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	$89,937 25.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$68,505 19.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$63,595 18.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate FSV 1 stocks	$41,183 11.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$40,883 11.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$34,910 9.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$10,416 2.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services LBRDK 1 stocks	$1,563 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy UUUU 1 stocks	$103 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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