| DG | DOLLAR GEN CORP NEW | 12 | 1 | 3.54% | 6.78% | 11.54% | Q2 2013 | Q3 2023 | 18 |
| SEAS | SEAWORLD ENTMT INC | 18 | 18 | 1.48% | 4.06% | 11.60% | Q2 2019 | Q3 2023 | 18 |
| WBC | WABCO HLDGS INC | 17 | 17 | 2.27% | 4.31% | 5.69% | Q2 2013 | Q2 2017 | 17 |
| FSV | FIRSTSERVICE CORP NEW | 16 | 16 | 8.21% | 12.76% | 18.23% | Q2 2015 | Q1 2019 | 16 |
| GOOG | ALPHABET INC | 15 | 15 | 6.36% | 9.83% | 14.09% | Q1 2020 | Q3 2023 | 15 |
| APG | API GROUP CORP | 14 | 14 | 9.27% | 13.27% | 19.64% | Q2 2020 | Q3 2023 | 14 |
| BATRK | LIBERTY MEDIA CORP DEL... | 14 | 14 | 3.63% | 6.81% | 10.36% | Q1 2018 | Q2 2021 | 14 |
| QRTEA | LIBERTY INTERACTIVE CORP | 14 | 14 | 1.79% | 4.52% | 6.51% | Q2 2013 | Q3 2016 | 14 |
| LVNTA | LIBERTY INTERACTIVE CORP | 14 | 14 | 0.32% | 1.06% | 1.73% | Q2 2013 | Q3 2016 | 14 |
| MDCA | MDC PARTNERS INC | 13 | 13 | 3.34% | 11.59% | 16.96% | Q3 2013 | Q3 2016 | 13 |
| CPRT | COPART INC | 13 | 13 | 3.44% | 8.85% | 13.78% | Q3 2020 | Q3 2023 | 13 |
| FNFV | FIDELITY NATIONAL FINA... | 13 | 13 | 1.22% | 8.72% | 11.58% | Q3 2014 | Q3 2017 | 13 |
| CNNE | CANNAE HLDGS INC | 7 | 6 | 1.08% | 4.04% | 11.52% | Q4 2017 | Q3 2021 | 13 |
| LBRDK | LIBERTY BROADBAND CORP | 12 | 12 | 0.58% | 0.88% | 1.15% | Q4 2020 | Q3 2023 | 12 |
| SPGI | S&P GLOBAL INC | 11 | 11 | 6.23% | 8.58% | 10.05% | Q1 2021 | Q3 2023 | 11 |
| FERG | FERGUSON PLC NEW | 11 | 11 | 5.38% | 6.44% | 8.26% | Q1 2021 | Q3 2023 | 11 |
| WYND | WYNDHAM WORLDWIDE CORP | 11 | 11 | 2.52% | 6.20% | 7.54% | Q2 2013 | Q4 2015 | 11 |
| SITE | SITEONE LANDSCAPE SUPP... | 11 | 11 | 1.56% | 3.25% | 5.60% | Q2 2017 | Q4 2019 | 11 |
| GLIBA | GCI LIBERTY INC | 11 | 11 | 0.81% | 1.14% | 1.56% | Q1 2018 | Q3 2020 | 11 |
| CTAS | CINTAS CORP | 10 | 10 | 2.40% | 8.60% | 11.98% | Q2 2017 | Q3 2019 | 10 |
| SIX | SIX FLAGS ENTMT CORP NEW | 9 | 9 | 3.38% | 5.63% | 7.58% | Q3 2017 | Q3 2019 | 9 |
| CFX | COLFAX CORP | 9 | 9 | 3.17% | 4.40% | 5.48% | Q2 2013 | Q2 2015 | 9 |
| MSGS | MADISON SQUARE GRDN SP... | 9 | 9 | 2.59% | 3.85% | 7.44% | Q1 2020 | Q1 2022 | 9 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 8 | 8 | 3.45% | 6.37% | 9.89% | Q2 2019 | Q1 2021 | 8 |
| IAA | IAA INC | 8 | 8 | 2.68% | 4.30% | 5.96% | Q2 2019 | Q1 2021 | 8 |
| FSRV | FIRSTSERVICE CORP | 7 | 7 | 9.09% | 10.96% | 13.21% | Q3 2013 | Q1 2015 | 7 |
| SHW | SHERWIN WILLIAMS CO | 7 | 7 | 4.13% | 5.66% | 6.96% | Q2 2018 | Q4 2019 | 7 |
| AMZN | AMAZON COM INC | 6 | 6 | 7.13% | 10.65% | 13.26% | Q2 2022 | Q3 2023 | 6 |
| FB | META PLATFORMS INC | 6 | 6 | 2.44% | 5.30% | 6.67% | Q2 2021 | Q3 2022 | 6 |
| IAC | IAC INTERACTIVECORP NEW | 6 | 6 | 3.24% | 4.38% | 5.55% | Q2 2021 | Q3 2022 | 6 |
| FNF | FIDELITY NATIONAL FINA... | 5 | 5 | 8.02% | 8.39% | 8.68% | Q2 2013 | Q2 2014 | 5 |
| PLNT | PLANET FITNESS INC | 5 | 5 | 2.12% | 2.60% | 3.11% | Q3 2020 | Q3 2021 | 5 |
| LVNTA | LIBERTY INTERACTIVE CORP | 5 | 5 | 0.91% | 1.07% | 1.15% | Q4 2016 | Q4 2017 | 5 |
| CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 2.72% | 5.17% | 10.26% | Q2 2013 | Q1 2014 | 4 |
| GM | GENERAL MTRS CO | 4 | 4 | 3.90% | 4.51% | 4.84% | Q2 2013 | Q1 2014 | 4 |
| VIAB | VIACOM INC NEW | 4 | 4 | 3.14% | 4.26% | 7.06% | Q2 2013 | Q1 2014 | 4 |
| SERV | SERVICEMASTER GLOBAL H... | 4 | 4 | 2.13% | 4.10% | 5.78% | Q4 2019 | Q3 2020 | 4 |
| ORLY | O REILLY AUTOMOTIVE IN... | 4 | 4 | 1.81% | 3.44% | 4.08% | Q1 2020 | Q4 2020 | 4 |
| TASK | TASKUS INC | 4 | 4 | 0.79% | 2.12% | 3.43% | Q4 2021 | Q3 2022 | 4 |
| IAC | IAC INTERACTIVECORP NEW | 3 | 3 | 5.62% | 6.25% | 7.35% | Q3 2020 | Q1 2021 | 3 |
| CIGI | COLLIERS INTL GROUP INC | 3 | 3 | 3.43% | 5.01% | 7.76% | Q2 2015 | Q4 2015 | 3 |
| UTX | UNITED TECHNOLOGIES CORP | 3 | 3 | 4.26% | 4.74% | 5.27% | Q2 2019 | Q4 2019 | 3 |
| LIND | LINDBLAD EXPEDITIONS H... | 3 | 3 | 2.05% | 3.22% | 4.70% | Q2 2020 | Q4 2020 | 3 |
| MSGE | MADISON SQUARE GRDN EN... | 3 | 3 | 1.74% | 2.25% | 2.77% | Q2 2020 | Q4 2020 | 3 |
| IAC | IAC INTERACTIVECORP | 2 | 2 | 5.63% | 6.16% | 6.69% | Q1 2020 | Q2 2020 | 2 |
| GOOGL | GOOGLE INC | 2 | 2 | 5.62% | 5.80% | 5.98% | Q2 2013 | Q3 2013 | 2 |
| MNRO | MONRO MUFFLER BRAKE INC | 2 | 2 | 4.30% | 4.54% | 4.78% | Q4 2016 | Q1 2017 | 2 |
| EUROPEAN WAX CTR INC | 2 | 2 | 2.26% | 2.37% | 2.47% | Q2 2023 | Q3 2023 | 2 | |
| DNB | DUN & BRADSTREET HLDGS... | 2 | 2 | 1.69% | 2.25% | 2.82% | Q3 2020 | Q4 2020 | 2 |
| VMEO | VIMEO INC | 2 | 2 | 1.76% | 1.87% | 1.98% | Q2 2021 | Q3 2021 | 2 |
| KAR | KAR AUCTION SVCS INC | 2 | 2 | 1.73% | 1.76% | 1.78% | Q2 2019 | Q3 2019 | 2 |
| MTCH | MATCH GROUP INC NEW | 2 | 2 | 0.90% | 1.27% | 1.63% | Q3 2020 | Q4 2020 | 2 |
| HII | HUNTINGTON INGALLS IND... | 1 | 1 | 6.39% | 6.39% | 6.39% | Q2 2013 | Q2 2013 | 1 |
| HTZ | HERTZ GLOBAL HOLDINGS INC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2015 | Q3 2015 | 1 |
| PRCH | PORCH GROUP INC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2021 | Q1 2021 | 1 |
| TMX | TERMINIX GLOBAL HOLDIN... | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2020 | Q4 2020 | 1 |
| STAN | STANDARD PARKING CORP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2013 | Q3 2013 | 1 |
| JAX | J ALEXANDERS HLDGS INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2015 | Q3 2015 | 1 |
Download | |||||||||
The securities at the top of the list , including LOWES COS INC, ARAMARK, and APPLE INC, are the highest-conviction holdings of Lionstone Capital Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Lionstone Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lionstone Capital Management LLC owns currently or has owned in the past.