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
$391M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$34.7K

Top Sells

1 +$3.05M

Sector Composition

1 Industrials 37.8%
2 Consumer Discretionary 24.31%
3 Communication Services 17.17%
4 Financials 10.71%
5 Real Estate 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.2M 19.24%
3,134,700
2
$73.4M 18.78%
334,500
3
$65.2M 16.7%
342,530
4
$44.6M 11.4%
776,300
5
$41.8M 10.71%
84,000
6
$39.1M 10.02%
216,200
7
$28M 7.15%
161,048
8
$13.8M 3.53%
55,950
9
$7.78M 1.99%
138,400
10
$1.84M 0.47%
24,605
11
$34.7K 0.01%
+6,760
12
-448,000