Lionstone Capital Management LLC Portfolio Holdings by Sector

Lionstone Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials APG 1 stocks	$75,170 20.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$73,385 20.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$65,231 18.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$44,551 12.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$41,834 11.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$39,136 10.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$13,808 3.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical SEAS 1 stocks	$7,275 2.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$1,839 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy UUUU 1 stocks	$34 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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