Lionstone Capital Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 261,120 | 233,545 | -27,575 | 63,595,776 | 73,286,421 | +9,690,645 |
| API GROUP CORP | 2,616,750 | 2,476,270 | -140,480 | 89,937,698 | 94,742,090 | +4,804,392 |
| QXO INC | 2,121,212 | 2,332,662 | +211,450 | 40,430,301 | 44,997,050 | +4,566,749 |
| S&P GLOBAL INC | 84,000 | 84,000 | 0 | 40,883,640 | 43,897,560 | +3,013,920 |
| GCI LIBERTY INC | 4,921 | 6,810 | +1,889 | 183,406 | 253,400 | +69,994 |
| ENERGY FUELS INC | 6,760 | 6,760 | 0 | 103,766 | 98,290 | -5,476 |
| FERGUSON ENTERPRISES INC | 161,048 | 161,048 | 0 | 36,168,160 | 35,854,116 | -314,044 |
| LIBERTY BROADBAND CORP | 24,605 | 24,605 | 0 | 1,563,402 | 1,195,803 | -367,599 |
| FIRSTSERVICE CORP NEW | 216,200 | 245,720 | +29,520 | 41,183,938 | 38,216,832 | -2,967,106 |
| AMAZON COM INC | 312,000 | 279,740 | -32,260 | 68,505,840 | 64,569,587 | -3,936,253 |
| COPART INC | 776,300 | 776,300 | 0 | 34,910,211 | 30,392,145 | -4,518,066 |
| LOWES COS INC | 41,450 | 21,330 | -20,120 | 10,416,800 | 5,143,943 | -5,272,857 |