Hedge Fund - Lionstone Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | APG | 2,476,270 | $100,338,460 | 24.29% | |||
| 2. | GOOGL | 233,545 | $66,994,719 | 16.22% | |||
| 3. | AMZN | 279,740 | $58,261,450 | 14.11% | |||
| 4. | QXO | 2,332,662 | $45,300,296 | 10.97% | |||
| 5. | Ferguson Enterprises Inc | 161,048 | $37,566,056 | 9.1% |
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