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 | 2,174,000 | $75,220,400 | -11% | 20.73% | ||
| 2. | AMZN | 334,500 | $50,823,930 | 14% | |||
| 3. | GOOG | 342,530 | $48,272,753 | 13.3% | |||
| 4. | CPRT | 835,500 | $40,939,500 | -12% | 11.28% | ||
| 5. | SPGI | 84,000 | $37,003,680 | 10.19% |
