Hedge Fund - Lionstone Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. APG 2,616,750 $89,056,725 -17% 21.39%
2. AMZN 312,000 $68,449,680 -7% 16.44%
3. GOOGL 261,120 $46,320,077 -24% 11.12%
4. QXO 2,121,212 $45,690,906 NEW 10.97%
5. SPGI 84,000 $44,292,360 10.64%