Hedge Fund - Lionstone Capital Management

Lee Lowenstein Bio, Returns, AUM, Net Worth

Founded in 2004 by Lee Lowenstein, Lionstone Capital Management is a hedge fund management firm based in New York City. The firm caters to high-net-worth individuals, institutional investors, and endowments. Lee Lowenstein is the Founder, Managing Partner, and Portfolio Manager at Lionstone Capital Management.

Lionstone Capital Management is a hedge fund managing discretionary assets totaling $485,197,268, as reported in their Form ADV dated March 2024. The firm serves 4 clients. In their most recent 13F filing for Q1 2024, Lionstone Capital Management reported managing $394,607,269 in 13F securities, with a top 10 holdings concentration of 98.17%. Their largest holding is APi Group Corp, with 2,089,800 shares held.

Lee Lowenstein
Fund Profile
Filing Period:
Fund Name: Lionstone Capital Management
Manager Lee Lowenstein
Portfolio Value $413,012,983
Change This QTR +0.95%
Filing Period:
Last update:
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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