§ 13F · FUND PROFILE
Lionstone Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 12Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$432.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APG | API GROUP CORP | 2.48M | $94.7T | 21.9% | NEW |
| 2 | GOOG | ALPHABET INC | 234K | $73.3T | 16.9% | NEW |
| 3 | AMZN | AMAZON COM INC | 280K | $64.6T | 14.9% | NEW |
| 4 | QXO | QXO INC | 2.33M | $45.0T | 10.4% | NEW |
| 5 | SPGI | S&P GLOBAL INC | 84K | $43.9T | 10.1% | NEW |
| 6 | FSV | FIRSTSERVICE CORP NEW | 246K | $38.2T | 8.8% | NEW |
| 7 | FERG | FERGUSON ENTERPRISES INC | 161K | $35.9T | 8.3% | NEW |
| 8 | CPRT | COPART INC | 776K | $30.4T | 7.0% | NEW |
| 9 | LOW | LOWES COS INC | 21K | $5.1T | 1.2% | NEW |
| 10 | LBRDK | LIBERTY BROADBAND CORP | 25K | $1.2T | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIONSTONE SIGNAL
AC read
Lionstone Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed