Notify me when Lionstone Capital Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 12 | $432,647,237 | +$8,740,407 | -$26,326,192 | -$17,585,785 | APG, GOOG, AMZN, QXO, SPGI | 13F-HR | 17 Feb 2026, 08:00 |
| Q3 2025 | 12 | $427,882,938 | +$30,162,639 | $0 | +$30,162,639 | APG, AMZN, GOOG, FSV, SPGI | 13F-HR | 14 Nov 2025, 11:00 |
| Q2 2025 | 11 | $416,379,857 | +$45,690,906 | -$46,513,939 | -$823,033 | APG, AMZN, GOOG, QXO, SPGI | 13F-HR | 14 Aug 2025, 08:30 |
| Q1 2025 | 11 | $361,639,761 | $0 | $0 | $0 | APG, AMZN, GOOG, CPRT, SPGI | 13F-HR | 15 May 2025, 07:00 |
| Q4 2024 | 11 | $390,722,781 | +$34,679 | -$3,046,400 | -$3,011,721 | APG, AMZN, GOOG, CPRT, SPGI | 13F-HR | 14 Feb 2025, 07:00 |
| Q3 2024 | 11 | $371,206,743 | +$31,979,301 | -$47,345,451 | -$15,366,150 | APG, AMZN, GOOG, SPGI, CPRT | 13F-HR | 14 Nov 2024, 11:00 |
| Q2 2024 | 12 | $391,553,132 | $0 | $0 | $0 | APG, AMZN, GOOG, CPRT, SPGI | 13F-HR | 14 Aug 2024, 08:01 |
| Q1 2024 | 12 | $394,607,269 | $0 | -$6,735,398 | -$6,735,398 | APG, AMZN, GOOG, CPRT, FSV | 13F-HR | 15 May 2024, 07:00 |
| Q4 2023 | 12 | $362,845,330 | $0 | -$14,336,304 | -$14,336,304 | APG, AMZN, GOOG, CPRT, SPGI | 13F-HR | 14 Feb 2024, 09:39 |
| Q3 2023 | 12 | $320,630,077 | +$20,428,969 | $0 | +$20,428,969 | APG, GOOG, AMZN, CPRT, FSV | 13F-HR | 14 Nov 2023, 07:31 |
| Q2 2023 | 12 | $338,259,028 | +$8,346,240 | -$5,837,440 | +$2,508,800 | APG, AMZN, CPRT, GOOG, SPGI | 13F-HR | 14 Aug 2023, 07:00 |
| Q1 2023 | 11 | $293,627,156 | $0 | -$17,308,525 | -$17,308,525 | APG, CPRT, GOOG, AMZN, FSV | 13F-HR | 15 May 2023, 08:00 |
| Q4 2022 | 12 | $279,848,890 | +$62,353,449 | -$24,534,000 | +$37,819,449 | APG, CPRT, GOOG, DG, SPGI | 13F-HR | 14 Feb 2023, 06:20 |
| Q3 2022 | 16 | $240,094,000 | +$28,853,400 | -$20,043,934 | +$8,809,466 | GOOG, APG, DG, CPRT, SPGI | 13F-HR | 14 Nov 2022, 10:00 |
| Q2 2022 | 16 | $279,866,000 | +$34,110,474 | -$39,015,824 | -$4,905,350 | GOOG, APG, DG, CPRT, SPGI | 13F-HR | 15 Aug 2022, 07:31 |
| Q1 2022 | 17 | $337,012,000 | +$13,873,691 | -$19,574,706 | -$5,701,015 | APG, GOOG, DG, CPRT, SPGI | 13F-HR | 16 May 2022, 08:01 |
| Q4 2021 | 17 | $411,236,000 | +$15,157,487 | -$30,845,213 | -$15,687,726 | APG, BKI, GOOG, SPGI, DG | 13F-HR | 14 Feb 2022, 10:01 |
| Q3 2021 | 19 | $382,188,000 | +$10,290,529 | -$34,518,267 | -$24,227,738 | APG, GOOG, BKI, FSV, SPGI | 13F-HR | 15 Nov 2021, 06:30 |
| Q2 2021 | 20 | $410,541,000 | +$59,601,046 | -$67,275,807 | -$7,674,761 | APG, GOOG, BKI, DG, FSV | 13F-HR | 13 Aug 2021, 12:16 |
| Q1 2021 | 21 | $391,964,000 | +$120,030,812 | -$89,530,333 | +$30,500,479 | APG, BKI, DG, GOOG, FSV | 13F-HR | 17 May 2021, 06:15 |
| Q4 2020 | 24 | $338,218,000 | +$30,577,506 | -$28,724,215 | +$1,853,291 | APG, IAC, FSV, GOOG, PRKS | 13F-HR | 12 Feb 2021, 15:47 |
| Q3 2020 | 23 | $272,769,000 | +$47,291,822 | -$44,472,038 | +$2,819,784 | APG, FSV, LOW, GOOG, IAC | 13F-HR | 13 Nov 2020, 06:30 |
| Q2 2020 | 19 | $235,776,000 | +$39,627,377 | -$1,714,049 | +$37,913,328 | APG, SSNC, FSV, GOOG, IAC | 13F-HR | 11 Aug 2020, 08:48 |
| Q1 2020 | 16 | $155,234,000 | +$62,613,811 | -$55,074,245 | +$7,539,566 | SSNC, FSV, GOOG, MSGS, BATRK | 13F-HR | 13 May 2020, 11:02 |
| Q4 2019 | 15 | $209,520,000 | +$13,152,074 | -$33,758,030 | -$20,605,956 | PRKS, AAP, BATRK, LOW, AAPL | 13F-HR | 12 Feb 2020, 11:29 |
| Q3 2019 | 18 | $214,506,000 | +$10,678,201 | -$35,743,497 | -$25,065,296 | AAP, BATRK, ARMK, BKI, PRKS | 13F-HR | 12 Nov 2019, 13:43 |
| Q2 2019 | 19 | $225,102,000 | +$60,326,824 | -$61,039,879 | -$713,055 | AAP, ARMK, BATRK, LOW, AAPL | 13F-HR | 07 Aug 2019, 09:02 |
| Q1 2019 | 16 | $218,693,000 | +$2,344,217 | -$19,817,451 | -$17,473,234 | AAP, LOW, BATRK, ARMK, BKI | 13F-HR | 13 May 2019, 13:01 |
| Q4 2018 | 16 | $206,216,000 | +$10,673,979 | -$2,530,620 | +$8,143,359 | AAP, ARMK, CTAS, BATRK, LOW | 13F-HR | 13 Feb 2019, 11:16 |
| Q3 2018 | 16 | $244,080,000 | +$1,424,845 | -$17,610,786 | -$16,185,941 | AAP, ARMK, CTAS, LOW, AAPL | 13F-HR | 13 Nov 2018, 12:07 |
| Q2 2018 | 16 | $235,084,000 | +$26,531,800 | -$25,021,964 | +$1,509,836 | AAP, CTAS, ARMK, FSV, BATRK | 13F-HR | 13 Aug 2018, 16:55 |
| Q1 2018 | 15 | $220,687,000 | +$17,634,042 | -$14,811,746 | +$2,822,296 | CTAS, FSV, ARMK, AAP, CNNE | 13F-HR | 14 May 2018, 12:00 |
| Q4 2017 | 14 | $211,904,000 | +$34,175,423 | -$41,205,973 | -$7,030,550 | CNNE, CTAS, FSV, ARMK, AAP | 13F-HR | 13 Feb 2018, 14:58 |
| Q3 2017 | 13 | $212,267,000 | +$17,156,716 | -$14,445,331 | +$2,711,385 | FNFV, FSV, SP, FNF, CTAS | 13F-HR | 13 Nov 2017, 12:00 |
| Q2 2017 | 13 | $196,465,000 | +$31,190,864 | -$12,087,899 | +$19,102,965 | FSV, FNFV, FNF, ARMK, SP | 13F-HR | 11 Aug 2017, 12:00 |
| Q1 2017 | 12 | $173,843,000 | +$2,223,929 | -$14,742,363 | -$12,518,434 | FSV, SP, FNF, FNFV, ARMK | 13F-HR | 12 May 2017, 12:00 |
| Q4 2016 | 13 | $171,535,000 | +$15,829,000 | -$12,106,000 | +$3,723,000 | FSV, SP, FNFV, AAP, ARMK | 13F-HR | 14 Feb 2017, 10:15 |
| Q3 2016 | 13 | $162,906,000 | +$11,631,090 | -$6,376,000 | +$5,255,090 | FSV, SP, ARMK, FNF, FNFV | 13F-HR | 14 Nov 2016, 12:03 |
| Q2 2016 | 13 | $161,751,000 | +$4,590,000 | -$4,079,428 | +$510,572 | FSV, MDCA, FNF, SP, ARMK | 13F-HR | 12 Aug 2016, 13:51 |
| Q1 2016 | 12 | $165,582,000 | $0 | -$24,053,507 | -$24,053,507 | MDCA, FSV, SP, FNF, ARMK | 13F-HR | 13 May 2016, 12:00 |
| Q4 2015 | 14 | $187,333,000 | $0 | -$13,603,000 | -$13,603,000 | FSV, MDCA, SP, ARMK, FNF | 13F-HR | 11 Feb 2016, 12:00 |
| Q3 2015 | 16 | $191,040,000 | +$10,716,038 | -$19,612,833 | -$8,896,795 | FSV, MDCA, SP, FNF, ARMK | 13F-HR | 13 Nov 2015, 12:00 |
| Q2 2015 | 15 | $215,530,000 | +$36,968,000 | -$28,282,000 | +$8,686,000 | MDCA, SP, FSV, FNFV, FNF | 13F-HR | 13 Aug 2015, 15:00 |
| Q1 2015 | 14 | $214,055,000 | +$17,755,704 | -$21,225,673 | -$3,469,969 | MDCA, FSRV, ARMK, FNF, FNFV | 13F-HR | 15 May 2015, 12:00 |
| Q4 2014 | 14 | $204,355,000 | +$2,069,380 | $0 | +$2,069,380 | MDCA, FSRV, SP, ARMK, AAPL | 13F-HR | 13 Feb 2015, 12:00 |
| Q3 2014 | 14 | $184,875,000 | +$22,166,408 | -$24,390,000 | -$2,223,592 | FSRV, MDCA, HOSSQ, AAPL, SP | 13F-HR | 14 Nov 2014, 12:00 |
| Q2 2014 | 14 | $201,108,000 | +$35,501,947 | -$27,426,926 | +$8,075,021 | HOSSQ, MDCA, FSRV, SP, FNF | 13F-HR | 14 Aug 2014, 12:00 |
| Q1 2014 | 16 | $203,790,000 | +$3,173,325 | $0 | +$3,173,325 | MDCA, HOSSQ, FSRV, FNF, WYND | 13F-HR | 15 May 2014, 11:03 |
| Q4 2013 | 16 | $206,993,000 | $0 | $0 | $0 | MDCA, HOSSQ, FSRV, FNF, AAPL | 13F-HR | 14 Feb 2014, 11:17 |