LCM

Lionstone Capital Management Portfolio holdings

AUM $416M
1-Year Est. Return 22.26%
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$22.7M
3 +$16.7M
4
CPRT icon
Copart
CPRT
+$14.5M
5
DG icon
Dollar General
DG
+$14.3M

Top Sells

1 +$20.1M
2 +$15.9M
3 +$9.52M
4
SPHR icon
Sphere Entertainment
SPHR
+$9.37M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$7.42M

Sector Composition

1 Industrials 26.49%
2 Communication Services 20.76%
3 Consumer Discretionary 19.7%
4 Technology 13.08%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-89,162
27
-145,440