Top 5 Stock Picks of Leon Lowenstein’s Lionstone Capital Management

3. Black Knight, Inc. (NYSE:BKI)

Lionstone Capital Management’s Stake Value: $34,288,000

Percentage of Lionstone Capital Management’s 13F Portfolio: 8.97%

Number of Hedge Fund Holders: 33

Lionstone Capital Management holds 476,216 shares in Black Knight, Inc. (NYSE:BKI), as of September this year, valued at $34.2 million. The company accounts for 8.97% of the firm’s Q3 portfolio. Black Knight, Inc. (NYSE:BKI) is a Florida-based company that offers tech solutions and data analytics to the mortgage and real estate industries.

Black Knight, Inc. (NYSE:BKI), on November 8, posted its Q3 earnings results. EPS in the period totaled $0.60, beating estimates by $0.03. The $378 million revenue was up 20.92% from the prior-year quarter. 

Dan Loeb’s Third Point is the largest stakeholder of Black Knight, Inc. (NYSE:BKI), holding 1.8 million shares worth $129.6 million. Overall, 33 hedge funds in the database of Insider Monkey reported owning stakes in the company, valued at more than $995 million.