Lionstone Capital Management LLC
NEW YORK NY · SEC CIK 0001575662
$4.35亿2026Q2 申报市值
11持仓数
100.0%前十大占比 · 第一大 24.1%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | $1.05亿 | 24.11% | 2,476,270 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $8,251.85万 | 18.97% | 233,545 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6,667.32万 | 15.33% | 279,740 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $4,421.50万 | 10.16% | 2,558,740 | 226,078 | 9.7% | $390.66万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $4,134.26万 | 9.50% | 290,920 | 28,965 | 11.1% | $411.62万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,822.15万 | 8.79% | 161,048 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3,420.98万 | 7.86% | 84,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $2,188.39万 | 5.03% | 776,300 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $81.84万 | 0.19% | 24,605 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $14.68万 | 0.03% | 6,810 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $9.80万 | 0.02% | 6,760 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -21,330 | -100.0% | -$503.99万 | 清仓 |