Lionstone Capital Management LLC holds a concentrated book of 12 stocks worth $413.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Api Group Corp at 24% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1575662/holdings"
Use Arkolith to show Lionstone Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Lionstone Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 12 / 12 | $368.8B |
| BlackRock, Inc. | 12 / 12 | $284.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | 12 / 12 | $240.9B |
| FMR LLC | 12 / 12 | $117.0B |
| GEODE CAPITAL MANAGEMENT, LLC | 12 / 12 | $89.0B |
| JPMORGAN CHASE & CO | 12 / 12 | $76.7B |
| MORGAN STANLEY | 12 / 12 | $65.3B |
| NORTHERN TRUST CORP | 12 / 12 | $38.5B |
Ranked by how many of Lionstone Capital Management LLC's top 12 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Api Group Corp COM STK | $100.3M | 2.48M | 24.3% | —Held | |
| 2 | Alphabet Inc CAP STK CL C | $67.0M | 233.5K | 16.2% | —Held | |
| 3 | Amazon Com Inc COM | $58.3M | 279.7K | 14.1% | —Held | |
| 4 | Qxo Inc COM NEW | $45.3M | 2.33M | 11.0% | —Held | |
| 5 | Ferguson Enterprises Inc COMMON STOCK NEW | $37.6M | 161.0K | 9.1% | —Held | |
| 6 | Firstservice Corp New COM | $36.4M | 262.0K | 8.8% | ▲+6.6% Added · +16K sh | |
| 7 | S&P Global Inc COM | $35.7M | 84.0K | 8.7% | —Held | |
| 8 | Copart Inc COM | $25.8M | 776.3K | 6.2% | —Held | |
| 9 | Lowes Cos Inc COM | $5.0M | 21.3K | 1.2% | —Held | |
| 10 | Liberty Broadband Corp COM SER C | $1.2M | 24.6K | 0.3% | —Held | |
| 11 | Gci Liberty Inc COM SER C | $253K | 6.8K | 0.1% | —Held | |
| 12 | Energy Fuels Inc COM NEW | $123K | 6.8K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.