Lionstone Capital Management LLC - Q42025 Holdings

Lionstone Capital Management LLC holds 12 stocks with a total portfolio value of $ 432.65M as of Q42025. In Q42025, Lionstone Capital Management LLC added 0 new positions, increased stakes in 3 stocks, reduced 4 holdings, and fully exited 0 positions. The largest holding is Api Group Corp (APG), representing 21.90% of the total portfolio.