StockDriftsStockDriftsTop 12 Lionstone Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | 24.29% | 2.48M | $100.3M | +0.00%(+0) | $9.34(+363.27%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 16.22% | 233.5K | $67.0M | +0.00%(+0) | $77.37(+408.35%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.11% | 279.7K | $58.3M | +0.00%(+0) | $119.70(+120.67%) | 2026-03-31 | |
| QXO | QXO INC | 10.97% | 2.33M | $45.3M | +0.00%(+0) | $17.79(-8.20%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 9.1% | 161.0K | $37.6M | +0.00%(+0) | $119.10(+87.92%) | 2026-03-31 | |
| FSV | FIRSTSERVICE CORP NEW | 8.81% | 262.0K | $36.4M | +6.61%(+16.23K) | $78.27(+65.71%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 8.65% | 84.0K | $35.7M | +0.00%(+0) | $338.88(+18.96%) | 2026-03-31 | |
| CPRT | COPART INC | 6.24% | 776.3K | $25.8M | +0.00%(+0) | $29.78(+8.45%) | 2026-03-31 | |
| LOW | LOWES COS INC | 1.22% | 21.3K | $5.0M | +0.00%(+0) | $125.02(+74.71%) | 2026-03-31 | |
| LBRDK | LIBERTY BROADBAND CORP | 0.3% | 24.6K | $1.2M | +0.00%(+0) | $144.44(-77.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.59% | +66.79% |
| Top 20 Holdings Unweighted | +14.18% | +48.85% |
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